“The Zepto Question: Slowing Down Or Just Shoring Up?”

Key points

• 1. Brokerages claim Zepto's growth has slowed down recently.
• 2. The subreddit r/F***Zepto has gained 30K users criticizing the company.
• 3. Blinkit and Instamart have gained market share, with Blinkit growing 25% in gross order value.
• 4. Zepto deferred its IPO plans to 2026, aiming for profitability.
• 5. Zepto added 105 dark stores, less than competitors' 250-300.
• 6. Zepto's CEO claims the company is close to EBITDA breakeven.