Here’s what this means...
🧠 Context:
After quick commerce and quick-food delivery, Zepto is now unlocking a whole new business: a B2B data SaaS product called "Atoms" for all consumer brands on the platforms.
What's the offering for brands?
-PIN-code level sales insights
-Real-time consumer behavior
-Zepto GPT: An AI assistant trained on millions of daily transactions
It is on top of the already existing Zepto Brand Portal.
1️⃣ Where’s the PMF?
India’s ₹1000 Cr+ analytics market is largely unstructured. Brands spend crores to understand:
-Repeat behavior
-Regional trends
-Basket combos
-Promotion impact
Zepto already sits on this data. Atoms turn it into a product. Think of it as "Google Analytics for offline retail"...but in real-time.
2️⃣ But why do this?
It’s a shift towards high-margin SaaS (~70%) in a sector where delivery itself is becoming commoditized.
✅ Closer partnerships with FMCG brands
✅ New recurring revenue stream
✅ Moat from data + infra
✅ SaaS-level margins
They’re no longer “just” a delivery company.
They're becoming a data infrastructure layer for India’s FMCG economy. Zepto’s Atoms will turn internal infra into B2B gold.
3️⃣ Have we seen this before?
Yes, we have. Both desi and western examples are below:
🇮🇳 Indian examples:
Yes, and Zomato and Rebel did it first.
-Zomato Nugget → AI customer service SaaS handling 15M+ queries/month
-Rebel+ → Cloud kitchen OS improving ops for third parties
🇺🇸 US examples:
Plenty of examples here, too:
-Instacart’s Caper AI → Smart carts with customer insights
-Walmart Store Assist → Turning in-store logistics into a B2B tool
-Amazon Webstore (sunset) → Powered SMB storefronts
-Amazon Forecast → ML-powered demand prediction SaaS
A great example of how data becomes a moat as you scale as a platform!
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