Contribution margin to improve gradually from 4% exit rate
Management expects slower but continued improvement in contribution margin from ad revenue growth and fulfillment cost restoration, with no specific target.
MEESHO / guidance tracker
Keep management guidance in view.
Meesho · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
margins
Operating leverage in tech and people costs
Technology and people costs will grow slower than NMD, providing operating leverage over the short and long term.
Aggressive investment in rural user acquisition
Meesho will continue investing in acquiring rural customers as long as return thresholds are met, with no specific spend target.
Meesho Mall in investment phase for next few years
Meesho Mall will prioritize growth and brand onboarding over contribution margin for the next few years.