Thanks for this Wolf. Regarding Shopee, I would imagine that many of their end-sellers are based out of China too (like in most SEA countries). Probably similar to Lazada. So if true, the tariffs would apply equally to those sellers i.e. not really a competitive advantage to Shopee? Would love to see some data on end sellers to see the relative impact (though don't think this info exists?)
In fairness to you, that is a reasonable assumption. I don't have the data on it, but I would like to see it to confirm. I would say that it is far more probable that Shopee has fewer China-based sellers than the China-owned platforms, though.
Thanks for this Wolf. Regarding Shopee, I would imagine that many of their end-sellers are based out of China too (like in most SEA countries). Probably similar to Lazada. So if true, the tariffs would apply equally to those sellers i.e. not really a competitive advantage to Shopee? Would love to see some data on end sellers to see the relative impact (though don't think this info exists?)
In fairness to you, that is a reasonable assumption. I don't have the data on it, but I would like to see it to confirm. I would say that it is far more probable that Shopee has fewer China-based sellers than the China-owned platforms, though.