Group 1 - Intensifying competition in India's online grocery delivery space is negatively impacting the shares of market leader Eternal Ltd. and its competitor Swiggy Ltd., with Eternal's shares dropping nearly 4% to their lowest level in three months [1] - The ongoing discount war is raising concerns about the profitability of India's delivery firms, as second-quarter earnings missed estimates and companies are prioritizing growth over margins, which could affect investor sentiment ahead of Swiggy's planned follow-on share sale of over $1 billion and Zepto Pvt. Ltd.'s upcoming IPO [2] - The quick commerce market is not infinitely expanding, and as companies increase charges to achieve profitability, growth is expected to slow significantly [3] Group 2 - Swiggy's Instamart and Zepto have recently removed certain charges and lowered minimum order values for free deliveries, with Jefferies noting more aggressive discounting across categories, led by Amazon Now [4] - The price war in India mirrors a similar trend in China, where companies like Meituan, JD.com, and Alibaba are offering deep discounts, with Meituan losing almost a third of its market value this year due to market share loss [5]

Group 1 - The article discusses the importance of timely delivery of newsletters to subscribers [1][3] - It highlights the subscription process and the anticipation of future communications [3]