Overview

• Amazon logged about 380 million visits in two days with over 70% from beyond the top nine metros, while Flipkart visits rose 21% and Meesho drew 240 million visitors with roughly 29,000 orders per minute.
• GST changes reshaped pricing as large TVs moved from 28% to 18% tax, cutting retail prices by 6–8%, while apparel under Rs 2,500 and furniture were set at 5%.
• Premiumisation intensified, with smartphones above Rs 20,000 growing about 50% year on year and QLED and Mini‑LED TV sales up 23% and 27% on Amazon’s platform.
• Small sellers saw outsized gains, as Amazon reported more than 16,000 SMBs tripled their sales during the opening days, largely from tier‑2 and tier‑3 cities.
• RedSeer maintained a festive‑month outlook of roughly Rs 1.15 lakh crore in GMV, pointing to 20–25% growth compared with last year.