Aditi Shrivastava @AditiS90 · 19 Aug 2026
By allowing Instamart to directly own and sell inventory, Swiggy expects to add ~80 bps to contribution margin, while gaining greater control over operations. The transition is expected to take 2–4 quarters, according to its shareholder letter last month. https://t.co/kDwuF0gxkM
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