Ecommerce

Asia Leaders

Falguni Nayar Has Restored Nykaa’s Growth Premium. Now She Must Defend It From Speed

Nykaa’s fourth-quarter revenue and gross merchandise value rose 28 per cent as profitability strengthened. Its competitive answer must combine trusted assortment, owned brands and measured fulfilment rather than copy ten-minute commerce.

Asia Leaders

Sriharsha Majety’s Quick-Commerce Bet Has a Deadline: Better Economics Before More Scale

Instamart’s fourth-quarter order value rose nearly 69 per cent, but its adjusted EBITDA loss was ₹858 crore. Swiggy’s chief must now make unit economics, not store count, the proof of leadership.

Asia Leaders

Bom Kim Built Coupang Around Reliability. A Data Breach Has Made Trust the Hardest Delivery

Coupang transformed Korean shopping through speed and dependable logistics. Bom Kim must now rebuild confidence after a breach exposed the limits of operational excellence without digital trust.

Asia Leaders

Tony Xu Has Made DoorDash Global. Integration Is Now the Product

DoorDash has become a global local-commerce group. Tony Xu’s next challenge is to integrate DoorDash, Wolt and Deliveroo while preserving service quality and capital discipline.

Asia Leaders

Sandy Xu Has Made JD Retail More Profitable. Food Delivery and Europe Will Test Her Discipline

Sandy Xu has improved JD Retail’s economics, but lower group profit exposes the cost of expansion. Food delivery and Joybuy Europe now have to earn strategic relevance.