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The Ken's deep, unsentimental reporting on how q-comm dependence compresses brand margins to the bone, including the founder line about running a business to pay commissions rather than to make money. Paywalled but worth it for the honesty. (URL live but bot-blocked; verify manually.)
Brands Once Desperate For Quick Commerce Now Have A Tiger By The Tail
From The Ken by The Ken
- Margins reported as low as ~3% when half of revenue comes from q-comm
- Commission plus in-app visibility can consume a large share of revenue
- 70%+ gross margin brands cope; others use q-comm as loss-making acquisition
