Swiggy called the zero-commission food delivery model a "marketing gimmick." This directly contradicts rivals like Rapido's Ownly, who launched with zero-commission this year. The debate boils down to who ultimately bears the cost: restaurants, consumers, or delivery partners.
Swiggy launched Toing in September 2023, targeting budget-conscious customers with meals starting at Rs 49. This follows their deliberate exit from the micro-kitchen model 4-5 months ago, citing high costs and uncertain economics.
Watch Toing's user activation rates in the next two quarters, particularly how it converts dormant Swiggy users. The long-term viability of Rapido's Ownly zero-commission model will likely clarify this market dynamic by early 2025.
🇮🇳 Why This Matters for India
For students and early jobbers in Tier 2 cities like Indore and Nagpur, Toing's Rs 49 meals offer a crucial entry point into regular food delivery.
The Take
Swiggy's "gimmick" comment is really a subtle nod to the inevitable — scale makes zero-commission unsustainable without other revenue levers. Toing appears to be a land grab for the 70% of users they currently miss, setting the stage for eventual upselling.
Source:  MediaNama ↗