What should retailers do to defend against Temu?
On Monday (25 Aug), when Temu parent PDD Holdings first released its 2025 Q2 earnings - investors were excited. The pre-market share price surged...
Inside Luckin Coffee: How they launch 119 drinks a year |...
Luckin Coffee is rewriting the playbook for how coffee chains innovate. From minty coconut lattes to a Moutai latte that sold 5.4 million cups...
Shopee, SPX, Monee: Sea Group’s Engines Are Powering Ahead, but Eyes...
Shopee’s parent, Sea Group, delivered an impressive set of Q2 2025 results - net income grew 5x YoY, exceptional growth from Monee’s billion-dollar loan...
Shopee delivers a stellar quarter – but why no one asked...
Sea Group’s Q2 net income jumped 5x YoY, yet analysts fixated on Brazil without asking about TikTok Shop.
Despite tariffs, Temu and SHEIN continue to grow?
Chinese business outlet reported both companies still maintained double digit growth in the first half of 2025.
[New report] TikTok Shop doubles global GMV in H1 2025, with...
Earlier this year, we published TikTok Shop in the U.S. 2024 detailing TikTok Shop’s performance and detailed data in products, categories, videos, influencers, and...
Shopee to send contingent marching after troops on Singapore’s National Day
Two weeks from now marks Singapore’s 60th birthday with a grand National Day Parade (NDP). During last week’s NDP rehearsal, in addition to the...
How does Beijing really see China’s quick commerce subsidy war?
China’s quick commerce giants hit 230M+ daily orders amidst a subsidy war, but the Beijing government's stance is nuanced. People’s Daily praises short-term gains for consumers and small shops—while warning that only innovation ensures long-term success.
Shall we be optimistic about ecommerce in Southeast Asia? | Impulso...
In the new episode of the Impulso Podcast, we talk about our Ecommerce in Southeast Asia 2024, as well as some of our predictions on what we think this means for industry players in the future.
How AI is unlocking $131B in SEA ecommerce | Impulso E125
In this episode of the Impulso podcast, we talk about how AI can unlock up to US$131 billion annual ecommerce GMV in Southeast Asia by 2030, and how AI has been influencing consumers in ecommerce.
