Brief Summary
This video is about Zomato's new venture, District, and its ambitious plan to dominate the offline market. It explores why Zomato launched District, its potential in the O2O (online-to-offline) space, and how it aims to compete in dining out, movie/event booking, offline shopping, and eventually, travel. The video also touches upon Zomato's strategy to become a $100 billion company.
- Zomato's District aims to bridge the gap between online and offline experiences.
- District leverages Zomato's existing user base and personalization capabilities.
- The company is targeting a massive, largely untapped offline retail market.
Intro
The video starts with the author noticing a new "stores" feature in Zomato's District app, which lists various offline stores like fashion, home decor, and furniture. This observation leads to the question of whether District is expanding beyond its initial focus on dining out, movies, and event ticketing. The author investigates Zomato's plan, highlighting that District aims to capture the offline market, complementing Zomato and Blinkit's online presence. This move is portrayed as a significant step towards building a lasting, generational company, aligning with Deepinder Goyal's vision and the renaming of the parent company to "Eternal."
Why District?
This section explains the rationale behind Zomato launching District. Deepinder Goyal believes that business models need constant iteration due to rapid technological changes and decreasing customer loyalty. Zomato sees District as its fourth version, following its evolution from a restaurant discovery platform to food delivery, quick commerce (Blinkit), and now, offline experiences. The key reason for focusing on the offline market is its massive size, representing 90% of India's $1.4 trillion retail market in 2025. While the online retail segment is crowded, the offline space offers significant opportunities for innovation and growth, which District aims to tap into through the O2O (online-to-offline) model.
District's Right to Win
This part discusses how Zomato plans to succeed with District, focusing on four key segments: dining out, movie/event booking, offline shopping, and travel/holiday booking. In dining out, Zomato already has a strong presence and can leverage District to attract new users through bundled deals. For movie and event bookings, Zomato acquired PTM's business to compete with BookMyShow, using its financial resources for marketing and exclusive events. In offline shopping, District aims to help stores attract customers with discounts, addressing the need for offline presence and brand building. The travel segment is still in the planning phase, but it will face stiff competition from established players like MakeMyTrip and Thrillophilia.
