Five strategic developments from Eternal’s Q2FY27 earnings call

Eternal is building its businesses around owning inventory, stores and delivery networks. It argues that this will protect Zomato and Blinkit from artificial intelligence (AI) shopping agents and help Blinkit take on e-commerce, according to its shareholder letter and earnings call on October 21. Eternal is also moving District, its going-out business, into a separate subsidiary.