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3PLs Shadowfax, Delhivery, Allcargo pivot to vertical quick commerce as dark store race heats up
Our read
If you lack in-house fulfilment scale in fashion, beauty, pet or D2C, 3PLs like Shadowfax and Delhivery now offer turnkey dark-store quick commerce—test a vertical pilot before building capex-heavy infra yourself.
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The report,
Third-party logistics firms Shadowfax, Delhivery, Allcargo and Amazon Shipping are pivoting to vertical quick commerce in fashion, beauty, pet care and D2C, adding dark stores and infrastructure to serve brands lacking scale for in-house fulfilment.
Channel facts
From the report. Source details below
| Shadowfax net profit Rs 56 cr vs | Rs 10 cr loss |
|---|---|
| Zippee 9 lakh orders Feb 2026, 125 dark stores, | 21 cities |
| India 3PL market $38.18B in 2026 to $50.55B by | 2031 |
Also in the report
- Shadowfax Q4 FY26 revenue Rs 1,237 cr (+74% YoY)
- 100 new dark stores planned in FY27
- Allcargo operational profit +41%
- Delhivery Q3 FY26 revenue Rs 2,805 cr (+18%)
- Delhivery profit Rs 40 cr (+59%)
What it means for online and offline
Vertical quick commerce dark-store networks are becoming a strategic moat for 3PLs—evaluate partnership or acquisition of a Shadowfax-style enabler before brand-side platforms lock in exclusive fulfilment deals.
The source
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