News > Zomato is CLSA's top retail bet amid quick commerce disruption

Zomato is CLSA's top retail bet amid quick commerce disruption

Quick commerce is having a significant impact on India's retail supply chain, finds top brokerage CLSA, and adds that the trend is flattening the retail distribution channel and offering brands greater visibility and competitive pricing. Zomato has the most potential as the largest listed beneficiary of this evolving market trend. CLSA sees Blinkit moving towards profitability, with projections that the EBITDA and net profit will swing into the black by FY25.