Amazon Now Crosses $1B in Annualized Sales in India

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โดย Zacks Investment Research·IN·Read original
Summary · why it matters

Amazon's quick-commerce arm in India, Amazon Now, has crossed $1 billion in annualized gross sales over the trailing three months, a threshold the company calls the fastest scale-up of any e-commerce unit in its India history. According to Amazon India's own disclosure, orders have doubled every quarter since launch, with daily order volumes now around 700,000, giving the service roughly a 10% share of the quick-commerce market by orders and about 14% by value. The service has expanded fourfold in under ten weeks, reaching more than 60 cities and towns through a network of more than 750 micro- and urban-fulfillment centers, with Amazon targeting 100 cities by Diwali and 1,000 dark stores by year-end as part of a previously announced plan to cover over 300 cities nationally. The India push sits alongside broader momentum in Amazon's global numbers: for the second quarter of 2026, the company reported worldwide net sales of $200.6 billion, up 20% year over year, while its International segment, which includes India, posted net sales of $42.2 billion, up 15% year over year, with segment operating income rising to $1.7 billion from $1.5 billion a year earlier. Amazon has also been testing a Hindi-language version of its generative-AI assistant, Alexa+, among Indian users, though no India launch date has been confirmed. The picture is not without caveats, as building and operating hundreds of dark stores is capital-intensive and Amazon entered India's quick-commerce race well after rivals such as Blinkit, Instamart and Zepto had already built scale.

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Amazon Now crossed $1B annualized gross sales in India with orders doubling quarterly, a concrete end-customer demand milestone.

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