“We have reached every nook and cranny of India today, mapping our services to every single pin code. Quick commerce players haven’t reached that scale,” Thiagarajan told ET.
The comments come as Shopsy, the Walmart-owned ecommerce major’s hypervalue platform, is trying to sharpen its positioning against Meesho and Amazon Bazaar for price-sensitive shoppers and small sellers.
“We are only at the very beginning of this journey. When the opportunity is that big and growing at that rate, a lot of players will find success, and that is perfectly fine,” Thiagarajan told ET.
Meesho has built a large lead in the segment through low-priced products and a zero-commission model for sellers. The recently listed company had over 250 million annual transacting users, a 33% growth over the previous year, and 2.6 billion orders in FY26, up 45% from the year prior.
Shopsy has over 450 million app downloads and delivers across more than 20,000 pin codes, but did not disclose its annual transacting users or order volumes. The company also declined to comment on specifics.
Amazon, too, has upped its value-commerce play, by launching Bazaar for low-price fashion and lifestyle products, and later extending zero referral fees to products priced under Rs 1,000 across 1,800 categories this March. Earlier this month, Sameer Lalwani, product and business head, Amazon Bazaar, said in an interview that the platform has seen a 5-6x jump in orders in 2026.
For Flipkart, the latest Shopsy revamp comes after a stop-start journey. Launched in 2021 as a social-commerce platform where individuals and small businesses sold through their networks, it later pivoted to direct purchases.
The platform has also seen multiple leadership changes, with Prakash Sikaria, who headed it early on, moving out, followed by Adarsh Menon, who’d taken over from him. Prathyusha Agarwal took over as business head in 2024, but she tool has shifted to another role and the vertical is currently run by Kapil Thirani, VP, Flipkart Marketplace and Shopsy.
The revamped Shopsy app now uses personalised feeds, videos, games, and SuperCoins to increase engagement, with Flipkart positioning it less as a conventional shopping app and more as an entry point for users who may not come online with a fixed shopping intent.
Sakait Chaudhary, SVP, softlines, grocery, marketplace, and Shopsy, said the company was not looking at it as another commerce app, but as a gamified way to build trust and bring value-conscious users into digital commerce.