Margin Mayhem

Margin Mayhem

Thoughts on how businesses make money

Featured Posts

Grocery deliveryGrocery delivery
+7+7
Quick commerce in India

Quick commerce in India

September 2024: Overview of India's quick commerce ecosystem, margin drivers, headwinds & tailwinds

Arjun Juneja
Arjun Juneja
Food deliveryFood delivery
+4+4
Swiggy goes to the market

Swiggy goes to the market

October 2024: Overview of Swiggy's business, margin drivers, headwinds & tailwinds ahead of its IPO in Q2 FY 2025

Arjun Juneja
Arjun Juneja
Digital paymentsDigital payments
+4+4
Paytm’s right to win

Paytm’s right to win

November 2024: Paytm’s Q2 FY2025 earnings and its next steps

Arjun Juneja
Arjun Juneja
ZomatoZomato
+11+11
Diving into Swiggy’s Q2 FY2025 earnings

Diving into Swiggy’s Q2 FY2025 earnings

Everything quick, profitability slow and investment fast

Arjun Juneja
Arjun Juneja
ZomatoZomato
+14+14
In the Red with Zomato’s Q3 FY2025 earnings

In the Red with Zomato’s Q3 FY2025 earnings

January 2025: Becoming the Blinkit company, pausing margin expansion, acknowledging a food delivery slowdown & fighting against shiny new apps (objects?!)

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Unwrapping loyalty for market leaders in Quick Commerce

Unwrapping loyalty for market leaders in Quick Commerce

February 2025: Measuring loyalty in the QC ecosystem, app level endeavours, eventual program degradation and community building

Arjun Juneja
Arjun Juneja

Archive

ZomatoZomato
+9+9
Unwrapping loyalty for market leaders in Quick Commerce

Unwrapping loyalty for market leaders in Quick Commerce

February 2025: Measuring loyalty in the QC ecosystem, app level endeavours, eventual program degradation and community building

Arjun Juneja
Arjun Juneja
ZomatoZomato
+14+14
In the Red with Zomato’s Q3 FY2025 earnings

In the Red with Zomato’s Q3 FY2025 earnings

January 2025: Becoming the Blinkit company, pausing margin expansion, acknowledging a food delivery slowdown & fighting against shiny new apps (objects?!)

Arjun Juneja
Arjun Juneja
ZomatoZomato
+11+11
Diving into Swiggy’s Q2 FY2025 earnings

Diving into Swiggy’s Q2 FY2025 earnings

Everything quick, profitability slow and investment fast

Arjun Juneja
Arjun Juneja
Vested FinanceVested Finance
+5+5
Stop-Start US stock investing from India

Stop-Start US stock investing from India

Building AUM in bull markets with regulatory action & convoluted pricing structures

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy’s IPO: Life-changing for You

Swiggy’s IPO: Life-changing for You

Under the influence of a public listing

Arjun Juneja
Arjun Juneja
Digital paymentsDigital payments
+4+4
Paytm’s right to win

Paytm’s right to win

November 2024: Paytm’s Q2 FY2025 earnings and its next steps

Arjun Juneja
Arjun Juneja
ZomatoZomato
+7+7
Diving into Zomato’s Q2 FY2025 earnings

Diving into Zomato’s Q2 FY2025 earnings

No Cap: Zomato's Numbers and My Narrative

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Cash me outside with Zomato, Swiggy & Zepto

Cash me outside with Zomato, Swiggy & Zepto

Fundraises across leading Indian food delivery & QC platforms

Arjun Juneja
Arjun Juneja
District by ZomatoDistrict by Zomato
+4+4
Going out with Zomato's District (in theory)

Going out with Zomato's District (in theory)

Margin boosters, throttlers and drivers for District by Zomato

Arjun Juneja
Arjun Juneja
FY 2024 earningsFY 2024 earnings
+4+4
Cred and the art of boring

Cred and the art of boring

October 2024: Overview of Cred's margin drivers and margin accretive opportunities following its FY 2024 earnings

Arjun Juneja
Arjun Juneja
Food deliveryFood delivery
+4+4
Swiggy goes to the market

Swiggy goes to the market

October 2024: Overview of Swiggy's business, margin drivers, headwinds & tailwinds ahead of its IPO in Q2 FY 2025

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Quick commerce in India

Quick commerce in India

September 2024: Overview of India's quick commerce ecosystem, margin drivers, headwinds & tailwinds

Arjun Juneja
Arjun Juneja
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