StarZero All shows Try the podcast clipper →

Zepto

12 statements across 1 episodes · 10 bullish · 0 bearish · 1 people on the record · first statement Jun 4, 2022 by Aadit Palicha · said 8 times in 1 episodes since 2022 · across every show →

Mentions by year

brought up most by Harry Stebbings (5), Aadit Palicha (3)

tap a year for its mentions
0041812022episodesmentions
0112022episodes it came up in
0040.5812022episodesmentions per episode
2022 8 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Zepto, oldest first

Jun 4, 2022 positive
Assertion Not checkable as stated
Palicha: Zepto customer retention exceeds 95% after third order
“What we've seen, post the fifth order on Zepto, the user's likelihood to retain, or sorry, even post the third order, the user's likelihood to retain indefinitely is post-ninety-five percent. Post the fifth order, and all the way to the 11th order, that starts…”
Aadit Palicha Jun 4, 2022 ▶ 31:18 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022
Assertion Not checkable as stated
Palicha: Zepto picking costs are 3-3.5% and 10-11% blended with last mile
“Yeah, I think for us right now, it's roughly about three, 3.5% on picking and then blended with last mile goes to about 10, 11%.”
Aadit Palicha Jun 4, 2022 ▶ 27:37 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022
Assertion Not checkable as stated
Palicha: Zepto customer average order value grows 40-45% by month six to eight
“We're seeing that as customers get more and more mature to on the platform, our end-state AUV AUB ends up being, you know, 40 to 45% higher by month six to month eight in the customer's journey with us, right?”
Aadit Palicha Jun 4, 2022 ▶ 29:03 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Assertion Not checkable as stated
Palicha: Zepto's rent costs for mature dark stores are 0.7% of revenue
“Our cost of rent as a percentage of revenue for mature dark stores is about .7%, right?”
Aadit Palicha Jun 4, 2022 ▶ 5:54 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Assertion Not checkable as stated
Palicha: Zepto's average dark store processes over 1,000 orders per day
“The average, you know, dark stores that do is operating north of a thousand orders per day today.”
Aadit Palicha Jun 4, 2022 ▶ 5:46 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Assertion Not publicly verifiable
Palicha: Cutting Zepto delivery under 15 minutes tripled retention and stabilized NPS
“When we take our delivery times from 45 minutes to under 15 minutes, what we see with retention is two to three x goodness. NPS starts stabilizing at north of 85 points”
Aadit Palicha Jun 4, 2022 ▶ 2:41 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Insight
Palicha: Fresh produce drives quick-commerce adoption in emerging markets
“Customers really use your platform if and only if you can give them something that's just like viscerally and, you know, viscerally adds value immediately. And that key, what we've seen at least in India, that key category is fresh and fruits and vegetables, f…”
Aadit Palicha Jun 4, 2022 ▶ 11:17 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 bullish
Insight
Palicha: Quick commerce can reach double-digit EBITDA with 7-8% ad revenue
“If we can get that to seven, eight percent, there's no reason why, you know you know, this business can't be close to a double digit EBITDA business, right? I think it's very possible in the long term.”
Aadit Palicha Jun 4, 2022 ▶ 57:23 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 bullish
Prediction Not checkable as stated
Palicha: Zepto brand monetization will hit $20-25M by end of 2022
“In this current growth rate, north of, you know, 20, twenty-five million by the end of this calendar year, and, you know, significantly more at the end of it, right?”
Aadit Palicha Jun 4, 2022 ▶ 57:03 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Disclosure
Palicha: Zepto operates a 12-hour farm-to-fork supply chain in India
“For example, our fresh fruits and vegetables, we've built a 12 hour farm to fork chain. So, five p.m. Harvesting time comes out of the farm and five a.m. It's in our facilities, right you know, ready to get shipped to customers.”
Aadit Palicha Jun 4, 2022 ▶ 21:27 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Disclosure
Palicha: Zepto fresh produce wastage is 350 bps below retail benchmarks
“We're in a position where our wastage numbers are 350 basis points lower than retail benchmarks.”
Aadit Palicha Jun 4, 2022 ▶ 20:40 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 bullish
Prediction Not checkable as stated
Palicha: Zepto will boost brand monetization to 5% by July-August
“For us, we're looking at today when you include all the different off invoice margin that we get from brands, you know, around four percent of revenue added there, and we'll probably increase that to five percent by July, August is what we're looking at right …”
Aadit Palicha Jun 4, 2022 ▶ 56:41 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more