Ecommerce Case Study
Major Player
- Amazon India, Flipkart (Walmart-backed), and Reliance JioMart are the top three.
- Amazon India: 31% market share, ~$38B GMV in 2025, 150M+ users.
- Flipkart leads with 34% market share, JioMart rapidly growing in grocery.
- Others: Myntra (fashion), Snapdeal, Nykaa (beauty niche
Image suggestion:Logos of Amazon, Flipkart, JioMart, Myntra.
2. Macroeconomic Picture of the Industry
- E-commerce sector projected to reach $325B by 2030, ~21% CAGR.
- Driven by smartphone penetration, affordable internet, digital payments, and a rising middle class.
- Amazon has pledged investments over $1B+ and creation of 1M jobs by 2025.
Image suggestion:Graph of India’s e-commerce GMV growth over the years.
3. Industry Value Chain
- Sellers→ Amazon platform → Warehousing (FBA) → Amazon logistics (sortation & delivery centers) →
Last-mile delivery via local store partners.
- 60+ fulfillment centers, 20M+ cubic feet of storage
- Amazon’s “I Have Space” program for rural delivery with local shopkeepers
Image suggestion:Flowchart mapping each step of Amazon’s value chain.
4. Industry Analysis (Porter’s Five Forces)
- High rivalry (Flipkart, JioMart, others).
- Low threat of new entrants (high capital/tech barriers).
- High buyer power (price sensitive, low switching cost).
- Moderate supplier power (huge seller base on platform).
- Moderate threat of substitutes (offline retail still strong in some regions)[7][8].
Image suggestion: Porter’s Five Forces diagram with Amazon India details.
5. Competitor Analysis
- Flipkart: Strongest rival with local insights, Walmart backing, popular sales events.
- JioMart: Leveraging retail stores for online-offline synergy.
- Myntra: Dominates fashion segment.
- Regional strengths and exclusive tie-ups common among competitors.
Image suggestion:Comparative bar chart of market share by top competitors
6. Key Business Segments
- Electronics, appliances, smartphones, fashion, beauty, home, groceries.
- Amazon Prime: fastest delivery, streaming, deals.
- Amazon Pay (wallet & UPI)
Image suggestion:Collage of different product categories.
7. Key Drivers (Revenue, Cost, Growth, Challenges)
- Revenue: High festive/seasonal sales, subscription (Prime), ad revenue, growing grocery.
- Costs: Logistics (last-mile), warehousing, technology investments, rising seller fees[12].
- Growth: Rural expansion, digital adoption, new fintech offerings.
- Challenges: Price wars, regulatory hurdles, operational costs
Image suggestion: Upward trending graph with annotation for challenges.
8. Key Industry Metrics
- 168M+ products, 100M+ registered Amazon India users
- 10 lakh+ sellers on platform; delivery in all serviceable pin-codes.
- 50% of Prime orders: next-day or same-day delivery (2024
Image suggestion: Graph showing amazon growth
9. Industry Market Trends
- Rapid growth in Tier 2/3 cities; rising adoption of UPI payments.
- Social commerce, D2C brands, and omnichannel retail on the rise.
- Increasing emphasis on logistics tech and customer experience
Image suggestion: Trend line or word cloud with “social commerce,” “UPI,” “D2C.”
10. Recent Policy Updates
- Stringent e-commerce regulations: data localization, restrictions on marketplace-exclusive brands,
increased scrutiny on FDI.
- Amazon’s response: “India First” initiatives, more local partnerships, pricing adjustments due to fee
increases and new tax structures.
Image suggestion:Government policy icons; “Make in India” slogan visual.
