Marketplace Shortages Push Self Delivery
Ratnesh Verma, CEO of Pidge, on on-demand delivery logistics in India
This points to the real bottleneck in Indian D2C delivery, which is not demand generation but dependable fulfillment at the moment an order is placed. Marketplaces like Zomato and Swiggy can send volume, but brands lose customer data, brand control, and often delivery certainty when platform supply tightens. That pushes growing brands, cloud kitchens, and social commerce sellers to run their own riders even though captive fleets are harder to scale.
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The practical issue is not just commission. Marketplace delivery can become supply constrained, which shows up to the customer as temporarily unavailable even when the restaurant can still cook and hand off the order. That makes a brand look unreliable, so many operators keep a self managed fallback for important orders.
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Own delivery gives brands control over the parts customers actually notice, packaging condition, food temperature, rider behavior, and post purchase data. For an aspirational food or D2C brand, these details shape repeat purchase, while marketplace orders often leave the merchant with weaker direct customer relationships.
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This creates a white space between hyperlocal apps and traditional parcel networks. Hyperlocal fleets are optimized for short radius speed, while enterprise couriers optimize for reach over days. Pidge is built around the middle case, same day, citywide, branded delivery for merchants that need both elasticity and control.
The next phase of Indian commerce should favor logistics networks that let merchants keep the customer relationship while outsourcing the messy part of dispatch. As more brands shift spend from marketplaces to direct channels, the winning delivery layer will be the one that feels as reliable as an in house fleet, but scales across cities without the fixed cost.