Positive impactCompany
Motilal Oswal prefers Eternal over Swiggy as Blinkit widens its lead over Instamart
CNBC-TV18 1 hr ago·23 Oct 2026, 5:06 am
Motilal Oswal has named Eternal its preferred investment in the quick commerce sector, citing superior execution and store productivity compared to Swiggy. The brokerage highlights that Blinkit's growing market share and improving unit economics make it a more attractive option. This preference comes despite Eternal's higher valuation, as analysts see its operational efficiency as a key differentiator.
For investors, this shift in focus underscores the intense competition within the quick commerce space. Swiggy's higher losses and execution challenges have led to a more cautious outlook from the brokerage. Investors should monitor how these companies manage their unit economics and store productivity to gauge their long-term profitability and sustainability.
Excerpt from CNBC-TV18
Published On Oct 23, 2026 | 10:36 IST Last Updated On Oct 23, 2026 | 10:36 IST Motilal Oswal believes Eternal remains the stronger quick commerce investment due to Blinkit's execution, store productivity and improving unit economics. The brokerage remains cautious on Swiggy, citing rising losses and weaker execution…Read the original at CNBC-TV18
Affected stocks
Bullish2 stocks
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Eternal (ETERNAL).
- Category: Company.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
- Also mentions SWIGGY.
Why it matters
A meaningful update for Eternal worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
