Meesho shares gain 5% as festive sale orders surge; Meesho Mall orders jump 200%

Meesho Mall, AI-led discovery drive festive demand

Meesho said orders through Meesho Mall, its branded shopping offering, grew more than 200% YoY on the first day of the sale. Tier 3 and smaller-market customers nearly tripled, while more than one in three shoppers purchased a Mall product for the first time across over 1,000 brands.

The company said festive demand extended beyond apparel to beauty, home decoration and puja-related products. Orders for torans and wall hangings increased eightfold, while demand for ear-lobe support patches for heavy earrings rose nearly sevenfold. Orders for rosemary hair care products grew more than sixfold.

Personalised recommendations played a significant role in product discovery, powering around 85% of Day 1 orders. Meesho said this reflects the growing role of AI-led discovery in connecting customers with products during the festive shopping period.

Fashion remained a key category, with sarees, kids' clothing sets and kurta sets among the most-shopped products. The company also reported increased demand for festive preparation items, including decorative lights, candles, incense, kitchen cleaners and puja essentials.

Seller participation and creator-led commerce gain momentum

The surge in orders was accompanied by higher seller participation. The number of transacting sellers rose around 63% YoY, while participation from sellers in Tier 4 and smaller markets doubled. Sellers receiving their first-ever order on Day 1 increased around 43% YoY, indicating wider participation across the platform.

Content Commerce orders grew approximately 3.7 times YoY. Around 90% of active creators in the segment were nano creators, while 81% came from non-metro India, highlighting the role of smaller cities in product discovery.

The sale's early performance points to festive demand across customer segments, product categories and seller networks. Meesho said it remains focused on making festive shopping accessible across India while enabling sellers, brands and creators to reach more customers.