War singes ecommerce, quick commerce supply chains as input costs rise

India’s quick commerce, ecommerce and logistics ecosystem is beginning to feel the heat of the war in West Asia, with companies reporting increasing costs, delayed supplies and operational risks even as consumption holds steady, said people familiar with the matter.

The first signs of stress, according to industry executives, are visible in packaging costs and inventory movement and fulfilment cycles, particularly for quick commerce platforms that depend on high-frequency restocking. Demand-side pressures could emerge if fuel prices rise sharply, they said.