Welcome back to The Impulso Podcast by Momentum Works, your go-to source for in-depth coverage of the latest developments in business and technology. 

In this week’s in-depth episode, we give you a sneak peek into the content of Momentum Works’ Ecommerce in Southeast Asia report, available to download from tomorrow. Our special guest and Head of Insights for Momentum Works, Vion Yau, breaks down the need-to-know for the state of ecommerce in the region.

Has the industry plateaued since the return of in-person shopping and rising inflation worldwide? Spoiler alert: it has not. Why? And, more importantly, how much exactly has it grown? Vion has the numbers for you. CEO and founder of Momentum Works, Jianggan Li is back with more insights into what the key players like Shopee and Lazada have been doing, and why JD and Shein decided to take a break from Indonesia. Plus, hear about Shopee’s grand plan to own the delivery process, and more.

We tried our best to pry some topline numbers out of Vion for you, and it worked. Find out what the once booming industry was worth two years ago, and how that has changed to date. Learn about the differences between the market size in 2020 and 2022, and how players like Tik Tok Shop have established themselves and contributed to the growth. Also, dive into which companies did not pull their weight over the last two years, and what their plans are to turn that around.

To conclude this episode, we talked about the different scenarios that could shape the future of the ecommerce industry, and the answers will shock you. Understand what the ramifications of war would be, and how the geopolitical landscape plays a hefty role in the fate of ecommerce. What are the best, normal, and worst case scenarios? We have all the answers and more here for you on this episode of the Impulso podcast.

Materials referenced:

Food delivery platforms in SEA (2023)

https://momentum.asia/product/food-delivery-platforms-in-southeast-asia-2023/

Apples to apples: Benchmarking Shopee, Grab, GoTo and other major tech platforms

https://momentum.asia/product/apples-to-apples-making-sense-of-and-comparing-key-data-metrics-of-major-tech-platform-companies/

Who is Temu?

https://momentum.asia/product/who-is-temu/