印度-零售业-印度零售业的未来：无限赛局

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2、grocery–62%ofIndia'sretailrevenuepool–willdeterminethewinners.Battlelinesarebeingredrawn.MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaff

3、ecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandotherimportantdisclosures,refertotheDisclosureSection,locatedattheendofthisreport.+=Analy

4、stsemployedbynon-U.S.affiliatesarenotregisteredwithFINRA,maynotbeassociatedpersonsofthememberandmaynotbesubjecttoNASD/NYSErestrictionsoncommunicationswithasubjectcompany,publicappearancesandtradingsecuritiesheldbyaresearchanalystaccount.ContributorsMO

5、RGANSTANLEYINDIACOMPANYPRIVATELIMITED+NillaiShahEquityAnalyst+91226118-2244Nillai.Shah@morganstanley.comMORGANSTANLEYINDIACOMPANYPRIVATELIMITED+IndiraBadrinarayanResearchAssociate+91226118-2242Indira.Badrinarayan@morganstanley.comMORGANSTANLEYINDIACO

6、MPANYPRIVATELIMITED+ParagGuptaEquityAnalyst+91226118-2230Parag.Gupta@morganstanley.comMORGANSTANLEYINDIACOMPANYPRIVATELIMITED+GauravRateriaEquityAnalyst+91226118-2237Gaurav.Rateria@morganstanley.comMORGANSTANLEY&CO.LLCSimeonGutman,CFAEquityAnalyst+12

7、12761-3920Simeon.Gutman@morganstanley.comMORGANSTANLEY&CO.LLCXianSiew,CFAResearchAssociate+1212761-3716Xian.Siew@morganstanley.comIndia'sDigitalLeapTheFutureofRetailinIndia–PlayingtheInfiniteGameWethinkahybridretailmodel,onethatcombinesthedigitalpower

8、ofeCommercewithphysicalretail'sinfrastructureandservicecapabilities,isawin-winarrangement.Successonlineingrocery–62%ofIndia'sretailrevenuepool–willdeterminethewinners.Battlelinesarebeingredrawn.Retailisbecominganinfinitegame...AuthorSimonSinek