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INSANE: 8 - The Real Truth

Flipkart’s 13-minute delivery draws praise from Walmart Inc President and CEO John Furner

Walmart's CEO John Furner has expressed enthusiasm over Flipkart's groundbreaking 13-minute delivery service, marking it as a transformative element of their operations in India. This rapid-response system not only exemplifies Flipkart's innovative spirit but also aligns with Walmart's broader strategy of strengthening its international investments.

The Economic Times

Nykaa shares rally 4%, hit 52-week high after Q4. Here's what Goldman Sachs, Morgan Stanley are saying

Nykaa share price surged to a 52-week high following strong March quarter results. Net profit jumped 286% to Rs 78 crore, with revenue up 28% year-on-year. The company achieved its highest quarterly revenue and gross margin in 12 quarters. Analysts maintain positive ratings, citing growth momentum and AI initiatives.

The Economic Times

Walmart Q1 Earnings Call Highlights

Walmart (NASDAQ:WMT) executives said the retailer delivered stronger-than-expected first-quarter fiscal 2027 sales growth, driven by higher transactions, e-commerce momentum, marketplace gains and growth in advertising and membership revenue, while higher fuel costs weighed on operating income. CEO

MarketBeat

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Nykaa Q4 results: Profit soars 4X YoY to Rs 79 crore; revenue climbs 28%

Nykaa's parent company, FSN E-Commerce Ventures, witnessed a remarkable four-fold surge in its March quarter net profit, reaching Rs 79 crore. Full-year sales also crossed the Rs 10,000 crore mark for the first time, with operating revenue climbing 26% to Rs 10,022 crore.

The Economic Times

Nykaa Q4 Results: Cons profit surges 286% YoY to Rs 78 crore, revenue rises 28%

FSN E-Commerce Ventures, Nykaa's parent company, reported a significant 286% year-on-year surge in net profit to Rs 78 crore for the March-ended quarter of FY2026. Revenue from operations also climbed 28% to Rs 2,648 crore. For the full fiscal year, net profit nearly tripled to Rs 199 crore, with revenue…

The Economic Times

Wall Street Is Bullish on Walmart Stock Ahead of Earnings. I Recommend Waiting for a Pullback to Buy.

Walmart heads into the Q1 earnings release with multiple growth drivers working in its favor. But valuation remains a concern.

Barchart

Baozun Q1 Earnings Call Highlights

Baozun (NASDAQ:BZUN) reported a stronger first quarter of 2026, with management pointing to revenue growth across both its e-commerce and brand management businesses, improved profitability and faster working capital turnover. Chairman and Chief Executive Officer Vincent Qiu said on the company’s e

MarketBeat

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Competition between direct selling industry, e-comm platforms intensifying: Report

India's direct selling sector is facing tough competition from online platforms. Consumers now expect faster delivery and convenience, similar to e-commerce. Despite this, the Indian direct selling industry grew 4 per cent in FY25. Wellness and nutraceuticals remain top sellers. Women's participation is also increasing.

The Economic Times

Haryana cabinet approves new rules: No petrol, diesel vehicles for cab aggregators in NCR

Haryana's Cabinet has approved new rules for vehicle aggregators. From January 1, 2026, all new vehicles joining fleets in NCR areas must be electric, CNG, or use cleaner fuels. This aims to reduce pollution and promote green mobility. The rules also introduce licensing, safety measures, and insurance for drivers and…

The Economic Times

Flipkart Pulls Ahead: How India's E-Commerce Giant is Winning Hearts and Carts

From weekly active users to GMV share, two new institutional reports reveal that Flipkart is extending its lead over competitors and building a multi-business moat that rivals struggle to replicate.

The Economic Times

Old shopping funnel is gone: Gen Z is rewriting rules of retail

Gen Z is rapidly reshaping India’s online retail market, forcing brands and platforms to rethink traditional marketing strategies. Nearly half of India’s online fashion and beauty shoppers now belong to Gen Z, with companies like Amazon, Nykaa, Myntra and Shein tailoring their offerings to meet the cohort’s fast-changing preferences and…

The Economic Times

Poor-quality eggs sold online? FSSAI seeks explanation from Blinkit amid customer complaints; know safe storage tips and health benefits of consuming eggs

India's food regulator, FSSAI, has summoned quick-commerce platform Blinkit to explain consumer complaints regarding the sale of poor-quality eggs. Reports indicate issues like foul smells and rubbery textures, prompting FSSAI to hold e-commerce platforms accountable for product quality. The regulator also outlined guidelines for proper egg storage to maintain freshness.

The Economic Times

VerticalScope Q1 Earnings Call Highlights

VerticalScope (TSE:FORA) reported lower first-quarter revenue as programmatic advertising remained under pressure, but management said improving traffic trends, growth in direct advertising and e-commerce, and new artificial intelligence initiatives position the company for stronger performance as 2

MarketBeat

Nykaa reappoints Adwaita and Anchit Nayar to board for new five-year terms

FSN E-Commerce Ventures, Nykaa's parent company, has approved the reappointment of Adwaita Nayar and Anchit Nayar as whole-time directors for five-year terms starting July 1, 2026. The board also cleared new terms for independent directors Anita Ramachandran and Milind Sarwate. These reappointments are pending shareholder approval.

The Economic Times

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The Economic Times

Nearly half of India’s online orders are still COD. Why cash on delivery isn’t fading in the UPI era

Cash on delivery continues to drive India's online shopping. Many first-time buyers, especially in smaller towns, prefer to pay after receiving goods. This method builds trust where digital payment familiarity is growing. Businesses are using data to manage COD risks. As digital literacy and logistics improve, prepaid orders will increase,…

The Economic Times

Beyond metros: How small towns are driving the next wave of India’s e-commerce

India's e-commerce boom is expanding beyond metros, with Tier-2 and Tier-3 cities now driving significant new demand. Improved internet, digital payments, and logistics are unlocking this potential, transforming smaller towns into the core of digital commerce growth. Businesses are adapting with distributed infrastructure and D2C models to serve this evolving…

MarketBeat

SEA Q1 Earnings Call Highlights

SEA (NYSE:SE) reported a sharp increase in first-quarter 2026 revenue and crossed $1 billion in adjusted EBITDA for the first time, as growth in its e-commerce and financial services businesses offset continued investment across key initiatives. Chairman and Chief Executive Officer Forrest Li said

MarketBeat

Sally Beauty Q2 Earnings Call Highlights

Sally Beauty (NYSE:SBH) reported fiscal second-quarter 2026 results that came in at the high end of its sales expectations and above its bottom-line guidance, as strength in its Sally Beauty segment offset softer trends in its Beauty Systems Group business. President and Chief Executive Officer Den

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MarketBeat

Future H1 Earnings Call Highlights

Future (LON:FUTR) reported a decline in first-half revenue and profit as changes in the search ecosystem weighed on programmatic advertising and e-commerce, but management said growth initiatives launched seven months ago are beginning to offset pressure in parts of the business. Opening the earnin

MarketBeat

Alibaba Group Q4 Earnings Call Highlights

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

MarketBeat

Global-e Online Q1 Earnings Call Highlights

Global-e Online (NASDAQ:GLBE) reported stronger-than-expected first-quarter 2026 results and raised its full-year outlook, citing broad-based merchant growth, strong same-store sales and continued expansion of its cross-border e-commerce services. Co-founder and Chief Executive Officer Amir Schlach

The Economic Times

Alibaba quarterly revenue rises on cloud demand, ecommerce growth

Alibaba's revenue climbed 3% driven by strong cloud and AI growth, with its China e-commerce unit boosted by government subsidies. Despite economic headwinds, the tech giant's enterprise AI platform shows promise. While cloud revenue exceeded expectations, overall revenue slightly missed estimates due to international e-commerce.

The Economic Times

How ₹87 online push-button knives are fueling stabbing incidents in Delhi: What they are

Stabbing incidents in Delhi are linked to easily available button knives ordered online. Despite legal restrictions, these weapons are listed on e-commerce sites. Police are cracking down, but sellers use alternate descriptions to bypass filters. The knives are preferred for crimes due to concealability and quick activation. Authorities warn that…

MarketBeat

Ströer SE & Co. KGaA Q1 Earnings Call Highlights

Ströer SE & Co. KGaA (ETR:SAX) reported modest organic growth and improved adjusted earnings in the first quarter of 2026, with management pointing to continued strength in its core out-of-home advertising business despite a weaker consumer environment and uncertainty in the broader economy. Ch

MarketBeat

SKYX Platforms Q1 Earnings Call Highlights

SKYX Platforms (NASDAQ:SKYX) reported higher first-quarter revenue and improved gross margin, while management said the company remains focused on expanding its business-to-business pipeline with hotels and builders and growing its retail and e-commerce channels. On the company’s earnings call for

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