Instamart bets on exclusive packs and challenger brands to stand apart in quick commerce
Swiggy Instamart is expanding its Switch to Better programme, steering shoppers to 400-plus alternative partner brands and platform-specific packs. Eligible products contributed more than 15% of sales in applicable categories in the June quarter of FY27, as the platform seeks differentiation from Blinkit and Zepto.
What happened
Swiggy Instamart is pursuing exclusive pack sizes and challenger-brand products under Switch to Better to differentiate against Blinkit and Zepto. The platform
Key facts
- Instamart is steering shoppers to more than 400 alternative partner brands
- 2025 quick-commerce market share: Blinkit 47%, Zepto 24%, Instamart 22%
- Quick commerce contributes 85% of The Baker’s Dozen revenue
- Zoff Switch-tagged product sales roughly doubled over two months
- Beco laundry-liquid sales on Instamart grew 9-13% month-on-month versus 6-8% category growth
- Quick commerce accounts for 20% of Beco revenue
- Switch to Better products contributed over 15% of sales in applicable categories in June quarter FY27
- Instamart net average order value was ₹691 in June quarter, versus ₹612 a year earlier
- Quick commerce accounts for 4% of Parle Products revenue
- Parle’s quick-commerce pack prices are about ₹30-80
- Swiggy shares closed 0.7% lower at ₹284.55
Why this matters
Brands with distinctive products, flexible pack formats and appetite for platform-specific launches are becoming high-value partnership targets for Instamart’s differentiation strategy.
What to watch
- Switch to Better share rises above 20% of sales in applicable categories without a corresponding increase in discount spend.
- Growth in repeat rates for alternative brands after first trial versus incumbent-brand cohorts.
- Number of platform-exclusive SKUs and whether exclusivity extends beyond pack sizes into formulations or launch windows.
- Gross-margin movement in affected categories relative to Instamart's overall assortment.
- Blinkit or Zepto launching equivalent challenger-brand programs, exclusive packs or supplier-financed value tiers.
- Substitution acceptance rates and customer ratings for switched products.
- Expand Switch to Better from commodity staples into high-repeat personal care, snacking, home care and baby categories.
- Use search ranking, substitutions and replenishment prompts to convert out-of-stock occasions into challenger-brand trials.
- Negotiate exclusive pack sizes, launch windows and joint marketing funds in exchange for demand data and guaranteed visibility.
- Build private-label-adjacent products with successful challenger partners once demand and quality signals are established.
- Measure repeat purchase, complaint rates and post-promotion retention by SKU to avoid discount-led switching masquerading as loyalty.
Also reported by
- Mint · Companies — Same time