Zepto

14 atoms · 跨 3 天 · 首见 2026-04-18 · 最近 2026-06-09

三色: 🟦 fact 13 · 🟥 take 1 · stance ▲1/▼1/◆2

来源: X 14

时态: fresh:14

标签: 好数字:12 · 好信源:2

预测 (forecast) (1)

• 2026-06-09 · IPO 估值
  Zepto’s just filed to go public in India for ~$7-10B!
  tags: 好数字 · → daily
  value: qty=$7-10B · date=IPO

事实 (fact) (13)

• 2026-06-08 · IPO上市
  Indian quick grocery delivery startup Zepto files for an India IPO, planning to raise ~$836M by selling new shares
  tags: 好信源 · → daily
  value: qty=$836M · date=IPO
• 2026-06-09 · IPO filing reveals fast growth
  Zepto’s IPO filing reveals fast growth, bigger losses, and a valuation question nobody’s answered yet
  tags: 好信源 · → daily
• 2026-06-09 · 营收
  Last year, Revenue 2x’d to ~$2.4B
  tags: 好数字 · → daily
  value: qty=~$2.4B · date=last year
• 2026-06-09 · 亏损率变动
  Loss margins halved (-26%), looks like a path to profitability
  tags: 好数字 · → daily
  value: direction=-26% · date=last year
• 2026-06-09 · 用户数
  ~50M users
  tags: 好数字 · → daily
  value: qty=~50M · date=last year
• 2026-06-09 · 每用户营收增长
  rev/user growing
  tags: 好数字 · → daily
  value: direction=growing · date=last year
• 2026-06-09 · 亏损率变动
  The loss margin halved last year so there’s good reason to believe it will.
  tags: 好数字 · → daily
  value: direction=halved · date=last year
• 2026-06-09 · 营收增长率
  Swiggy is the obvious public comp here which is at the same revenue ($2.4B) but growing slower (51% vs 104%)
  tags: 好数字 · → daily
  value: qty=104% · date=FY26
• 2026-06-09 · 亏损率
  with slightly lower loss margins (-18% vs -26%)
  tags: 好数字 · → daily
  value: direction=-26% · date=FY26
• 2026-06-09 · 亏损率变动
  Zepto’s loss margins declined by 2x to -16%, which seems very fixable
  tags: 好数字 · → daily
  value: direction=-16% · date=FY26
• 2026-06-09 · App 评分
  You just linked to an app rated 4.7/5 with 3 bad reviews cherry-picked
  tags: 好数字 · → daily
  value: qty=4.7/5 · date=now
• 2026-04-18 · 估值
  Their other client is Zepto, an Indian company that delivers groceries with a SEVEN BILLION DOLLAR VALUATION that has never turned a profit.
  tags: 好数字 · → daily
  value: qty=SEVEN BILLION DOLLAR
• 2026-04-18 · 盈利状态
  Zepto ... that has never turned a profit.
  tags: 好数字 · → daily
  value: qty=has never turned a profit

时间轴 (近 20)

• 2026-06-09 · fact · IPO filing reveals fast growth · → daily
• 2026-06-09 · forecast · IPO 估值 · → daily
• 2026-06-09 · fact · 营收 · → daily
• 2026-06-09 · fact · 亏损率变动 · → daily
• 2026-06-09 · fact · 用户数 · → daily
• 2026-06-09 · fact · 每用户营收增长 · → daily
• 2026-06-09 · fact · 亏损率变动 · → daily
• 2026-06-09 · fact · 营收增长率 · → daily
• 2026-06-09 · fact · 亏损率 · → daily
• 2026-06-09 · fact · 亏损率变动 · → daily
• 2026-06-09 · fact · App 评分 · → daily
• 2026-06-08 · fact · IPO上市 · → daily
• 2026-04-18 · fact · 估值 · → daily
• 2026-04-18 · fact · 盈利状态 · → daily

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