Monday, 28 September 2026Updated 15m ago

Market pulse › E-commerce

E-commerce

Topic tag · tracked since 23 Sept · also e commerce, ecommerce, online retail, internet companies

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Today5 stories · 5 articles35 stories since 23 Sept

Net tone● ±0% today−13% over the week

Market checkIndia Internet −0.90%Nifty India Internet on Fri, 25 Sept · Nifty +0.34%

Developing2 storylinesBiggest: Meesho valuation and competition concerns · 4 updates

Stories per day

Bar colour is the day’s tone · tracking began on 23 Sept

223 Sept

824 Sept

1225 Sept

726 Sept

427 Sept

228 Sept

Often tagged with

stories together this week · colour is their tone

Amazon12 AI9 Quick commerce9 Swiggy6 Food delivery5 Market valuations5 Meesho5 Startups and VC5 Eternal3 IT hiring3

Stories

35 in all · newest first

Broker call● mixedSwiggy stock: JPMorgan maintains overweight call, cites growth in quick-commerce marketSwiggy Quick commerce Food delivery1 source
46m

Deal● mixedProsus in talks to invest Rs 150 crore in Swiggy Instamart challenger BazaarNowProsus Quick commerce Swiggy1 source
4h

Data● mixedE-commerce’s share to FMCG sales in top eight metros at 21% in June quarter: NIQE-commerce held 7% share of FMCG sales in the June quarter, up 3%FMCG and consumption Quick commerce Consumer demand1 source
14h

Market move● mixedBeyond listed stocks: MSEI rallies 125%, Zepto retreats 48%; here’s how other pre-IPO names faredMSEI’s indicative value more than doubled in 2026, while Zepto’s nearly halvedStock exchanges Market valuations1 source
18h

Broker call● mixedHow AI shopping agents could reshape hardline, broadline and food retail - UBSAI Retail FMCG and consumption1 source
22h

Expansion● mixedAmazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’Amazon Food delivery1 source
1d

Legal● mixedCCPA fines Amazon, Flipkart ₹10 lakh each and JioMart ₹5 lakh over herbicide salesAmazon and Flipkart were each fined ₹10 lakh; JioMart was fined ₹5 lakhAmazon Agrochemicals Reliance Retail2 sources
1d

● mixedAI-powered WhatsApp calls boost e-commerce salesAI1 source
2d

Expansion● mixedMoneycontrol Startup Conclave: Rapido looks beyond ride-hailing, sees big opportunity in food delivery, says CEO Aravind SankaRapido Food delivery Startups and VC1 source
2d

● mixedAI is shopping for you now. What does that mean for ecommerce in India?AI agents could handle consumers’ shopping decisions and transactionsAI Hotels and travel Insurance1 source
2d

● mixedAI agents take over online shopping: Ecommerce firms rethink pricing, verificationAI Amazon Quick commerce1 source
2d

Expansion● mixedNykaa raises the stakes, becomes brand incubatorNykaa1 source
2d

Results▲ bullishTata’s e-commerce business begins to Cliq, losses shrink 19%; focus on improving contribution margin, monetisationTata Cliq narrowed its FY26 net loss 19% to Rs 253 crore, its third consecutive year of improvementTata Group Tata Sons1 source
2d

Broker call▼ bearishRising competition, premium valuations may cap gains in Meesho stockMeesho's asset-light value-commerce model and Valmo logistics network are strengthsMeesho Market valuations Shipping and logistics1 source
3d

Expansion▼ bearishRapido expands Ownly food delivery service to HyderabadOwnly uses a zero-commission model, charging restaurants a subscription feeRapido Food delivery Eternal3 sources
2d

Broker call▼ bearishMeesho shares slip 7% as Nomura assigns 'reduce' call; here's what the brokerage saysMeesho Stockbrokers Market valuations1 source
3d

● mixedAmazon doesn’t want Meta’s AI agent to shop on its site—where does that leave users of personal bots?Amazon Meta AI1 source
3d

Policy▲ bullishUttar Pradesh policy offers export incentives for 2025-30The state policy supports Uttar Pradesh businesses selling goods and services abroadShipping and logistics Infrastructure Manufacturing2 sources
2d

● mixedWhy AI agents need an identity layer to act safely on web built for humansAI agents can shop, book travel and make paymentsAI Fintech and payments UPI1 source
3d

Broker call● mixedWhat Should You Buy? Analysts took fresh bets on these stocks this week; Check targetsBrokerages initiated fresh coverage across retail broking, healthcare services, e-commerce and capital marketsStockbrokers Retail Pharma and healthcare1 source
3d