Zepto’s New Game Plan, Layoffs At Zomato & More
Zepto’s Retention Playbook After postponing its IPO in July, Zepto is now trying to fix its unit economics. The quick…
Zepto, a quick commerce giant, is reevaluating its strategy after postponing its IPO due to valuation concerns. The company is cutting discounts, raising free-delivery thresholds, and pushing a paid loyalty program to improve unit economics. The free cash flow of ₹4,330 Cr left Zepto with just over one year of runway. The company's transacting user base declined by more than 3% quarter-over-quarter to 47.97 Mn in Q4 FY26.
Zepto is also focusing on premiumisation through its Zepto Club membership plan and Zepto Select for gourmet groceries. Layoffs at Zomato saw the shutdown of customer support operations in Hyderabad and the termination of around 240 employees, with remaining support consolidated in Gurugram. Zomato's customer support operations were revamped to incorporate AI-led automation.
Zomato also banned dishes containing analogue dairy products, directing eateries to either transition to natural dairy products or remove items. Zomato's IPO was partially subscribed, with retail investors accounting for most of the demand.
Written by urgent.news from Inc42's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
