Akshit Goel

How Reliance is quietly shaking up India’s ₹67,100 crore beverage market. Campa Cola was once a forgotten brand. Today, it's the reason Coca-Cola and PepsiCo are getting nervous. In just 18 months, Campa has crossed ₹1,000 crore in revenue. It already holds more than 10% market share in sparkling beverages in some states. That’s huge. Especially when you compare it to the giants. Varun Beverages, which bottles Pepsi in India, made ₹14,703 crore in FY24. Hindustan Coca-Cola Beverages earned ₹14,236 crore. Campa is still smaller. But its growth speed? Unmatched. And the secret? A ₹10 cola bottle. Yes, that’s where the disruption began. A 200 ml PET bottle priced at ₹10. Half the price of Pepsi or Coke. Same fizz. Same feel. Half the price. For a price-sensitive market like India, that’s a powerful proposition. But it wasn’t just pricing. Reliance gave retailers what others didn’t—higher margins. While Coca-Cola and Pepsi typically offer 3.5–5% margins, Campa offers 6–8%. - Retailers are happy. - They push Campa more. - Shelves are being reorganized. - Small shops are giving Campa prime space. This shift is visible. Not just in metros—but more in Tier II and Tier III cities. Smaller towns. Rural belts. Where affordability matters more. Reliance isn’t spending big on ads like Pepsi or Coke. But they bought the co-presenting rights for IPL 2025. ₹200 crore invested in visibility. Now you see Campa Cola every match. Every timeout. Every break. The distribution is classic Reliance. Through 18,900+ stores, JioMart, Sahakari Bhandars, and even kiranas. Campa is sold where it matters most—the last mile. And now, Campa is no longer alone. Reliance has launched: RasKik – ₹10 glucose drink Spinner – ₹10 sports drink, co-created with Muttiah Muralitharan Independence water – ₹10 for 750 ml This is not just a product play. It’s a portfolio play. Reliance is betting big on India’s ₹10 price point. One that was abandoned by MNCs years ago. They’re bringing it back. And making it mainstream. And the numbers show it’s working. Distributors report 20–45 day wait times for Campa stock in some markets. Demand is outpacing supply. Some even say Campa is "sold out for summer." Meanwhile, Coke and Pepsi are reacting. Reducing prices. Offering combo deals. Launching new campaigns. But they’re following. Not leading. Reliance is setting the pace. All of this, from a company that entered FMCG just two years ago. Disruption in telecom started with ₹0 calls. Disruption in beverages? Started with a ₹10 cola. Watch this space. The cola war has only just begun. Do you also fall for the ₹10 price point? Let me know in the comments 👇 #campacola #cocacola #fmcg #pepsico

Mukesh Ambani’s Reliance Is Coming for Quick Commerce — Who Will Survive? (This is not just another player entering the market. This is a takeover play.) Zepto plans 1000+ dark stores by 2025. Blinkit and Instamart aim for 1500+ each. Meanwhile... Reliance Retail already has 18,836 stores across almost every Indian city. (Yes, you read that right.) Instead of building dark stores from scratch, JioMart will leverage its existing network. This gives Reliance: • Speed • Cost advantage • Unmatched geographic reach Today: • Zepto → 35+ cities • Blinkit → 43 cities • Instamart → 44 cities • Reliance → Targeting 1,000 cities And they’re not stopping there. Reliance is also setting up new dark stores wherever 30-minute delivery is hard. Already: • 4,000+ pin codes covered • 2,100 stores activated for 30-min delivery • Quick delivery orders grew 2.4X just last quarter But here’s the bigger twist: Quick commerce is no longer just about groceries. Blinkit and Zepto now deliver: • Electronics • Fashion • Beauty products Guess who is better placed for that? Reliance, with 10,000–12,000 SKUs across all these categories. Current market share: • Blinkit → 46% • Zepto → 28% • Instamart → 28% Revenue snapshot: • Zepto → ₹10,000 crore • Blinkit → ₹2,300 crore • Instamart → ₹1,100 crore JioMart’s plan? Zero delivery fees. No surge pricing. No platform fees. Sounds familiar? (Remember what Jio did to telecom in 2016? Same playbook.) Reliance can afford losses longer than any startup can survive. • Reliance Retail revenue → ₹78,622 crore last quarter • 16.3% YoY growth • Digital + New commerce → 18% of total retail revenue But it’s not an easy slam dunk. Challenges ahead: • Stores are designed for walk-ins, not instant picking • 30-min packing and delivery needs operational excellence • Metro customers are used to Blinkit and Zepto’s 10-min deliveries Reliance must deliver: • Better value • Wider selection • Flawless experience If they pull it off? → Reliance could scale 3–5X faster than rivals across India. Quick commerce is no longer a side hustle for Reliance. It's a retail land grab. And in a landgrab... Whoever moves fastest and widest wins. Will Blinkit, Zepto, and Instamart survive the new Reliance storm? P.S. Repost ♻️ if you found this breakdown helpful!

Modiji destroyed Maldives with one photoshoot 🤌 - Lakshadweep is the top searched keyword on Google for 2 consecutive days - Boycott Maldives started trending on Twitter soon after this photoshoot - In 2021 and 2022 Maldives saw over 2.5 lacs tourists just from India and if an average Indian spends just Rs 50000 then Indians have spent over 25 billion rupees on tourism in Maldives Imagine just 20% of this is transferred to Lakswadeep then Modiji just created a value of over 5 billion rupees to Lakshadweep Does any travel influencer in the world has the potential to create such value? Influencers impacting brands and Modiji impacting states🤌 #lakshadweep #modiji