Why is this a Quick Commerce category and not e-commerce or offline-first?

What’s the right to exist for a vertical player - why won’t horizontal platforms win here?

Does this category demand a unique buying experience?

And finally - how do the unit economics scale to a large outcome?

In this episode of Interstellar, Rahul Chowdhri and Mayank Jain unpack India’s Vertical Quick Commerce opportunity, breaking it down across Fashion, Baby & Kids, and Beauty using this framework.

Reach Mayank Jain:

X: https://x.com/jainmayank_943

LinkedIn: https://www.linkedin.com/in/mayankjain943/

Reach Rahul Chowdhri:

X: https://x.com/rchowdhri

LinkedIn: https://www.linkedin.com/in/rahulchowdhri/

In this episode, we cover:

(00:00): Coming Up

(01:21): Introduction

(02:03): Framework to evaluate Vertical Quick Commerce

(02:45): Is this a Quick Commerce category?

(03:56): Why will horizontal platforms not win?

(05:03): Will the economics work out?

(06:11): Does the category demand a unique buying experience?

(08:05): Fashion category deep dive (need for quick commerce)

(09:17): Value proposition for Fashion Quick Commerce over E-commerce

(11:02): Trade-offs between Quick Commerce & E-commerce

(14:33): At home try-and-buy experience

(16:07): How will economics work?

(19:24): Competing against Myntra

(21:27): Building a GenZ-focused fashion quick commerce

(23:40): Areas founders should focus on

(26:55): Baby & Kids category deep dive (need for quick commerce)

(30:01): Why not offline for Kids apparel?

(31:57): Competing against Firstcry

(33:23): Private label economics in apparel

(35:36): Customer spend & market expansion

(36:30): Why not horizontals for Kids consumables?

(37:53): Beauty category deep dive (need for quick commerce)

(40:59): Differentiated buying experience in beauty

(41:31): Economics in beauty category

(42:42): Frequency of buying in beauty category

(43:37): Conclusion & other promising categories

Find us on

YouTube - https://www.youtube.com/@StellarisVenturePartners

Visit our website at www.stellarisvp.com

EP. 7 | The Next Big Bets in Quick Commerce: Deep Dive on Fashion, Baby & Kids, Beauty | Interstellar ft. Mayank Jain