Industry Newslast miled2cshadowfaxgig economy
Shadowfax Shifts Toward D2C Same-Day Delivery
7.1
Shadowfax, a publicly listed Indian logistics firm, says in a recent earnings call it is shifting from marketplace-focused volume to D2C, same-day, and volumetric deliveries. Management reports D2C share grew from negligible to early teens and Prime is the fastest-growing vertical; the company cites higher yields (20–25%) and technology-driven routing as central to improving unit economics and margins.
Key Points
- 1Expands D2C: Shadowfax grows D2C and same-day share from negligible to early-teens
- 2Highlights yield gap: D2C and SME shipments generate 20–25% higher yields than marketplace contracts
- 3Demonstrates tech moat: AI routing and gig orchestration enable denser networks and better unit economics
Scoring Rationale
Company-level strategic shift with credible metrics and actionable tech insight, limited by single-firm focus and modest novelty.
Sources
Public references used for this report.
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