India Is Getting Tired of Swiggy and Zomato
Something interesting is happening in India’s food delivery space — fatigue. Not outrage, not rejection, but a quiet, growing fatigue.
Consumers still love the convenience. But they’re beginning to question the cost — not just in rupees, but in experience, fairness, and value. Restaurants are starting to feel trapped between commissions and competition. Riders are struggling for stability. And customers increasingly find themselves paying more for the same biryani they ordered last year.
This fatigue isn’t about food delivery itself. It’s about how it’s being delivered.
The Aggregator Plateau
Swiggy and Zomato have built massive networks and proven that India can support digital-first logistics at scale. Their contribution to India’s startup story is undeniable. But their challenge now is one of scale saturation — the more they grow, the less flexible they become.
Their business models depend heavily on high commissions and aggressive monetization, which are hard to sustain without alienating partners or users. Add rising operating costs, loyalty wars, and regulatory scrutiny, and it’s clear that the sector is ready for reinvention — not repetition.
A Shift in Consumer Sentiment
Across Tier 1 and Tier 2 cities, people are starting to seek better value alignment. They want apps that care as much about local restaurants as they do about discounts. They want real transparency, not just clever marketing. And they want brands that stand for more than convenience — brands that stand for fairness, simplicity, and trust.
That’s where the opportunity lies.
The Yori Vision
At Yori, we believe the future of on-demand services isn’t about doing one thing better — it’s about doing everything smarter. We’re building a unified ecosystem that connects rides, deliveries, groceries, and services under one lean, interoperable platform.
Our philosophy is simple: create shared value, not extracted value. Keep commissions minimal, empower local businesses, and design systems that scale responsibly — without burning through trust or capital.
We’re not trying to outspend anyone. We’re trying to outthink them.
India’s Next Leap
The next decade of on-demand platforms in India will be defined not by who raised the most, but by who built the most efficient, equitable networks. Investors are beginning to notice this shift — from bloated operations to leaner, purpose-driven ecosystems.
India isn’t tired of innovation. It’s tired of repetition.
And that’s where the next generation of platforms — and investors — will find their edge.