Sharp Premiumisation, High Loyalty — Where Trust Beats Discovery
Three brands—The Whole Truth (21%), Optimum Nutrition (20%), and MuscleBlaze (16%)—control 57% of Blinkit's protein category. In quick commerce, protein supplements represent a paradox: while the channel enables frictionless experimentation, the high-stakes nature of nutrition products reinforces risk aversion. Consumers gravitate toward brands they trust, formulations they know work, and SKUs they've purchased before. The result is a category where velocity concentrates around proven winners rather than distributing across a diverse long tail. ON's Gold Standard Whey 907g alone drives 43% of the brand's sales and 9% of entire category—demonstrating that hero SKU efficiency, not portfolio breadth, defines success.
The Portfolio Paradox: BeastLife (18 SKUs) captures minimal share. MuscleBlaze (16 SKUs) = 16% share. ON (9 SKUs) = 20% share. Efficiency wins—consumers arrive with intent, not to browse.
Hero SKUs define success: ON Gold Standard 907g = 43% of ON's sales. TWT Cold Coffee Whey = 27% of brand. MuscleBlaze Biozyme Rich = 27% of brand. Single SKU dominance is the pattern.
Clean-label undercurrent: TWT, Cosmix, TrueBasics (14% combined) appeal to millennials skeptical of additives, flexitarian-curious consumers, and informed label-readers.
The Whole Truth: 21% — Clean-label leader, transparency positioning resonates with health-conscious millennials.
Optimum Nutrition: 20% — Global legacy brand, consumers benchmark quality against global standards.
MuscleBlaze: 16% — Deep penetration among Indian fitness enthusiasts, India-specific innovations (digestive enzymes).
Emerging clean-label: 22% — AS-IT-IS, Cosmix, Nakpro, Oziva gaining with niche positioning.
ON: 9 SKUs → 20% share — Highest efficiency. Gold Standard dominates; minimal portfolio, maximum velocity.
MuscleBlaze: 16 SKUs → 16% share — Balanced approach. Biozyme line drives bulk of sales.
BeastLife: 18 SKUs → minimal share — The failure mode. Breadth without velocity = scattered demand.
The lesson: Portfolio architecture should focus on creating hero products, not maximizing SKU count. Concentrate demand, don't fragment it.
ON Gold Standard 907g: 43% of ON's sales, 9% of entire category. Extraordinary concentration—consumers know exactly what they want.
TWT Cold Coffee Whey: 27% of brand sales. Flavor-first, clean-label positioning resonating with indulgence-seeking health consumers.
MuscleBlaze Biozyme Rich: 27% of brand, Chocolate Hazelnut at 25%. Taste + absorption tech winning mass-premium fitness users.
Category top 3: ON Gold Standard 907g (9%), TWT Cold Coffee (6%), MB Biozyme Rich (4%) = 19% of total category from just 3 SKUs.
21% market share with transparency-first positioning. Cold Coffee Whey (27%) leads, followed by Unflavoured and Light Cocoa (17% each). Appeals to health-conscious millennials seeking indulgence without compromise.
20% market share with just 9 SKUs—highest efficiency. Gold Standard Whey 907g alone = 43% of ON's sales. Consumers benchmark quality against global standards.
16% market share with 16 SKUs. Biozyme Performance line dominates—Rich Flavour (27%) and Chocolate Hazelnut (25%). India-specific innovations (digestive enzymes) win mass-premium fitness users.
Blinkit's protein category reveals the paradox of quick commerce in high-consideration categories:
Speed reinforces trust, not discovery — While quick commerce enables frictionless experimentation, high-stakes nutrition products amplify risk aversion. Consumers default to known winners.
Premiumisation as quality signal — ₹2,000–₹5,000 price band dominates. Urban, fitness-focused consumers view protein supplements as health investments, not commoditized purchases.
Velocity concentration wins — Category leadership begins with single-SKU dominance, not portfolio breadth. Hero products first, variants second.
The pathway for challengers: Don't compete on general "quality"—stake out clear positioning around clean ingredients (TWT), Ayurvedic formulations (Oziva), budget accessibility (Nakpro), or performance-specific benefits. Then engineer hero SKU velocity around that positioning.
Actionable insights for different stakeholders in quick commerce nutrition