Meituan’s US$1B investment into Brazil, what’s on the table?

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On 12 May, Meituan officially announced a commitment of US$1 billion investment for the Brazil market.  The deal was entered during a seminar attended by...

China’s Didi and Meituan clash in Brazil’s food delivery market |...

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Is the food delivery landscape of Brazil going to completely change? Bouncing back from a failed launch in 2019, Didi is back in Brazil...

China’s Didi enters Brazil’s food delivery market

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On 5 April, it was reported in Chinese media that Didi, China’s dominant ride hailing player, would relaunch its food delivery operations in Brazil. We...

Shopee brings back Ronaldo, with a twist

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Do you still remember Shopee’s Cristiano Ronaldo ad in 2019, in which the famous Portuguese footballer danced to the ecommerce platform’s earworm tune?  That ad...

How J&T Express disrupted ecommerce logistics in Mexico

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With the growth of SHEIN, Temu and ecommerce in general in Latin America, many Chinese ecommerce logistics companies expanded into the market to provide...

E80 – The Impulso Podcast – Temu enters Brazil, joining Shopee,...

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Last week, Temu joined its competitors - Shopee, Aliexpress, and SHEIN - in Brazil, marking its presence in 70 countries.  This expansion comes despite...

Temu has launched in Brazil, despite all the challenges

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Last Wednesday (5 June 2024), Temu went live in Brazil, bringing the total number of countries Temu is available in to 70.  Some thoughts (and...

Your questions on “Off the record: Shopee’s turbulent 2022” answered

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On competition, Sea Capital, Tencent and take rates

Our thoughts on Shopee’s ‘mass’ layoffs

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Changing gears is not easy, but expected

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