Flipkart under Walmart management

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How did google get involved.? 😛
 
i am not sure if Amazon would still have to pay 2 billion dollar breakup fee mentioned in the reports if cci rejects the deal.
 
^^ well they still have to pay it. break up fees is for confidential data shared to a rival.

Like At&t paid to T-mobile 6$ billion which was rejected by usa whatever dept. Which in turn help tmobile turnaround it's network and now verizon & at&t both are struggling thanks to extra competition.
 
which is why the breakup fee offers shows that Amazon is/was dead serious about their offer. giving usd 2 billion to a rival which is struggling to compete against them (except for maybe fashion and mobile segment) makes very little sense otherwise.
 


The news in seller circle is that Flipkart-Walmart deal is more or less done. Amazon was never really interested in FK. And this breakup fee is just another PR B.S by Flipkart.

On the other hand, the fortunes of Snapdeal would turn if FK gets acquired by Walmart/Amazon.
 
Indian e-commerce/omnichannel market is super huge. It would become another Amazon vs Walmart battle if Flipkart gets acquired. Leaving space for other big investors. After Flipkart and Amazon, Snapdeal is undoubtedly the third most popular marketplace platform.

Shopclues is not in a recoverable condition and from initial days it is known to be more of a china/bombay bazaar type of store. Paytm was never really an e-commerce player; its basically a finance/payments company which tried to become an e-commerce firm solely on cash backs and failed. eBay is no longer in the scene after getting acquired by Flipkart.

Next marketplace is Infibeam. They are popular for books. And now a days they are minting money through services/govt contracts. Not really interested in marketplace business. That leaves us with Tata CLiQ which operates in the niche of pure omnichannel retailing which concentrates on selected brands. And Tata's won't get VC funding for their operations.

Myntra,Jabong, Voonik, Gofynd etc are in the niche segments and not really hypermarket like marketplaces where we can get everything.

So if Flipkart gets acquired, other investors would definitely look for companies which can compete with FK+Amazon. Snapdeal would be their natural choice. Another key thing is the cult level following of sellers Snapdeal had which is key to the success of any market place platform. Quite a lot of sellers still swear by Snapdeal. Most had stopped selling there due to the fear created by media by saying Snapdeal is about to become bankrupt. I agree that for sometime payments were delayed and there was fear among sellers. Now folks are slowly going back to Snapdeal and payments are more or less normal.
 

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