Ecommerce
Meesho draws Nomura Reduce tag as valuation premium bites
Stock slips 5% after the broker flags premium to peers despite lower NMV growth, squeezing merchant acquisition budgets.
Ananya Rao · 27 Sep · 4 min read
10 stories for “meesho”
Ecommerce
Stock slips 5% after the broker flags premium to peers despite lower NMV growth, squeezing merchant acquisition budgets.
Ananya Rao · 27 Sep · 4 min read
Ecommerce
Both platforms lock the festive calendar and force brands to split inventory and ad spends.
Ananya Rao · 23 Sep · 4 min read
Ecommerce
More than 3,000 village-made goods go live on major marketplaces, giving rural producers direct festive shelf space.
Ananya Rao · 17 Sep · 4 min read
Ecommerce
Walmart arm expands last-mile by 1.4 lakh roles ahead of Big Billion Days, squeezing smaller logistics players on rider supply.
Ananya Rao · 17 Sep · 4 min read
Platforms
Marketplace programme arms Tier-2 fashion labels with video, live commerce and virtual try-on to cut discovery cost before festive.
Rhea Kapoor · 11 Sep · 4 min read
Ecommerce
Value platform opens hybrid channel for traditional stores via influencer video and fulfilment, giving single-brand outlets pan-India reach without full D2C build.
Ananya Rao · 10 Sep · 4 min read
Ecommerce
Infisum and Fynd data show D2C pre-Navratri orders already up and full-season GMV expected 35-40% higher, lifting dark-store throughput.
Ananya Rao · 8 Sep · 4 min read
Opinion · Retail
Zudio-style sub-₹999 machines keep posting faster growth than curated premium floors even as Reliance and others chase margins.
The Desk · 24 Aug · 4 min read

Supply Chain
Someone still has to take a packet to a town that is not on a 10-minute map. That someone is having a better decade than the pitch decks admit.
Farhan Qureshi · 12 Aug · 5 min read

Ecommerce
Value commerce is not a tier-2 story. It is the majority of Indian ecommerce, and it does not care about your 10-minute milk.
Meera Iyer · 10 Aug · 6 min read