The silver-line in the Q2 Results of Zomato
How valuable is your platform?
Zomato posted their Q2 results.
Two metrics I thought were quite interesting -
The monthly transacting users on the platform are now 1.5 cr.
Zomato made 400 cr. in delivery charges this quarter
That roughly translates to ~INR 100 per user per month.
This re-iterates the concept of a super-user wherein once the user comes to a platform they transact multiple times thereby driving LTVs (Life Time Value) of the customer.
Does this justify high CACs? Customer Acquisition Costs, which are mostly dominated by discounts, advertisements and ‘push’ spends.
Here’s our take on the latest episode of StockRoom Sunday both from Fundamental (19:20) and Technical side (7:20).