Redseer is a leading strategy consulting firm that guides critical decisions in disruptive markets for investors, brands and new-age companies.
Bengaluru, India
Joined June 2009
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Redseer Strategy Consultants retweeted
India’s Online Retail Sector is officially crossing $90 Billion+ in 2026, growing at 22-24% YoY, fastest ever in five years!
Here’s a breakdown of @Redseer's latest report on Indian Online Retail in 2026 -
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ALT Redseer Strategy Consultants slide titled "Online retail is set to reach USD 90 Bn+ in CY2026, growing at the fastest pace in the last 5 years". The left chart shows India's online retail market accelerating at 22%–24% YoY to surpass $90 Billion in CY2026. The right stacked bar chart highlights category shares between CY25 and CY26, showing Grocery overtaking Mobiles to become the second-largest category purchased online: Fashion (~24% share, 17%–20% growth), Grocery (~19% share, 50%–53% growth), Mobiles (~16% share, 2%–3% growth), Electronics (~12% share, 16%–18% growth), Home & Furniture (~11% share, 31%–34% growth), Beauty & Personal Care (~9% share, 36%–39% growth), and Others (~9% share, ~25% growth). Post By - Anany Sehgal
Redseer Strategy Consultants retweeted
#Quickcommerce GMV went from $0.4bn to $13bn in 4 years — a 132% CAGR, dwarfing food delivery (19%), ride-hailing (9%) and home services (21%).
@Redseer / @Google see it hitting $70-90bn by FY31.
Qcom isn't a category anymore, it's the #hyperlocal economy's anchor.
Four years ago Gen Z spent about half what the average online shopper did. In H1 2026 it’s close to 90%.
Gen Z is now 38-40% of online shoppers and ~35% of online retail spend, up from 20% and 10% in 2022.
Our Partner Saurav Chachan on what’s shifting:
entrepreneur.economictimes.i…
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Diwali falls on the darkest night of the year & answers it with a million lights.
We've always worked in that spirit, cutting through the unknown so the businesses we partner with can see their way forward.
Here is to finding light in every unknown.
Happy Diwali from Redseer
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Festive changes what a quick commerce ad budget buys. Most of the year brands buy search to reach shoppers with a list. In festive weeks budgets move to the homepage to catch impulse.
Our partner Nikhil Dalal talks about it on Storyboard18:
na2.hubs.ly/H08RJxp0
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Dubai banked on Q4 to seal its hospitality recovery. Renewed regional tension has flattened that climb and our October read holds occupancy at 65%.
Akshay talks about why 2026 will be a year of recalibration and what the path back looks like - na2.hubs.ly/H08N1lv0
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India’s online retail will cross $90 Bn in 2026.
Quick commerce pulling demand from offline, value commerce deepening in smaller cities, Gen Z scaling online, a cyclical bump turning structural.
Our partner Kushal Bhatnagar talks about it to The Week 👇
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MENA online retail can hit $100 Bn by '30, led by UAE, KSA & Egypt.
3 growth observations stand out - online held through the 2026 shock, quick commerce grew across conflict, & fast consolidating of grocery
Read more on our MENA Online Retail report - na2.hubs.ly/H08Kfq50
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GCC creators depend on brands more than their US peers do.
As consumer trust in creators softens, income paid directly by audiences matters more. Platforms are rolling out gifting and subscriptions, and 40% of regional creators plan to adopt them.
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More than half of India’s gig workers had no paid work before their current gig. 37% had never held a paid job.
Gig is becoming a front door to India’s workforce. Artham and Kushal unpack the data on the latest Redseer podcast.
Full episode: na2.hubs.ly/H08x36D0
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Ravan had 10 heads, and Ram needed only 1 arrow, aimed at the right place.
The hardest problems rarely yield to more effort. They yield to precision: knowing where to look, and aiming there.
Wishing you clarity, courage and a Happy Dussehra from Redseer.
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2021 IPOs sold growth, 2026 IPOs will need to sell profitability.
We built an IPO Readiness Index to measure what makes India’s new-age companies ready to list. It has 5 elements - Scale, Growth, Profitability, Valuation Discipline and Operating Maturity.
Full conversation 👇
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Congratulations to Pallav Bihani and the Boldfit team on a landmark fundraise.
We are pleased to have supported Boldfit with sell-side commercial due diligence on its ₹400 crore raise led by Bharat Value Fund, managed by The Wealth Company Alternates.
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8/9 spots on MENA’s online grocery podium are digital-first.
Why only four years? Grocery ran on rails food delivery had already built: rider fleets, stored payments, sub-30-min logistics, dark stores.
Heat and dense cities did the rest.
Full Report - na2.hubs.ly/H08ppxw0
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Tier 2+ now grows faster than metros in online fashion and beauty.
Value commerce is shipping aspiration to every pin code, and brands that localise selection and creative are winning the next lifestyle consumer.
Full report: na2.hubs.ly/H08ldw50
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Shoppers will automate as much grocery buying as they can, while stores shift to fresh food, experience and online fulfilment.
Takeaways from the Food Business Forum panel moderated by our Asc. Partner Akshay J.
Read more on our online grocery report: na2.hubs.ly/H08lclf0
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Two days into Festive Sale: Quick & Value commerce took ~1/6th of sales.
Quick commerce GMV ~2.5X YoY, value commerce up ~60%-70%. Horizontals still own big-ticket buys, with 90%+ of mobiles, electronics and appliances.
See where your brand stands: na2.hubs.ly/H08k8Vb0
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India’s festive sale is heading for 100 million shoppers.
Two-thirds of shoppers in the opening two days came from Tier 2 cities and rural areas, with value fashion standing out.
Nikhil Dalal’s read on the opening days via ET:
na2.hubs.ly/H08k6kb0
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India spent ~$2.5 Bn online in the first 2 days of festive sales, ~6X a BAU day.
The big shifts? Younger shoppers, Tier 2+ demand, a widening basket, K-shaped fashion growth, and quick commerce at 4-5X BAU.
Redseer expects 100Mn shoppers this festive season.
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AI turned office leasing into a planning problem
75% of enterprises we spoke to have seen their planning horizon narrow to 2-3 years. Long leases look risky when team size is hard to predict, so flex is becoming the de facto choice
Watch the full episode na2.hubs.ly/H08c-XT0
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