
Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat
ASYMMETRIC
00:00
NMV, Cancellations and Revenue Composition
Shantanu breaks down GMV vs NMV, COD reductions, and highlights that fulfillment revenue forms most of Meesho’s take rate.
Play episode from 22:04
Transcript


