Zepto Shuts Down ‘Daily’ Subscription Amid IPO Push

• Editor
• February 20, 2026
• Business, Companies & Industry
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February 20, 2026 — In a major move to streamline operations ahead of its highly anticipated public market debut, quick-commerce unicorn Zepto has officially discontinued its loyalty and subscription program, Zepto Daily. The service, which primarily focused on recurring milk and grocery deliveries, has been pulled from the app as the company pivots toward a leaner, more profitable business model.

Strategic Pivot to Profitability

Industry insiders suggest that the shutdown is part of a broader “optimization” phase. Zepto, which recently filed its Draft Red Herring Prospectus (DRHP) confidentially for a $1.3 billion IPO, is under intense pressure to improve its unit economics.

While Zepto Daily—and its predecessor Zepto Pass—were successful in acquiring millions of users (crossing 4 million subscribers in 2024), the heavily subsidized nature of these programs (often sold for as low as ₹1 per month) became a burden on margins.

“Our focus remains on building offerings that are simple, transparent, and aligned with what our customers value most,” a Zepto spokesperson stated.

The Rise of “Platform Fees”

The closure of subscription models marks a shift in the Indian quick-commerce landscape. Instead of blanket discounts, platforms are now leveraging Platform Fees and Handling Charges to build sustainable revenue streams.

Path to the IPO

Zepto is aiming for a listing on the NSE and BSE between July and September 2026, targeting a valuation of $7 billion to $8 billion. By removing low-margin subscription services and increasing per-order fees, the company hopes to achieve EBITDA profitability by the time it meets public investors.

Despite the shutdown of the “Daily” service, Zepto continues to expand its Zepto Cafe vertical and non-grocery segments, which offer significantly higher margins than the traditional milk-and-bread delivery model