Flipkart's Ekart, Amazon Flex Open Logistics Arms to Rivals, Targeting $300 Bn Market

Amazon and Flipkart's Ekart are monetizing in-house logistics as third-party B2B providers, serving rivals like Nykaa, IKEA and TataCliq. The move intensifies competition with Delhivery, Blue Dart and Shadowfax, with Delhivery shares falling 4% on the news.

— Source publishedTue, 30 Jun, 2026, 06:00 IST·First seen Tue, 30 Jun, 2026, 06:08 IST·Source Inc42

What happened

Amazon and Flipkart's Ekart are monetizing logistics infrastructure as third-party B2B providers, serving rivals like Nykaa, IKEA, TataCliq and enterprise

Key facts

  • $300 Bn+ logistics market
  • 14,000 pin codes
  • 1,000+ D2C brands
  • 600+ IKEA products
  • Delhivery shares fell 4%
  • 18,850 pin codes
  • 20 Mn sq ft
  • 40,000 customers
  • 18-20% higher pricing

Why this matters

Marketplace giants monetizing captive logistics infrastructure reshapes the competitive set—assess partnership or acquisition opportunities among pressured pure-play carriers like Shadowfax before valuations and independence further erode.

What to watch

  • New named third-party clients signing with Ekart or Amazon Flex
  • Delhivery/Blue Dart quarterly volume and yield guidance changes
  • Pricing announcements or per-shipment rate cuts in B2B logistics
  • Brand defections or carrier-mix disclosures from Nykaa/TataCliq peers
  • Regulatory scrutiny on marketplace-owned logistics data-sharing or conflict of interest
  • Delhivery/Blue Dart issue reassurance on enterprise pipeline and emphasize data-neutrality positioning to brands wary of marketplace-owned logistics
  • Pure-play 3PLs accelerate value-added services (returns, hyperlocal, white-label fulfillment) to differentiate from commoditized line-haul
  • Ekart/Amazon Flex announce new marquee third-party clients and expand pin-code coverage to validate B2B scale
  • Rival brands diversify carrier mix to avoid single-vendor dependence and competitive exposure

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