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bullish
A steady climb up: Charting Shopee’s growing take-rates in Southeast Asia in 2024
13 Views17 Dec 2024 04:00
SUMMARY
- When Shopee launched and challenged Lazada for dominance in Southeast Asia’s e-commerce platform landscape in 2015-16, low or even fully subsidized selling fees were a key component of its value proposition to sellers.
- That drove hundreds of thousands of sellers to try out the platform, and in the years to come Shopee and Lazada would gradually inch up their selling fees, attempting to balance a growing need for sustainable unit economics with a worry that high fees would cause sellers to defect to other platforms or channels.
- As a result, selling fees for both leaders inched up only around 0.5-1% per year until recently.
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