Regional Intelligence

Yankuna

Zurfin nazarin kasuwannin kasuwanci ta yanar gizo 10 na yanki, an tsara su azaman Gabashin Asiya, Kudancin Asiya, Kudu-maso-Gabashin Asiya, Oceania, Arewacin Amurka, Turai, Latin Amurka, da Gabas ta Tsakiya da Afirka.

Gabashin Asiya
Kasuwancin tallace-tallace na kan layi ¥15.97T (2025, +8.6%), ≈ $2.2T (NBS); ¥15.52T (2024, +7.2%); Kasuwancin kayan jiki na kan layi shine 26.1% na jimlar dillali

Sin

Taobao/Tmall (Alibaba) shine #1 (Kimanin GMV ~¥8T); An yi jayayya da matsayi na 2-4 - 2024 JD ≥ Pinduoduo> Douyin , 2025 Douyin kama / wuce JD (100EC ya ce ya wuce; JD ya musanta); Kuaishou #5. Kuaishou ne kawai ke bayyana GMV a hukumance; sauran kiyasin ɓangare na uku ne.

Manyan dandamali 55
Gabashin Asiya
2024 B2C ecommerce ~¥26.1T (+5.1%, METI); shigar ~9.78% kawai - mafi ƙasƙanci tsakanin manyan kasuwanni

Japan

Rakuten shine #1 ta bayyana GMV (¥6.35T); Amazon Japan ba shi da kudaden shiga na hukuma kuma yana da matsayi na #2 ta ƙididdiga (masu kima); Yahoo Siyayya (LY), Mercari (C2C), da ZOZOTOWN (fashion) sun kammala saman 5; Temu/AliExpress suna girma cikin sauri a kan iyaka amma har yanzu basu kasance a saman 5 ba.

Manyan dandamali 55
Gabashin Asiya
2024 ma'amalar siyayya ta kan layi ₩242.3T (~$165.9B , +5.8% , rikodin); Raba ecommerce ta hannu mai girma (~80% +)

Koriya ta Kudu

Coupang - Naver duopoly a cikin 'wasan mutuwa'; Shinsegae × Alibaba JV (AliExpress + Gmarket) shine sanda ta uku; 11Street ita ce babbar kasuwar buɗe ido; Temu #1 a cikin sabbin matakan shigarwa #5; Kasuwancin Kakao ɗan takara ne na kusa.

Manyan dandamali 56
Kudancin Asiya
Indiya e-retail 2025 ~$65B (WPP/MediaCom); GlobalData yana tsammanin 2025 ya wuce $200B (faɗin ma'anar); Bayani na $174-214B FY30

Indiya

Flipkart Group (incl. Myntra) shine #1 tare da 50- 60% GMV rabo; Amazon India #2 (ribar aiki ta farko); Kasuwancin darajar Meesho #3; kasuwanci mai sauri Zepto/Blinkit yana sake rubuta tsarin (q-comm GOV ya riga ya wuce Nykaa -class GMV).

Manyan dandamali 56
Kudu-maso-Gabashin Asiya
Platform GMV $157.6B (2025, +22.8%, Momentum Works); e-Conomy SEA mafi girman ecommerce ~$181B (2025, gami da tashoshi marasa dandamali)

Kudu maso Gabashin Asiya

Manyan 3 suna riƙe 98.8%: Shopee (~53%) + TikTok Shop (~29%, ninki biyu zuwa $45.6B don ɗaukar #2) + Lazada (~17%); Amazon.sg da Tiki kiyasin dogon wutsiya ne (haɗe kawai ~1.2%).

Manyan dandamali 55
Oceania
Ostiraliya 2025 akan layi suna kashe A$82.6B (+14% , AusPost); 2024 A$69B (rikodi); New Zealand Q4 2024 kashe kan layi NZ$1.73B (+9%)

Ostrelia da New Zealand

Amazon AU, Temu, da Shein sun kori girma (~1 miliyan / 1 miliyan / 500,000 ƙarin masu siyayya); eBay AU yana da #2; Kogan ita ce mafi girma da aka jera tsantsa-wasa mai siyar da kan layi; Rukunin dandamali na gida Catch/MyDeal a cikin 2025.

Manyan dandamali 55
Arewacin Amurka
US ~$1.2T (2024 karshe, DC360); 2025 m ma'anar ya wuce $1.5T; eMarketer US 2025 ~$1.23 -1.5T

Arewacin Amurka

Amazon ya mamaye (US rabo ~36%), Shopify ne na kasuwanci kayayyakin more rayuwa (~14%), Walmart omnichannel + kayan abinci, eBay C2C, Temu matsananci-ƙananan farashin giciye a #5; Shagon TikTok yana kusa-jeri #6.

Manyan dandamali 56
Turai
€819B (2024); 2025 ana tsammanin +7% (~€875B); kasuwanni suna lissafin ~61% na ecommerce na Turai

Turai

Amazon Turai GMV ≈ jimlar darajoji 2-10; Temu yana kan iyaka #2; shugabannin gida Zalando (fashion), Allegro (Poland), da Vinted (na biyu) sun zama na farko 5; AliExpress yana kusa-jeri.

Manyan dandamali 56
Latin Amurka
~$150 -200B (2024); 2026 ana tsammanin zai wuce $200B; Kasuwancin kan layi na Brazil 2025 R$235B (~$40 –43B); Mexico 2025 MX$941B (+19.2%)

Latin Amurka

Mercado Libre shine jagoran da ba a saba ba (GMV ~$65B , 120 miliyan + masu siye); Shopee / Amazon daraja #2 / #3 a cikin zirga-zirgar zirga-zirgar Brazil; Magalu da Casas Bahia suna raguwa / sake fasalin kasuwancin e-commerce; Temu / Shein su ne kati na kan iyaka (Temu zirga-zirgar Mexico #1; Ƙirar iyakar Asiya ta haɗe ~41.5% a Brazil).

Manyan dandamali 56
Gabas ta Tsakiya da Afirka
shigar MEA <5%; MEA 2026-31 CAGR 13.85% (wuta $338B ta 2031); Gabas ta Tsakiya B2C ta zarce $202B ta 2029; Afirka 2025 ~$40.49B ; Turkiyya 2025 ma'amala mai girma $115.4B (+52%)

Gabas ta Tsakiya da Afirka

Gulf shine Noon vs Amazon duopoly (ba ya bayyana GMV; matsayi mai inganci); Jumia shi ne pan-African #1 (tabbatar da kudaden shiga); Takealot riba ta farko a Afirka ta Kudu; Trendyol babban app ne na Turkiyya (shaɗin ~40%); Bayanan MEA bai cika ba, ana tuta ramuka.

Manyan dandamali 55