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Shopee shines in Q2, where have its rivals gone?

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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

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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

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Its 3rd market in Southeast Asia

[New report] Ecommerce in Southeast Asia achieves US$114.6 Billion GMV in 2023

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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

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Shopee retains its 48% leading market share in 2023;  TikTok Shop is now the 2nd largest ecommerce platform in Southeast Asia;  Vietnam and...

Why am I pessimistic about Amazon’s low price attempt

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"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?

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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

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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...

E79 – The Impulso Podcast – What makes a top KOL, and other learnings

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What makes a top live commerce host or KOL (Key Opinion Leader)? Is it their appearance, emotional intelligence, talent, or training? Or are these...

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