Amazon India Quick Commerce Surges 25% MoM: CEO Jassy
A delivery person navigating a busy Indian street, showcasing quick commerce in action.
Key Highlights
Amazon CEO Andy Jassy reveals 25% MoM growth for India’s quick commerce, with Prime members tripling shopping frequency. Amazon Now expands to 100 cities.
Amazon’s quick commerce operations in India are experiencing robust growth, with orders increasing by 25% month-over-month, according to CEO Andrew “Andy” Jassy. Speaking during the company’s first-quarter earnings call, Jassy highlighted that the quick commerce platform, Amazon Now, is seeing significant traction among Indian consumers.
Jassy noted that Prime members in India have tripled their shopping frequency after adopting Amazon Now, which offers delivery of thousands of items in 30 minutes or less. The service, which launched in India last year, has since expanded to nine countries, including the UAE, Mexico, Egypt, and the UK, with plans for further global rollout.
This expansion comes as Amazon intensifies its focus on the quick commerce sector in India. The company recently announced plans to extend Amazon Now to 100 cities across India, including major urban centers like Pune, Hyderabad, Chennai, Kolkata, and Jaipur. This initiative is supported by a planned investment of ₹2,800 crore (approximately $300 million) by Amazon India, primarily aimed at bolstering quick commerce and logistics infrastructure.
The move positions Amazon to compete more aggressively with established quick commerce players in India, such as Blinkit, Swiggy’s Instamart, Zepto, and Flipkart Minutes. While Amazon entered the segment last year, competitors like Blinkit and Instamart have a longer operational history and a more extensive network of dark stores. Blinkit currently operates over 2,200 dark stores, Instamart has more than 1,100, and Flipkart Minutes has reached 800. Amazon Now, in contrast, operates approximately 300 micro-fulfilment centers (MFCs) across Delhi NCR, Mumbai, and Bengaluru.
The growth in quick commerce is occurring against the backdrop of a rapidly expanding Indian market, projected to reach a $40 billion opportunity by 2030. Amazon’s strategic investment underscores the significant potential it sees in this segment.
In other company news, Jassy also mentioned the expansion of Amazon’s AI-powered advertising tool, CreativeAgent, to India, which automates the ad creative process. Amazon reported a 17% year-over-year increase in revenue to $181.5 billion for the quarter ending March 2026. Net income rose 77% year-over-year to $30.3 billion, which included pre-tax gains from investments in Anthropic.