Is Reseller and B2B Demand Hidden in Meesho’s Numbers?

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

Chapters

00:00 Trailer

00:57 Introduction

01:52 Meesho’s 4-Sided Marketplace Flywheel

05:50 Why Meesho Deliberately Reduces AOV

11:58 IPO Math: Who Actually Makes Money

19:49 Opportunity for Lenskart?

21:58 Meesho’s Unit Economics

24:00 Shopee vs. Meesho

29:50 How Selection Helps Meesho Creators

34:02 The Operating Lever That Makes Low AOV Work

41:12 Meesho’s Design Choices

43:31 Merchant-First Thinking

47:09 Concluding Thoughts

Charts referred to in the episode:

https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharing

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