The Ledger
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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.”
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”
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?”
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…”
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.”
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%.”
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?”
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…”
Palicha: Gross profit per order does not correlate with average order value
“So gross profit per order isn't always correlated with AOV per order. Because if you have a high benefit of fresh fruits and vegetables, the average selling price of fresh fruits and vegetables will be lower. But the amount of margin that you make will be much…”
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 …”
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?”
Palicha: High population density is the key driver of quick-commerce economics
“In Q-commerce density is destiny, right?”