Karan Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit and Eternal emerge stronger. Reliance’s dark store strategy won’t disrupt leaders. Taurani remains bullish on Radico Khaitan in alcobev and prefers Jubilant FoodWorks and DMart among discretionary consumption stocks.Karan Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit and Eternal emerge stronger. Reliance’s dark store strategy won’t disrupt leaders. Taurani remains bullish on Radico Khaitan in alcobev and prefers Jubilant FoodWorks and DMart among discretionary consumption stocks.
Swiggy, Zomato duopoly to stay strong; Reliance entry won’t disrupt market: Karan Taurani
