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Amazon India vs Meesho
Meesho: 29 reports on results in 90 days, against 8 for Amazon India. Amazon India leads on strategy: 14 against 2 for Meesho.
Latest behind it: CLSA: Meesho and Nykaa Fashion grow festive users faster year on year than weekly trends imply; Flipkart leads
- Amazon India
- 56 reports in 90 days
- 52 in the 90 days before; most on strategy (14)
- Meesho
- 64 reports in 90 days
- 30 in the 90 days before; most on results (29)
Free account. New reports on either brand collect on your Following page as they publish.
Side by side
Counts are the reports we hold on each brand: one event counted once, phone and car launches and news outside retail left out. They show where each brand made news, not market share or store totals.
- 10 SeptMeesho scraps CPO role in product-team restructuring; Arunachalam remains in senior management
- 11 SeptAmazon India outlines $48bn five-year push across quick commerce, pharmacy and exports
- 17 SeptMeesho’s Valmo helps 10,000 delivery partners initiate ITR filings
- 23 SeptMeesho sees ₹899-crore block deal as global institutions buy stake
- 7 OctMeesho board approves up to ₹50 crore investment in Retail Pulse Labs as DII, FPI stakes rise; shares up 59% in six months
- 15 OctMeesho independent director Surojit Chatterjee resigns from board, effective 16 October, citing personal commitments
Moves to read first
- Amazon India's Great Indian Festival 2026 sees product orders double in the first 12 hours
Amazon India's Great Indian Festival 2026 recorded a 100% year-on-year increase in products ordered during its opening 12 hours.
- CLSA: Meesho and Nykaa Fashion grow festive users faster year on year than weekly trends imply; Flipkart leads
CLSA reported Flipkart added 26.7 million weekly active users, while Amazon and Meesho each added 22.6 million in the latest week.
- Non-metros drive 70-80% of Amazon India's new customers as Amazon Now reaches $1 billion in annualised gross sales
Non-metro cities account for around 70-80 per cent of Amazon India's new customers, said vice-president Saurabh Srivastava.
- Meesho board approves up to ₹50 crore investment in Retail Pulse Labs as DII, FPI stakes rise; shares up 59% in six months
Meesho's board approved an investment of up to ₹50 crore in Retail Pulse Labs on 6 October, and content-commerce NMV grew 152% year-on-year.
- Amazon India outlines $48bn five-year push across quick commerce, pharmacy and exports
Amazon India plans to deepen quick commerce, pharmacy, seller services and exports, backed by an additional $48 billion India commitment over five years.
- Meesho independent director Surojit Chatterjee resigns from board, effective 16 October, citing personal commitments
Meesho said Surojit Chatterjee also leaves its Audit, Nomination and Remuneration, and Corporate Social Responsibility committees.
What to watch
Meesho ·
Q2 FY27 results: Contribution margin below Q1's 4.6% (Mint, 23 Sept)What it would mean: Marketplace sellers should expect tougher terms as Meesho defends its margin.
est. = estimated from how soon after quarter-end the brand's last results came.
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Every report behind this page
Amazon India: 56 reports in the last 90 days
- Delhi High Court keeps Amazon in Kindle copyright suit, says its intermediary status must be tested at trial
- Amazon's Great Indian Festival draws 440 million visits, with over 72% from beyond the top nine metros
- Amazon India's Great Indian Festival 2026 sees product orders double in the first 12 hours
- Non-metros drive 70-80% of Amazon India's new customers as Amazon Now reaches $1 billion in annualised gross sales
- Amazon India rolls out Price History graphs to help shoppers verify festive-sale discounts as Flipkart's sale also starts
- Amazon India launches its first employee-exclusive offers across 50 brands as the Great Indian Festival begins
- Amazon Great India Festival 2026 opens with 100% y-o-y growth in shopping volume, led by premium appliances
- Amazon India adds 50% capacity with Rs 2,800 crore investment as early festive deals lift demand 35-40%
- Amazon India: Tier 2, 3 Cities Drove 60-70% of Recent Sale Growth Ahead of Great Indian Festival 2026
- Amazon India expects 30-40% pre-sale growth in home and kitchen as bank offers set to reach 80% of transactions
- Amazon India: phones above Rs 30,000 are over 45% of Assam smartphone value ahead of Oct 8 festive sale
- Amazon India: premium fashion grows 4x faster in smaller towns as Tier-2 demand outpaces metros
- Amazon India plans 50 new Ashray rest centres for gig workers ahead of festive season
- Amazon India FY26 loss rises 48% as revenue nears ₹40,000 crore
- Amazon India’s FY26 losses rise 48% as quick-commerce investment accelerates
- Amazon Now expands quick delivery to Amritsar and Jaipur
- Amazon India sets Great Indian Festival sale for 8 October, with early electronics deals live
- Amazon India opens Great Indian Festival early deals, adds 160,000 seasonal roles
- Amazon India reportedly plans $3B Amazon Now investment through 2030
- Amazon plans $3B India quick-commerce push through 2030
- Amazon India targets 300 cities for Amazon Now, with 1,000+ micro-fulfilment centres planned
- Amazon India plans $3bn quick-commerce push by 2030, targeting 1,300 Amazon Now sites
- Amazon India’s 2015 pricing-error case resurfaces, highlighting order-control risks
- AI shopping tools could sharpen scam risks during Amazon, Flipkart festive sales
- Amazon Now targets 100 Indian cities by Diwali after topping $1bn annualised sales
- Amazon, DTDC and Blue Dart scale festive logistics capacity as parcel volumes surge
- Amazon launches GenAI-powered Alexa+ in India with Hindi and Hinglish support
- Amazon brings generative-AI Alexa+ to India with Hinglish and shopping features
- Banned mercury skin-lightening products remain listed on Amazon India
- Amazon Rufus points to possible late-September start for Great Indian Festival 2026
- Amazon India adds 20 fulfilment centres and 150 delivery stations for festive season
- Amazon India, FluxGen target 178m litres of annual water restoration at Pune’s NCL campus
- Amazon India outlines $48bn five-year push across quick commerce, pharmacy and exports
- Amazon tightens controls after Bengaluru raids find expired, mislabelled food
- Amazon India launches Creator Connections to link brand spend with creator-led sales
- Amazon India seller base crosses 2 million ahead of festive season
- Amazon India seller base tops 20 lakh after adding 3 lakh sellers in a year
- Karnataka raids Amazon, Instamart facilities; ₹1.43 crore in goods seized
- Karnataka FDA seizes ₹4.02 lakh in medicines from Amazon-linked Bengaluru facilities
- India’s festive online retail battle widens as quick commerce moves beyond groceries
- Amazon India creates 1.6 lakh seasonal jobs ahead of festive demand
- Amazon India to hire 160,000 temporary workers for festive-season demand
- Amazon, Flipkart revise seller fees and penalties before festive season
- Amazon, Flipkart and Meesho roll out Raksha Bandhan offers ahead of 28 August
- Amazon India adds daily parcel rail service on Western Dedicated Freight Corridor
- Amazon Seller Services India posts 15.5% FY26 income growth, reaches PBIT profitability
- Amazon, Meesho and Flipkart step up AI tools for marketplace sellers
- Amazon, Flipkart and Meesho push AI deeper into seller operations
- Amazon Now targets 300 cities as value grocery emerges as India’s next online frontier
- Amazon India spotlights monsoon gadgets in Freedom Sale 2026
- Amazon India, Odisha to bring 1.3 lakh weavers and artisans online
- Amazon and Flipkart launch Freedom Sale with bank offers on electronics
- Amazon India lists ₹998 smart water bottle with hydration reminders
- Amazon and Flipkart cut seller fees to deepen reach in India’s smaller cities
- Amazon India sets Great Freedom Sale for August 7 with AI-led shopping tools
- Amazon India Bets Rs 2,800 Crore on Bharat, Chasing Tier-2/3 Growth
Meesho: 64 reports in the last 90 days
- Meesho independent director Surojit Chatterjee resigns from board, effective 16 October, citing personal commitments
- CLSA: Meesho and Nykaa Fashion grow festive users faster year on year than weekly trends imply; Flipkart leads
- Meesho's Mega Blockbuster Sale lifts Day 1 orders 75% year-on-year, peaking above 75,000 a minute
- Meesho, Flipkart, Amazon India and Myntra lean on AI to win Bharat shoppers in the 2026 festive sales
- Meesho's TrendPulse scans 400 million daily searches as e-commerce firms deploy AI to win Bharat's festive shoppers
- CCPA fines Meesho Rs 10 lakh over unregistered herbicide sales, rejects intermediary defence
- Meesho board approves up to ₹50 crore investment in Retail Pulse Labs as DII, FPI stakes rise; shares up 59% in six months
- Meesho's Content Commerce NMV jumps 152% in 12 months, with Tier 3-4 markets driving 66% of orders
- Meesho stock jumps 6% on MSCI inclusion hopes as Jefferies backs profitable growth
- Meesho reports 22% higher conversions among Vaani users in select Tier III–IV cohorts
- Meesho shares ease after near-100% rally; analyst sees consolidation
- Meesho falls 6.9% after Nomura starts coverage with ‘reduce’ call
- Nomura starts Meesho at Reduce, sees nearly 24% downside to Rs 167
- RPS Ventures sells 0.9% Meesho stake for Rs 900 crore in block deal
- Meesho sees Rs 899-crore block deal as global institutions buy stake
- Meesho’s break-even path hinges on higher ad and logistics margins
- Meesho slips after block deal as UBS raises target price to Rs260
- Broker raises Meesho target to ₹260 as growth and logistics outlook improve
- Meesho shares jump 11% as user and seller growth bolster marketplace outlook
- Meesho shares rise 6% in early trade as Nifty holds above 23,400
- Meesho’s Valmo helps 10,000 delivery partners initiate ITR filings
- Meesho scraps CPO role in product-team restructuring; Arunachalam remains in senior management
- Meesho eliminates CPO role, shifts product leaders to business heads
- Broker initiates Meesho at Buy, sets ₹265 target on ads and fulfilment-led margin outlook
- Meesho rises 3.3% after SoftBank sells ₹1,650 crore stake
- Meesho falls nearly 2% as 1.73% stake changes hands in block deals
- Meesho crosses 1 million sellers as it pushes merchants to build brands
- Jefferies adds Meesho to model portfolio on mass-consumption thesis
- Meesho’s Rakhi orders rise 36% as non-metro India drives 73% of demand
- CLSA starts Meesho at Underperform, flags monetisation limits in value commerce
- CLSA flags Meesho monetisation challenge among low-income shoppers
- Brokerage initiates Meesho with underperform rating, ₹150 target
- Meesho’s FY26 growth drives free cash flow to a ₹633 crore outflow
- Meesho’s first annual report outlines FY26 strategy, logistics and cash-generation progress
- Meesho’s tax disputes triple to ₹2,072 crore in FY26 as revenue rises 34%
- Meesho shares fall after ₹945 crore block deal; Y Combinator seen as likely seller
- Meesho, Lenskart Seen Drawing FTSE-Linked Inflows in September Review
- SoftBank, Y Combinator set up discounted block deals in Lenskart and Meesho
- Meesho, Lenskart face potential stake sales as Lalithaa Jewellery Mart prepares to list
- Meesho faces FIR over alleged sale of toxic pesticide linked to minor’s death
- Meesho targets 10 lakh seasonal jobs for festive demand surge
- Meesho hits 3-month high as June-quarter revenue rises 48%
- Meesho founder Vidit Aatrey’s path from failed ventures to a ₹95,000 crore marketplace
- Meesho acquires Kirana Club for ₹202 crore as Valmo reaches about 50% of deliveries
- Meesho backers Elevation Capital and Peak XV sell 2.3% stake for ₹1,949 crore
- Meesho posts 48% revenue growth and commits ₹75 crore to grocery expansion
- Meesho sees ₹1,949 crore block deal as 10.48 crore shares change hands
- Meesho stake sale flagged in business-market updates
- Meesho falls 3% on reported Elevation block deal as Q1 growth strengthens
- Macquarie keeps Underperform on Meesho, sees 30% downside to ₹125 target
- Meesho’s Valmo logistics insourcing stalls at about half of shipments
- Motilal Oswal starts Meesho at Buy, sets Rs 240 target on marketplace growth outlook
- Meesho revenue rises 48% in Q1 as it funds grocery expansion
- Meesho narrows Q1 loss as NMV rises 34%, but shares slide 6%
- Meesho’s Q1 revenue jumps 48%; brokers flag softer Q2 before festive rebound
- Meesho Reports Q1 Revenue Growth in Mixed Corporate Earnings Roundup
- Meesho halves Q1 FY27 loss as revenue climbs 48% to ₹3,713 crore
- Meesho delivers mixed Q1 FY27 results, Businessline live coverage says
- Meesho expands Chorus into an agentic AI assistant for marketplace sellers
- Meesho’s ₹5,421 crore IPO among NDTV Profit’s IPO of the Year nominees
- Meesho, Vishal Mega Mart and PVR INOX set to report Q1 FY27 results
- InGovern seeks SEBI review of Meesho’s GST disclosures linked to logistics arm Valmo
- Meesho denies InGovern’s GST allegations, says no regulator has contacted it
- Meesho's zero-commission model scales to 264 Mn users as Snapdeal faces Supreme Court drug-sale case
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