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Shopee shines in Q2, where have its rivals gone?
Yesterday, Shopee’s parent Sea Group released its Q2 2024 results. The capital markets responded very positively, sending the share price up nearly 12%.
No doubt...
Lazada turns profitable for the first time
This morning (13 Aug), Lazada held a town hall where CEO James Dong revealed that the company had achieved positive EBITDA in July 2024...
Temu launches in Thailand
Its 3rd market in Southeast Asia
[New report] Ecommerce in Southeast Asia achieves US$114.6 Billion GMV in 2023
Total GMV of Southeast Asia’s 8 leading ecommerce platforms rose to US$114.6 billion in 2023, up 15% from 2022.
Today, we are happy to release...
[Press Release] Southeast Asia Ecommerce Achieves US$114.6 Billion GMV in 2023: Momentum Works
Shopee retains its 48% leading market share in 2023;Â
TikTok Shop is now the 2nd largest ecommerce platform in Southeast Asia;Â
Vietnam and...
Why am I pessimistic about Amazon’s low price attempt
"It is born prematurely, and will unlikely have enough nutrition fed from the mothership."
E82 – The Impulso Podcast – China’s 618 eCommerce Sales dropped or grew?
GMV of Chinese ecommerce during 6.18 dropped for the first time in 8 years, according to data platform Syntun. This was quickly picked up...
E80 – The Impulso Podcast – Temu enters Brazil, joining Shopee, SHEIN and Aliexpress
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
Last Wednesday (5 June 2024), Temu went live in Brazil, bringing the total number of countries Temu is available in to 70.Â
Some thoughts (and...
E79 – The Impulso Podcast – What makes a top KOL, and other learnings
What makes a top live commerce host or KOL (Key Opinion Leader)? Is it their appearance, emotional intelligence, talent, or training? Or are these...
