The Daily Brief Inside Meesho’s IPO
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Oct 28, 2025 Discover how Meesho is shaking up the Indian e-commerce landscape with its zero-commission strategy, focusing on low-ticket items and innovative content-led discovery. Explore plans for an IPO and how proceeds will enhance tech and marketing efforts. Also, delve into a shocking ₹2 crore front-running scam, examining how traders manipulated the market and the regulatory response that followed. Learn about the risks involved in competing solely on price in a fast-changing digital retail environment.
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Value Commerce Beats Convenience For Bharat
- Meesho targets value-conscious shoppers in smaller towns with ultra-low prices and no-frills operations.
- This mass-market approach differs from Amazon/Flipkart's convenience-led play and captures the long tail of unbranded goods.
Zero Commission, Higher Take Via Logistics
- Meesho uses a zero-commission model to onboard tiny sellers and drive ultra-low prices at scale.
- The platform leans on logistics and ads for revenue while keeping marketplace take essentially zero.
Discovery-Led Bazaar Experience
- Over 70% of Meesho orders come from discovery and recommendations, not search.
- The app replicates a bazaar-like browsing experience using content-led features like short videos and live streams.