“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 now.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Aadit Palicha
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 PalichaJun 4, 2022▶ 57:23Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
AssertionNot 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 PalichaJun 4, 2022▶ 2:41Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
AssertionNot 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 PalichaJun 4, 2022▶ 5:54Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
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 PalichaJun 4, 2022▶ 11:17Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
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 PalichaJun 4, 2022▶ 20:40Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
AssertionNot 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 PalichaJun 4, 2022▶ 27:37Q-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.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.