CompareQuick commerce
Instamart vs Meesho
Meesho: 29 reports on results in 90 days, against 8 for Instamart. Instamart leads on strategy: 10 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
- Instamart
- 37 reports in 90 days
- 19 in the 90 days before; most on strategy (10)
- 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.
- 9 SeptMeesho eliminates CPO role, shifts product leaders to business heads
- 10 SeptMeesho scraps CPO role in product-team restructuring; Arunachalam remains in senior management
- 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
- Ganesh Chaturthi lifts quick-commerce demand for idols, modaks and puja supplies
Swiggy Instamart and Flipkart Minutes reported sharp Ganesh Chaturthi demand growth for idols, modaks, flowers and puja supplies.
- 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.
- Q-commerce platforms explore 30-minute delivery for large appliances
- 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.
- Telangana suspends four dark-store licences linked to Swiggy Instamart, Flipkart and Zepto
TG SAFE suspended four dark-store licences involving Swiggy Instamart, Flipkart and Zepto following inspections by 10 teams.
- 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
Instamart ·
Q2 FY27 results: Contribution margin still below zero (Q1: −0.2%; Outlook Business, 20 Aug)What it would mean: Still no break-even: FMCG brands that Instamart stocks should expect bigger asks on ad and listing fees.
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.
Keep tracking them
Every report behind this page
Instamart: 37 reports in the last 90 days
- Instamart, Lifelong launch 500 ml Tea Pot via Dolly Chaiwala's 'Dolly's Saloon' pop-up in Gurugram
- Swiggy Instamart faces food safety complaints over Noice products, from flies in atta to a mouldy cake
- Instamart's NOICE targets 500+ SKUs and plans to double its 75 food entrepreneur partners
- Telangana suspends four dark-store licences linked to Swiggy Instamart, Flipkart and Zepto
- Instamart pilots Nectr fresh-produce label in Bengaluru to lift retention and margins
- Swiggy Instamart expands Yulu and Yuma EV network around dark stores
- Mumbai FDA suspends licences of Swiggy Instamart unit, Amazon warehouse operator
- Ganesh Chaturthi lifts quick-commerce demand for idols, modaks and puja supplies
- Swiggy Instamart says eco-Ganpati demand rose 176% during Ganesh Chaturthi
- Karnataka seizes ₹1.38 crore in expired, mislabelled food from Amazon and Instamart sites
- Raksha Bandhan demand lifts quick commerce and marketplaces, with Instamart Rakhi orders up nearly 300%
- Premium Rakhi gifting lifts quick commerce as smaller cities fuel festive demand
- Instamart bets on exclusive packs and challenger brands to stand apart in quick commerce
- Swiggy Instamart and Blinkit cap sugar purchases as prices rise
- Instamart sees 20x surge in premium Rakhi sales as festive gifting accelerates
- MINISO joins Swiggy Instamart with 90+ non-grocery SKUs
- Instamart adds MINISO lifestyle range, starting with 90+ items in key metros
- Swiggy Clears Instamart Inventory Shift to Pursue Blinkit-Style Margin Gains
- Swiggy eyes inventory-led Instamart model to unlock a new margin lever
- Q-commerce platforms explore 30-minute delivery for large appliances
- Instamart expands Northeast produce sourcing, starting with Meghalaya pineapples
- Quick-commerce platforms accelerate private labels to lift margins and control supply
- Instamart needs 2.6x NOV growth to hit breakeven without reigniting a cash war
- Swiggy bets on exclusive Instamart products as it targets cash break-even in two quarters
- Instamart adds Claude-powered natural-language shopping for 40,000 products
- Quick commerce shifts focus from dark-store growth to asset productivity
- Swiggy Instamart nears contribution break-even, then resets for growth
- Instamart hits contribution-margin break-even in May as Q1 GOV rises 40%
- Instamart, Nykaa Now trade senior talent as quick-commerce race intensifies
- Myntra’s Nandita Sinha to lead Instamart’s premiumisation pivot
- Bernstein sees Noice lifting Instamart case, but dark-store economics remain key
- Swiggy Instamart shifts from dark-store buildout to utilisation as rivalry rises
- Swiggy says Instamart can double volumes without major dark-store expansion
- Instamart says data-led consumer campaign earned 325M+ organic reach in 10 days
- Midnight Munchies: Instamart Orders Surge Across India During FIFA World Cup 2026 Final
- RBI Tokenization Rules Force Swiggy Instamart Users to Re-Save Cards Separately
- Quick commerce pivots from delivery fees to loyalty as order frequency slides
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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