Flipkart

8 statements across 5 episodes · 3 bullish · 1 bearish · 7 people on the record · first statement May 7, 2023 by Sujeet Kumar · said 73 times in 14 episodes since 2023 · across every show →

Mentions by year

brought up most by Nikhil Kamath (32), Ananth Narayanan (11), Rajesh Magow (4), Martin Escobari (4), Vijay Subramaniam (3), Shantanu Deshpande (3), Rajan Anandan (3), Prashanth Prakash (3)

tap a year for its mentions
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0482023202420252026episodes it came up in
00541082023202420252026episodesmentions per episode
2026 10 mentions in 3 episodes 3 per episode
2025 4 mentions in 2 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 57 mentions in 7 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Flipkart, oldest first

May 7, 2023
Assertion Partly supported
Kumar: Flipkart started as a proprietorship to get a payment gateway
“By the way, when I joined, it was not even a company, it was a proprietorship. Because I didn't get a payment gateway online. So Sachin, father was a trader in, in, in, in Punjab Chandigarh. So he has some balance sheet where he will get the city avenue. That'…”
Sujeet Kumar May 7, 2023 ▶ 27:34 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 neutral
Assertion Supported
Biyani: Future Group launched FutureBazaar.com around the same time as Flipkart
“We started FutureBazaar when, FutureBazaar.com and Flipkart had, along the same time. ... Around the same time, 2008, nine, yeah.”
Kishore Biyani May 7, 2023 ▶ 42:08 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Jul 2, 2023 positive
Assertion Partly supported
Mukesh Bansal: Myntra Became India's Largest Fashion Retailer Before Flipkart Merger
“I think in three, four years, we were the largest fashion retailer in the country. 20 14 merged with Flipkart.”
Mukesh Bansal Jul 2, 2023 ▶ 3:55 Ep #6 | WTF is Health? ft. Nikhil Kamath, Suniel Shetty, Nithin Kamath and Mukesh Bansal · Nikhil Kamath
Oct 7, 2023 bearish
Prediction Not checkable as stated
Kamath: ONDC will considerably compress margins for existing e-commerce platforms
“ONDC, I think, will drive down the margins of platforms. Considerably. Because I might not take the arbitrage if the price difference is five percent, but if the price difference is paying 30% on Flipkart versus five percent on ONDC, I think a lot of people by…”
Nikhil Kamath Oct 7, 2023 ▶ 3:04:58 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Oct 7, 2023 neutral
Assertion Partly supported
Kamath: Amazon India grew just 5% in 2023 while Flipkart grew 7-8%
“Amazon India grew by just about five percent this year. Flipkart seven, eight percent based on higher end electronics and premiumization, which seems to be growing.”
Nikhil Kamath Oct 7, 2023 ▶ 48:14 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Oct 7, 2023 positive
Assertion Partly supported
Narayanan: Private brands grew to 30% of sales, driving Myntra's profitability
“And the private brand business of Myntra at the same time also went from seven, eight percent to call it almost 30%, which is what drove profitability. So we were among the most profitable pieces of the Flipkart ecosystem, not amongst, we were the most profita…”
Ananth Narayanan Oct 7, 2023 ▶ 6:54 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Dec 10, 2023
Disclosure
Maini: Sun Mobility has over 15,000 vehicles in its Mobility-as-a-Service fleet
“So today we maybe have only on mobility service, we have a little over 15,000 vehicles with fleet providers who in turn are using them to deliver to Amazons and Flipkarts and everyone else, right? We also have infrastructure at Amazon sites.”
Chetan Maini Dec 10, 2023 ▶ 1:27:22 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Mar 6, 2024 positive
Insight
Alagh: New D2C brands should launch on trusted platforms like Amazon
“What we also realized was that for a new brand, purchasing from directly from the website takes some time for them to have trust on the product or the brand. And hence platforms which have Which these guys already trust, which were like Amazon, flip card, etc.…”
Ghazal Alagh Mar 6, 2024 ▶ 1:04:26 WTF Ep# 16 | What character "flaws" make the best entrepreneurs? Nikhil ft.Ritesh, Ghazal and Manish · Nikhil Kamath
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