Tag: Lazada

  • Indonesia Enforces 0.5% Tax Collection on Domestic E-Commerce Sales

    Indonesia Enforces 0.5% Tax Collection on Domestic E-Commerce Sales

    Finance Minister Suahasil Nazara confirmed on Friday that collecting income tax from merchants selling through online platforms is necessary to create fairer competition between digital sellers and conventional brick-and-mortar retailers.

    The policy applies an Article 22 income tax rate of 0.5% on domestic merchants’ sales turnover, governed by Finance Minister Regulation No. 37 of 2025. The Finance Ministry began consolidating transaction revenue data in November 2026, with the first figures scheduled for release in December.

    Under the framework, the government designated four major e-commerce platforms, Shopee, Tokopedia, Lazada and Blibli, to collect, remit and report the levy on behalf of sellers operating across their digital marketplaces.

    Marketplace Tax Collection

    The measure introduces no new levy, shifting collection instead to marketplace operators for income tax that merchants previously handled independently. Individual merchants generating annual turnover of up to Rp 500 million ($27,400) are exempt from marketplace tax collection, provided they fulfill formal criteria, including submitting a declaration of their turnover.

    Suahasil stressed that commercial enterprises across differing distribution channels require comparable treatment under fiscal rules, whether trading across digital storefronts or physical premises.

    “The taxation of e-commerce is intended to improve the level playing field, even though the tax rate for online merchants is lower,” Suahasil told a press conference in Jakarta.

    “The new e-commerce tax policy is beginning to be reflected in consolidated data this November, and the figures will be reported next month,” Suahasil said.

    Separate Tax on Foreign Digital Services

    Suahasil noted that income tax withheld from domestic online traders remains distinct from value-added tax levied on offshore digital goods and services. Cross-border digital transactions, including video streaming platform subscriptions, have yielded Rp 14 trillion ($768.7 million) in VAT revenue.

    Both tax collection tracks reflect state initiatives aimed at strengthening fiscal compliance across the digital economy, encompassing internal merchant sales and cross-border digital services.

  • Lazada Adds on Flagships in Thailand and the Philippines

    Lazada Adds on Flagships in Thailand and the Philippines

    Lazada opened official storefronts for Swiss athletic shoe maker On on its LazMall platform in Thailand and the Philippines on November 9, 2026. The deployment gives On its first direct marketplace presence anywhere in Southeast Asia.

    Shoppers in both markets gain direct access to genuine inventory across performance and everyday models. The roll-out includes the Cloudmonster, Cloudrunner, and Cloudsurfer running lines, alongside general gym footwear.

    Footwear assortment across Southeast Asia

    Lazada acts as the first online marketplace operator in the region to secure an official On flagship. Customers previously depended on independent resellers, multi-brand sporting goods merchants, or regional parallel importers to secure the footwear.

    The initial inventory focuses on core road running and recovery footwear before broadening. Catalog additions will continue across both national storefronts throughout 2027 to incorporate a wider selection of road racing, trail, and lifestyle products.

    Marketplace control and sportswear margins

    For high-ticket sports brands, open regional marketplaces often present pricing friction and gray-market dilution. Running an official storefront on LazMall allows On to set manufacturer pricing, manage channel allocations, and control inventory authenticity directly across two high-volume developing markets.

    Southeast Asian e-commerce marketplaces compete aggressively for premium brand exclusivity. By securing On as a direct merchant, Lazada strengthens LazMall against regional rivals such as Shopee, relying on athletic footwear buyers who spend above average order values rather than chasing mass-market discount volume.

    Premium athletic expansion in Asia

    The marketplace agreement builds on the Swiss company’s physical and direct retail expansions across East and Southeast Asia, including dedicated standalone flagships opened in South Korea. Reaching buyers in Thailand and the Philippines through digital storefronts provides brand presence without the immediate capital expenditure required for company-operated flagship retail leases.

    Regional e-commerce trade continues to shift toward authenticated brand channels as middle-class consumers demand verifiable inventory. The LazMall storefronts operate immediately, with further product additions expected throughout 2027.

  • Temu Joins Philippine Anti-Counterfeiting Pact Across 90 Markets

    Temu Joins Philippine Anti-Counterfeiting Pact Across 90 Markets

    Chinese e-commerce platform Temu has agreed to cooperate with the Philippine government to eliminate counterfeit goods from online marketplaces, signing a memorandum of understanding with the Intellectual Property Office of the Philippines (IPOPHL).

    The voluntary agreement creates a direct mechanism for intellectual property rights holders to report potentially infringing listings and coordinate removals with participating operators.

    Temu, which operates in more than 90 markets globally after entering the Philippines in 2023, joins regional competitors Lazada, Shopee, Zalora and TikTok Shop under the IPOPHL framework following preliminary talks in June.

    How the Takedown System Works

    Under the voluntary framework, rights holders submit suspected knockoffs directly to participating operators. Temu will then coordinate with the regulator and brand owners to verify complaints and take down listings.

    The company enters an arrangement that already binds Lazada, Shopee, Zalora and TikTok Shop. Together, those platforms account for the vast majority of cross-border consumer marketplace volume in the Philippines.

    “E-commerce platforms are a significant driver of consumer activity in the Philippines, making them important partners in protecting buyers and legitimate businesses from counterfeit goods,” IPOPHL Deputy Director General Nathaniel Arevalo said.

    Screening Database and Brand Protection

    Temu built out internal intellectual property controls ahead of the Manila agreement. The platform set up an IP Protection Portal in 2023 and rolled out its Brand Guardian Initiative in 2024, logging regular communication with more than 3,000 rights holders.

    Its backend screening database tracks more than 15,000 brands. That system uses 47 million reference images and 9.5 million keywords to catch infringements before or after products go live.

    Shifting Regulatory Pressure on Low-Cost Marketplaces

    Voluntary pacts give regulators faster takedown use without tying up cases in local courts. For discount platforms relying on direct-from-factory Chinese merchants, policing millions of bargain listings is the price of keeping local market access.

    Signing on brings Temu level with established Southeast Asian rivals on paper. The operational friction sits in enforcement: automatic keyword and image filters often miss rebadged consumer goods, leaving the burden of discovery on local brand owners.

    Timeline Behind the Manila Agreement

    Temu entered the Philippine retail market in 2023, competing directly with regional incumbents on cut-rate apparel, electronics and home goods. Talks with Manila officials gained traction in June during a World Intellectual Property Organization session on digital commerce.

    The next metric to monitor is the volume of formal takedown notices brand owners file through the IPOPHL portal once Temu integrates its notice-and-takedown workflow.

  • TikTok Shop Targets 13.2% Share Across Southeast Asia E-Commerce

    TikTok Shop Targets 13.2% Share Across Southeast Asia E-Commerce

    TikTok Shop is projected to take a 13.2 per cent share of Southeast Asia’s e-commerce market in 2023, upending the hierarchy established by regional incumbents. The platform is tracking toward a gross merchandise value target of US$15 billion this year, according to data from venture builder Momentum Works.

    That volume represents more than a threefold jump from the US$4.4 billion recorded across the region in 2022. The rapid expansion pulls the ByteDance unit into direct parity with Indonesian market leader Tokopedia, which holds an estimated 13.9 per cent share, while closing the gap on Lazada at 17.7 per cent.

    Beauty Baskets Drive Volume Growth

    Personal care and beauty products form the engine of the platform’s regional expansion. The category accounts for 84 per cent of all products sold on TikTok Shop and generates 70 per cent of its total gross merchandise value.

    Merchants and cosmetics brands rely heavily on product bundling strategies across their livestreams to push average order values higher. By pairing skin creams, lip tints and cleansers into discounted kits, sellers generate bulk purchases from viewers watching real-time product demonstrations.

    The concentration in beauty mirrors the early development of social commerce in mainland China, where low-ticket impulse buys established initial buying habits before consumers shifted toward consumer electronics and household goods.

    Shopee Steps Up Indonesian Livestream Battle

    Market leader Shopee still retains the dominant regional footprint with a projected 46.5 per cent market share for 2023. Sea Group is responding directly by diverting resources into its own live shopping features to defend its merchant base in major markets like Indonesia.

    During its 7.7 campaign in Indonesia, Shopee logged a 12-fold increase in transaction volumes through livestreaming channels compared to a standard trading day, Sea Group chief executive Forrest Li told analysts on an earnings call. That spending shift demonstrates how legacy marketplace operators must now pay to defend engagement formats they once treated as optional add-ons.

    For consumer brands and multi-channel retailers across Southeast Asia, the fragmentation of platform market share alters commercial use. Sellers no longer rely entirely on Shopee search placements or Lazada campaign days to clear inventory. Instead, marketing budgets are flowing toward video creator networks, changing merchant acquisition costs and logistics routing across Jakarta.

    Disruption Tests Traditional Network Effects

    Established marketplaces long operated under the assumption that vast merchant catalogs and established logistics routes created insurmountable defenses. The surge of video-led buying breaks that pattern by pulling purchasing directly into entertainment feeds.

    “The bigger narrative is that in ecommerce, where leading players seem to have a network effect and structural advantage, disruption can still happen, and the incumbents should always remain focused and vigilant,” Chen said in a statement.

    Weihan Chen, insights lead at Momentum Works, noted that incumbents face structural pressure regardless of whether TikTok Shop operates as an isolated social platform or a full-scale marketplace operator.

    The threat is particularly sharp in Indonesia, Southeast Asia’s biggest retail economy, where ByteDance has staged extensive offline merchant recruitment drives and creator summits. Having reached scale in beauty, the platform now faces the harder operational test of building delivery networks and merchant infrastructure capable of handling bulkier, higher-value consumer goods without margin erosion.

    Momentum Works is scheduled to release the complete market share dataset across Southeast Asia’s digital commerce sector in an upcoming research report, outlining full-year regional gross merchandise volume tallies.

  • Lazada, Shopee and TikTok Cut Fees to Save Thai SMEs 1.93B Baht

    Lazada, Shopee and TikTok Cut Fees to Save Thai SMEs 1.93B Baht

    Lazada, Shopee and TikTok Shop agreed to roll back gross profit commission fees for Thai small businesses to January 1 levels for six months starting December 1, 2026.

    The temporary reduction runs through May 31, 2027, and is projected to save 1.2 million merchants an estimated 1.93 billion baht in operating costs.

    Wattanasak Sur-iam, director-general of the Department of Internal Trade, stepped in after the three platforms raised merchant commissions three separate times since January 2026. Those rapid hikes gave vendors little time to reprice stock or recalibrate working capital. Under the settlement, the rollback caps Lazada gross profit fees between 7.50 per cent and 11.60 per cent, sets Shopee rates from 8.03 per cent to 13.91 per cent, and pegs TikTok Shop fees at 11.24 per cent to 17.66 per cent depending on the product category. Electronics are excluded from the fee relief.

    Thresholds and Bureaucratic Hurdles for Sellers

    Access to the lower fee schedule comes with rigid revenue ceilings. Individual sole traders must record annual sales below 1.8 million baht, while registered legal corporate entities qualify only if yearly turnover stays at or below 3.5 million baht.

    Relief is not automatic. Sellers must file applications directly with the Department of Business Development, provincial commerce branch offices or local administrative councils to secure the discounted commission tiers.

    That administrative layer creates friction. Thousands of small operators run informal operations across social networks and marketplaces, meaning operators who fail to register through government channels will continue paying post-hike commissions during peak holiday trading.

    Margin Battles Shift from Subsidies to Extraction

    For marketplace operators across Southeast Asia, the fee battle reflects a sharp pivot from subsidised user acquisition to aggressive take-rate monetisation. Platforms spent years burning cash on free shipping vouchers and merchant onboarding bonuses to lock in domestic market share. Now, parent groups want positive free cash flow, and raising commission rates is the fastest lever to pull.

    Thailand has become the sharp edge of this regional pushback. When marketplaces simultaneously raise commissions multiple times in a single calendar year, merchant margins vanish faster than consumer prices can adjust. By enforcing a temporary rollback, state regulators are checking platform pricing power without dismantling the underlying commission models.

    The policy hands independent suppliers temporary margin breathing room. It does not solve the long-term risk for vendors who remain entirely dependent on three dominant digital distribution channels.

    Antitrust Intervention Precedes Statutory Controls

    Regulatory pressure had been building before the commerce ministry stepped into negotiations. The Trade Competition Commission of Thailand previously pushed platforms to freeze gross profit increases for a six-month window from August 27, 2026 to February 27, 2027.

    Supree Thongpetch, chairman of the Thai Small and Medium Enterprises Council, argued the registration mechanism should push informal vendors into formal commercial frameworks to improve transparency. He noted, “The solution lies in finding a balance among all business operators, as we are part of the country’s shared commercial structure.”

    Commerce Minister Suphajee Suthumpun confirmed the relief plan serves only as a stopgap measure. Ministries are reviewing the draft Digital Platform Economy Act, which officials first assembled in 2025, to write permanent statutory controls over platform pricing, business conduct and service benchmarks.

    Permanent Pricing Rules Await February Deadline

    State agencies will continue gathering stakeholder feedback on the draft digital platform legislation until February 27, 2027. Commerce officials plan to present the final assessment framework governing ongoing gross profit fees before the end of February.

  • RedMart Now Orders Grow Sixfold in Singapore

    RedMart Now Orders Grow Sixfold in Singapore

    RedMart expanded its express grocery delivery network across Singapore after daily orders for RedMart Now jumped sixfold following its February launch.

    The supermarket arm of Lazada Group S.A. Quadrupled its delivery fleet and launched three fulfilment centres to handle the surge in quick-commerce volume.

    Service expanded into northern and north-eastern Singapore in August and the east in October, while same-day capacity for scheduled deliveries tripled this year under RedMart head Martin Daney.

    Express Logistics and Fresh Food Demand

    RedMart Now operates on delivery windows starting from 30 minutes, relying on localized inventory nodes rather than single centralized warehouses. The express catalogue holds a fraction of the broader platform inventory, which stocks more than 120,000 items.

    Chilled food, meat, dairy, fresh vegetables and seafood represent a larger proportion of express purchases than scheduled runs. Morning shopping begins at 7 a.m. Each day, driven by shoppers seeking recipe ingredients and daily replenishment rather than bulk pantry restocking.

    Delivering groceries in as fast as 30 minutes requires having inventory positioned closer to customers, efficient picking and packing, and having sufficient delivery capacity, including at peak times.

    The Unit Economics of Fast Fulfilment

    Quick commerce models across Southeast Asia routinely struggle with delivery density and high labour overheads. By using existing Lazada warehouse infrastructure and logistics software built over a decade, RedMart limits the steep capital outlays that broke earlier standalone grocery startups in the city-state.

    For brick-and-mortar supermarket chains, faster online fulfilment puts pressure on local store margins. Physical grocers must balance counter service with picking staff in aisles or build costly mini dark stores of their own.

    Capitalizing on Singapore’s Quick Commerce Base

    Singapore’s quick commerce sector reached a valuation of $368.03m in 2025 and projections place it at $502.86m by 2031, according to data from Mordor Intelligence. The expansion follows months of testing routing software to sustain order accuracy as route volumes grew.

    RedMart has not disclosed the precise share of revenue that express drops contribute against its planned grocery run. The scheduled delivery service continues to handle the bulk of overall sales volume.

    The Final Pockets of Island Coverage

    Coverage remains uneven across Singapore, with multiple central and western postal codes still outside the 30-minute delivery zone. The company is directing fleet capacity toward those remaining gaps to complete nationwide reach.

  • Lazada Maps Carbon Footprint and Claims 1.1 Million Ecosystem Roles

    Lazada Maps Carbon Footprint and Claims 1.1 Million Ecosystem Roles

    Lazada Group logged 1.1 million economic roles across its Southeast Asian e-commerce network. The tally appeared in its inaugural sustainability report alongside its first operational greenhouse gas baseline.

    This benchmark inventory covers operations in Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. It forms the foundation for a wider decarbonization plan.

    Carbon accounting and logistics operations

    Prepared against the Global Reporting Initiative Standards 2021, the FY2022 review details the group’s first group-wide carbon inventory. The baseline identifies primary emission sources across fulfillment hubs and transport networks. That data will help steer fleet contracts toward third-party logistics operators using electric vehicles.

    Packaging reduction programs ran alongside the emissions audit. In the Philippines, the LazGoGreen initiative recorded sales of 70,000 alternative material pouches in March 2020. Thirty-five sellers switched entirely away from conventional plastics. By the end of that year, 18 national plastic collection hubs were operational.

    Merchant enforcement and counterfeit screening

    On compliance, a dedicated Intellectual Property Rights team introduced automated detection tools in March 2020. That system removed 98 percent of flagged counterfeit listings in 2021 before shoppers completed a transaction.

    Information security across the six regional markets secured certification under the ISO 27001:2013 standard. Local business units also ran joint consumer data protection campaigns with state agencies. Partners included the Department of Trade and Industry and the National Privacy Commission in Manila.

    Workforce programs and regional read-across

    Merchant training ran through Lazada University alongside the Lazada Learning Festival 2022 for small businesses. Separately, a specialized technical scholarship with For The Women placed 70 percent of its female data science graduates into formal technology positions.

    Emissions tracking gives institutional investors standard data points, but implementation across independent fleets remains uneven. Company-owned sorting centers can enforce strict packing rules. Even so, tens of thousands of third-party merchants still use standard plastic mailers because sustainable alternatives cost more per unit.

    Rival platforms face identical packaging friction across Southeast Asia. Low average order values make merchants resistant to packaging surcharges. Marketplaces that mandate compliance without absorbing packaging overhead risk driving small vendors toward competing platforms.

    Corporate footprint across Southeast Asia

    Founded in 2012, Lazada became the Southeast Asian flagship platform for Alibaba Group in 2016. Over the following decade, the marketplace built proprietary logistics and payments infrastructure across six core territories. It now runs localized operations in each market.

    Operations across the region are geared toward a target of serving 300 million consumers by 2030.

  • Southeast Asia Savvy Online Shoppers Spend 31% More at $11.5 Billion

    Southeast Asia Savvy Online Shoppers Spend 31% More at $11.5 Billion

    Discerning online buyers in Southeast Asia spend 31 per cent more each month than general consumers. Across six regional economies, they will generate 11.5 billion dollars in annual marketplace sales in 2026.

    A joint study from Lazada and commerce analytics group Cube defines roughly 24 per cent of regional consumers as savvy shoppers. Another 18 per cent sit immediately below that threshold. These buyers demonstrate distinct commercial habits. They cross-check merchandise across channels, inspect merchant credentials, and routinely pay premiums for guaranteed authenticity and transaction safeguards.

    How purchasing behavior splits across markets

    Penetration of these higher-spending consumers varies widely by country. The Philippines leads Southeast Asia with 36 per cent of its online buyers qualifying as savvy. Indonesia follows at 28 per cent and Vietnam at 25 per cent. Thailand registers 22 per cent, while Malaysia records 20 per cent. Singapore sits at the bottom of the regional ranking at 9 per cent.

    Friction points also differ across borders. Shoppers in Malaysia and Vietnam report product verification as their primary hurdle during online purchases. Buyers in Singapore, Indonesia, and the Philippines cite buyer protection and seller confidence as their main challenges. Thai consumers report an even split between verification and security concerns.

    Value replaces pure price discounts

    Shoppers across Southeast Asia show an increased willingness to invest time to secure better transactions. About 43 per cent of surveyed consumers spend extra time searching for improved offers. Another 41 per cent delay purchases to find better timing. Meanwhile, 36 per cent conduct detailed price comparisons before checking out.

    Price concessions lose traction when they compromise trust. Only 14 per cent of consumers say they would sacrifice authenticity indicators for a lower price. Just 13 per cent would forfeit purchase protections to obtain a steeper discount. Among savvy buyers, 47 per cent state they will pay extra fees for certified order protection, compared to 30 per cent among general consumers.

    Discovery moves outside marketplace walls

    Transaction journeys now start well before buyers enter marketplace apps. The study finds that 83 per cent of savvy consumers discover products outside primary marketplace catalogs, compared to 42 per cent of general buyers. 86 per cent consult third-party information channels during purchase evaluation. A full 91 per cent verify seller track records across external web sources.

    Savvy consumers also buy more frequently and spread their spending across competing channels. Some 58 per cent shop online several times each week, compared to 35 per cent of baseline consumers. Mall environments capture 53 per cent of this cohort, compared to 40 per cent for general shoppers. Multi-homing is standard practice. About 82 per cent of savvy shoppers actively use all three major marketplace platforms across the region, against 61 per cent among the general shopper base.

    Commercial demands on digital merchants

    For marketplace merchants and brand principals, the findings demand a recalibration of promotional spending. Pure discounting drives immediate volume. However, higher-value shoppers demand verified supply chains, fast dispute resolution, and consistent branding across external touchpoints before committing their baskets.

    “Southeast Asia’s eCommerce market is no longer defined by whether consumers shop online, but by how confidently and effectively they do so,” said Simon Torring, Co-Founder of Cube.

    Platform operators now face the operational task of retaining these multi-homing consumers as growth shifts from user acquisition to basket optimization. Marketplaces that fail to guarantee authenticity will see the most profitable quartile of regional demand migrate to rival platforms offering tighter brand verification standards.

  • Indonesia Moves E-Commerce Seller Tax Collection Forward to October 1

    Indonesia Moves E-Commerce Seller Tax Collection Forward to October 1

    Indonesia will require major e-commerce platforms to collect income taxes directly from merchant sales starting October 1. The decision pulls the policy forward by one month across a 71 billion dollar digital retail sector.

    Four major marketplaces fall under the mandate: ByteDance-controlled Tokopedia, Sea Limited’s Shopee, Alibaba-backed Lazada and local operator Blibli.

    Tax Collection Brought Forward After Cabinet Switch

    The accelerated rollout follows the removal of former finance minister Purbaya Yudhi Sadewa. President Prabowo Subianto appointed veteran technocrat Suahasil Nazara to lead the ministry in his place. Suahasil becomes Prabowo’s third finance minister in less than two years.

    Tax authorities designated the four platform operators as official withholding agents in July. Platforms were initially scheduled to deduct taxes from seller earnings in August. Implementation was abruptly put on hold.

    Bimo Wijayanto, head of the finance ministry’s tax department, confirmed the October 1 start date to domestic media. Regulatory preparations and technical systems between the state and platforms are complete, he said.

    God willing, we will immediately activate the regulation and implementation. They are ready, we are ready. There’s no drama.

    Reversal of the August Implementation Delay

    This decision unwinds a delay granted on August 5. Purbaya had postponed the withholding rule to November 1 to protect consumer purchasing power and domestic merchants. At the time, the tax office pledged to refund any levies collected prematurely.

    Internal policy friction preceded the leadership change. Prior to his dismissal, Purbaya clashed with senior ministry officials, including Bimo, over the transfer and reassignment of hundreds of department personnel.

    With Suahasil installed at the ministry, the tax office moved quickly. Officials decided to secure digital commerce revenues immediately rather than wait for November.

    Operational Pressure Shifts to Platform Merchants

    Shifting the withholding burden to marketplaces forces hundreds of thousands of independent merchants into direct compliance. Until now, tracking revenue from decentralized digital storefronts relied on self-reporting by shop owners. That system left large volumes of domestic transactions outside the formal tax net.

    For platform operators, the rule demands automated calculations and real-time deductions from merchant payouts. Tokopedia and Shopee process the vast majority of consumer volume in the country. Tokopedia, which combined its Indonesian operations with TikTok Shop and retains GoTo as a minority shareholder, now shares market exposure with Shopee if small vendors migrate sales to unmonitored social channels.

    Gross margins for small merchants selling consumer goods, fashion and electronics will narrow once deductions begin. Established brands operating under corporate tax structures face little disruption. Micro-sellers running on thin markups will have to raise retail prices or absorb the levy.

    Southeast Asia’s Largest Digital Economy

    Indonesia is the central growth engine for digital commerce in Southeast Asia. Industry estimates from Google, Temasek and Bain & Co valued the country’s e-commerce gross merchandise value at 71 billion dollars in 2025. Projections show that figure reaching 140 billion dollars by 2030.

    Tax administrators view expanding digital retail as an essential revenue source for state spending priorities under Prabowo. Traditional retail faces sluggish household demand. Closing tax gaps between physical stores and digital storefronts has become an urgent fiscal target.

    Marketplace platforms are currently issuing technical guidelines and updating seller dashboards ahead of the October 1 launch. Merchant groups will monitor vendor reactions across all four designated portals as automated deductions go live.

  • Southeast Asian Shopping App Installs Jump as Singapore and Indonesia Lead Gains

    Southeast Asian Shopping App Installs Jump as Singapore and Indonesia Lead Gains

    Shopping app downloads across Southeast Asia surged in the first half of 2026, led by a 67 per cent jump in Singapore.

    Average session duration in Singapore expanded 58 per cent over the same period as regional platforms stepped up user acquisition spending.

    Data from mobile analytics firm Adjust shows Vietnam recorded a 42 per cent rise in e-commerce application installs alongside a 21 per cent gain in session length. Indonesia registered a 36 per cent increase in installs and a 62 per cent jump in session time. Malaysia saw downloads rise 14 per cent and sessions increase 38 per cent, while Indian app installs climbed 37 per cent against a 42 per cent increase in sessions.

    Platform Spending and Acquisition Battles

    Shopee, Lazada and TikTok Shop are competing directly for user traffic across the region, channeling higher advertising budgets into external media channels including YouTube. Shopee has maintained quarterly revenue expansion of nearly 50 per cent, but escalating logistics requirements and higher sales expenses continue to weigh on operating budgets.

    Fulfillment across fragmented island networks and developing road corridors keeps shipping expensive across Southeast Asia. Those operational complexities earlier prompted Amazon to halt regional expansion plans beyond Singapore.

    Usage Gaps Behind Western Markets

    Actual time spent inside shopping apps across Asia remains lower than the global average despite the sharp uptick in downloads. North American shopping apps logged a 46 per cent increase in installs and a 26 per cent rise in session length over the same timeframe, holding higher total engagement per user.

    RetailNews Asia tracking shows marketplace operators are now focused on closing that engagement deficit as consumer acquisition costs rise heading into the final quarters of 2026.

  • Shopee Monetises Marketplace Platform with Tiered Seller Fees and Paid Services

    Shopee Monetises Marketplace Platform with Tiered Seller Fees and Paid Services

    Singapore-based Shopee generates its core income from a multi-tiered marketplace model charging seller commissions between 1 and 6 per cent alongside payment and fulfillment fees across Southeast Asia.

    The platform, founded in 2015 by Forrest Li, reached 1.78 billion dollars in annual revenue during 2020 as it scaled past regional rivals to capture merchant transaction flows.

    Commission Structures and Paid Merchant Tools

    Standard marketplace merchants pay base commissions of 1 to 2 per cent per completed sale. Brands listed on the premium Shopee Mall tier face higher commission rates that climb to 6 per cent depending on the product category and transaction volume.

    Transaction processing adds another 2 per cent fee to cover payment handling. Merchants looking for wider reach buy search visibility through a cost-per-click advertising system, placing sponsored listings across product queries and feeds.

    Warehousing and shipping generate additional revenue through Fulfilled by Shopee, a proprietary distribution program that bills sellers on a per-item rate determined by package dimensions and weight.

    Ancillary Services and Regional Competition

    Beyond traditional retail transactions, the company captures payments revenue through its ShopeePay digital wallet. It also takes merchant commissions and consumer delivery fees on orders processed through its ShopeeFood division.

    The platform established market leadership over Alibaba-backed rival Lazada across Southeast Asia before launching localized operations in Latin American markets including Brazil, Mexico, Colombia, and Chile. RetailNews Asia tracks how marketplace operators in the region steadily adjust take-rates and ad loads as merchant competition tightens across core territories.

    Market watchers are monitoring whether Shopee can maintain seller retention across Southeast Asia while defending merchant margins against regional competitors.

  • TikTok Shop Tracks Toward US$100 Billion in Global GMV by 2026

    TikTok Shop Tracks Toward US$100 Billion in Global GMV by 2026

    TikTok Shop is on track to surpass US$100 billion in global gross merchandise volume in 2026 as its social commerce format expands across Asia and Western markets.

    The projected milestone reflects steep annual transaction volume growth, driven by aggressive merchant acquisition in Southeast Asia and rapid adoption in the United States.

    Challenging Incumbents Across Southeast Asia

    ByteDance built TikTok Shop around short-form video feeds and live shopping broadcasts, funneling consumer traffic directly into merchant checkout flows. In Southeast Asia, the platform has eaten into market share held by Sea Group’s Shopee and Alibaba’s Lazada, particularly in Indonesia, Thailand, and Vietnam.

    Cross-border competition has intensified as PDD Holdings’ Temu and fast-fashion platform Shein push discount goods into the same consumer segments. TikTok Shop countered by integrating local logistics partnerships and offering subsidized shipping to lock in high-frequency buyers.

    Global Footprint and Platform Competition

    Western market expansion provides the second engine behind the US$100 billion trajectory. After scaling up operations in the United Kingdom and the United States, ByteDance began preparing localized rollouts in continental Europe and Latin America to diversify revenue away from single-market regulatory risks.

    RetailNews Asia notes that conventional marketplace apps rely primarily on search intent, while TikTok generates spontaneous purchases by inserting checkout prompts into entertainment feeds. That structural difference forced Shopee and Lazada to invest heavily in their own live streaming hubs to defend market share.

    The key metric to track heading into 2026 will be TikTok Shop’s take rate, as ByteDance lifts seller commission fees to convert platform volume into operating profit.

  • Gmarket Joins Forces With Lazada For Southeast Asian Expansion: A Strategic Alliance To Ease Global Trade

    Gmarket Joins Forces With Lazada For Southeast Asian Expansion: A Strategic Alliance To Ease Global Trade

    Gmarket, an e-commerce platform owned by Shinsegae, has entered into a strategic alliance with Lazada, a leading online marketplace in Southeast Asia, to facilitate its expansion on the international front.

    Expanding Horizons

    The partnership allows sellers using Gmarket to add over 20 million items directly to Lazada’s platform. This will potentially reach about 160 million users all over Singapore, Malaysia, Vietnam, Thailand, and the Philippines. This signifies Gmarket’s inaugural foray into the Southeast Asian market using a local platform.

    Smooth Integration

    The integration, which is designed for ease and convenience, allows Korean sellers to participate via Gmarket’s ESM Plus system. This system enables synchronized product information, order processing, and logistics on both platforms.

    Sellers only need to ship their products to Lazada’s warehouse in Incheon as product listings are automatically translated into local languages. Both Gmarket and Lazada will jointly manage international shipping and customer support.

    Commitment to Sellers

    A representative from Gmarket emphasized that the cooperation with Lazada aims to assist domestic sellers in their efforts to enter foreign markets in a more stable and straightforward way. They further stressed the platform’s commitment to support its high-quality sellers in tapping opportunities to increase sales in overseas markets.

    Future Expansion

    In addition to its Southeast Asian initiative, Gmarket is planning to expand to Europe, South Asia, Latin America, and the US. The ultimate goal is to reach more than 200 countries and regions within Alibaba’s global network.

    Questions & Answers

    What does the strategic partnership between Gmarket and Lazada entail?
    The partnership enables Gmarket’s sellers to list their products directly on Lazada, reaching its approximately 160 million users across Southeast Asia.

    How will the integration of the two platforms work?
    Gmarket sellers can opt in via the ESM Plus system for synchronized product data, order processing, and logistics across both platforms. Listings are automatically translated, and the products are shipped to Lazada’s Incheon warehouse.

    What are Gmarket’s future expansion plans?
    Gmarket aims to broaden its reach to Europe, South Asia, Latin America, and the US, with the ultimate goal of targeting more than 200 countries and regions within Alibaba’s global network.

  • POP MART Connects with Southeast Asia’s Toy Collectors Through Lazada

    POP MART Connects with Southeast Asia’s Toy Collectors Through Lazada

    Southeast Asia’s blind box obsession is now mainstream, and POP MART is at the heart of it, fuelling demand with exclusive IPs, sought-after collectibles and even real-life fan events. The global designer toy brand, best known for turning characters like MOLLY, DIMOO, and SKULLPANDA into household names, is tapping on Lazada’s LazMall to connect with millions of fans across the region through surprise drops, unboxings, and community events.

    With LazMall, POP MART is now reaching fans in a more direct and hyper-personalised way. Since joining the platform in 2023, it has grown over fivefold to become one of LazMall’s fastest-growing toy brands, a testament to the region’s deep love for collectibles and character storytelling.

    From live-streamed unboxings to data-backed product launches, POP MART’s success reflects how digital discovery and fandom go hand-in-hand. The global blind box collectibles market is set to hit USD 38.4 billion by 203, a boom fuelled by Gen Z and millennial collectors seeking rarity, emotional connection, and a bit of playful nostalgia.

    “Whether it’s the thrill of the mystery or the joy of finding your favourite character, our collectors are looking for more than just toys — they’re seeking stories,” said a POP MART spokesperson. “With Lazada, we’re able to deliver those stories in a more seamless way.”

    Global Exclusives Launching in June

    This month, POP MART will release two globally limited figures — MOLLY and Zsiga, and also unveil the second-generation SKULLPANDA plush toys, adding a soft and huggable twist to its cult-favourite character lineup.

    These products will be available on Lazada’s LazMall from June 2025 onwards. POP MART will also increase its stock levels and scale up visibility on its LazMall storefront to meet fan demand.

    Where Community Meets Commerce

    On Lazada, POP MART fans don’t just shop, they discover and experience. Using AI-powered recommendations and region-specific insights, the brand curates its releases based on what collectors love most in each market. SKULLPANDA, for instance, has become a breakout favourite in Thailand, while DIMOO charms fans in Malaysia.

    Collectors also benefit from prompt deliveries, with 85% of orders in all key Southeast Asian cities like Bangkok and Manila guaranteed to arrive within 48 hours upon order confirmation. Collectibles are also delivered in custom shock-proof packaging to ensure they arrive in pristine, collector-worthy conditions, and the parcel can be tracked in real time on the Lazada app.

    POP MART collectibles are not just toys, they are a lifestyle and the epitome of luxury and exclusivity that has been fuelled by the energy of its fans and creators. More than one-third (34%) of its sales on Lazada now come from affiliate creators in Southeast Asia — livestreamers, toy reviewers, and content creators who bring the world of POP MART to life through their own lens. Their curated content, character deep-dives, and unboxing videos don’t just sell toys — they build community and elevate collecting into a shared lifestyle.

    Taking the Experience Offline

    Fans in Singapore can look forward to experiencing the magic in-person next month. On 27 July, Lazada X POP MART 5KM run will be happening in Singapore. Designed to be a vibrant, community-driven event that blends fitness, music, and fandom, POP MART will be hosting an exclusive booth at the event, creating a playground for pop culture lovers to meet iconic characters, explore exclusive new drops, and immerse themselves in the joyful surprise of the trend culture and brand stories.

    IRL experiences like this are part of POP MART’s strategy to connect more deeply with its community – both online and offline.

    “POP MART’s world is built on creativity and connection,” said Kaya Qin, Chief Business Officer at Lazada Group. “Through Lazada’s platform, brands like POP MART are able to inspire and engage a new generation of collectors with stories that extend beyond the digital channels.”

  • Popular Vietnamese eCommerce site Lingo.vn closed down

    Popular Vietnamese eCommerce site Lingo.vn closed down

    Vietnamese eCommerce site Lingo.vn closed suddenly yesterday, without a word of goodbye to its legion of Vietnamese fans.

    The closing of Lingo.vn was clearly a sudden decision, especially as it had been running a promotion on its Facebook page, which was supposed to last until today, (August 3).

    According to an inside source, the company will permanently close the brand and site, and axe 160 of its 190 staff, leaving just 30 to work on another eCommerce site called Topmot.vn.

    The B2C site Lingo.vn was established in August 2011 by VMG Media  after the Japanese company NTT Docomo invested in the company. In 2014, Lingo.vn was separated into Lingo eCommerce, and received funds from Yellow Star Investment, with the expectation it would become the largest eCommerce website in Vietnam.

     

    However, after two years of trying, it seemed Lingo.vn could not achieve commercial viability.

    The exit of Lingo.vn illustrates the cut-throat nature of Vietnam’s eCommerce market. Last year saw the withdrawals of big names such as Deca.vn, mum and kids Beyeu.vn, with the same reason of “not enough investment”. Other sites were sold to foreign corporations: Lazada was sold to Alibaba, Zalora to Thailand’s Central Group, Foodpanda.vn was acquired by local rival Vietnammm.

    lingo

    From another perspective, it seems the investors of Lingo.vn were wise to stop pouring more and more money and resources into a failing business model.

    Meanwhile, Central Group and Lotte Mart have announced they will ramp up their eCommerce projects in Vietnam, hopefully overcoming the barriers that have trapped smaller players.