I don’t full grasp blinkit’s business, so I’m curious to know whether they also own the dark store, or it on lease (which is likely the case). But what if it was like a franchisee, say, Burger King? operated by a local who paid for the license? LMK if my question is all over the place
Your article does a very good job highlighting the strategic logic behind Blinkit’s growth-over-margin posture and the transitional costs the company is accepting.
I don’t full grasp blinkit’s business, so I’m curious to know whether they also own the dark store, or it on lease (which is likely the case). But what if it was like a franchisee, say, Burger King? operated by a local who paid for the license? LMK if my question is all over the place
They don’t own the dark store, it’s operated by someone else.
I wrote about this in detail here, check it out, it’s the 2nd piece:
https://thedailybrief.zerodha.com/p/to-build-factories-build-homes
Thanks. Love the effort that you put into these pieces.
Thank you! Made my day :)
Your article does a very good job highlighting the strategic logic behind Blinkit’s growth-over-margin posture and the transitional costs the company is accepting.
Thank you :)