Regional Intelligence

Izifunda

Ukuhlaziywa okujulile kwezimakethe zokuthengiselana ku-inthanethi zezifunda eziyi-10, ezihlanganiswe njenge-East Asia, i-South Asia, i-Southeast Asia, i-Oceania, i-North America, i-Europe, i-Latin America, kanye ne-Middle East & Africa.

i-East Asia
Ukuthengisa okudayiswayo ku-inthanethi ¥15.97T (2025, +8.6%), ≈ $2.2T (NBS); I-¥15.52T (2024, +7.2%); ukuthengiswa kwezimpahla ezingokwenyama ku-inthanethi yi-26.1% yesamba esiphelele

i-China

I-Taobao/Tmall (Alibaba) yi-#1 (isilinganiso se-GMV ~¥8T); amazinga 2–4 ​​ayaphikiswa—2024 JD ≥ Pinduoduo > Douyin , 2025 Douyin catching/edlula JD (100EC ithi idlulile; JD uyaphika); I-Kuaishou #5 . I-Kuaishou kuphela edalula ngokusemthethweni i-GMV; okunye kuyizilinganiso zezinkampani zangaphandle.

Amapulatifomu ayi-5 aphambili5
i-East Asia
2024 B2C ecommerce ~¥26.1T (+5.1%, METI); ukungena kuphela i-~9.78%—ephansi kakhulu phakathi kwezimakethe ezinkulu

i-Japan

I-Rakuten yi-#1 nge-GMV edaluliwe (¥6.35T); I-Amazon Japan ayinayo imali esemthethweni futhi ilinganisa i-#2 ngezilinganiso (isikhundla siyaphikiswa); I-Yahoo Shopping (LY), i-Mercari (C2C), ne-ZOZOTOWN (imfashini) iqedela oku-5 okuphezulu; I-Temu / AliExpress ikhula ngokushesha emngceleni kodwa ayikabi ku-top 5.

Amapulatifomu ayi-5 aphambili5
i-East Asia
2024 ukuthengwa kwe-inthanethi kwe-₩242.3T (~$165.9B, +5.8%, irekhodi); Isabelo se-ecommerce yeselula siphezulu kakhulu (~80% +)

iNingizimu Korea

Coupang – Naver duopoly 'kumdlalo wokufa'; I-Shinsegae × Alibaba JV (AliExpress + Gmarket) isigxobo sesithathu; I-11Street iyimakethe evulekile engomakadebona; I-Temu #1 ekufakweni okusha ifinyelela ku-#5; I-Kakao Commerce iyikhandidethi eliseduze nohlu.

Amapulatifomu ayi-5 aphambili6
i-South Asia
I-India e-retail 2025 ~$65B (WPP/MediaCom); I-GlobalData ilindele ukuthi i-2025 idlule i-$200B (incazelo ebanzi); Isibikezelo se-$174 –214B FY30

i-India

I-Flipkart Group (incl. Myntra) yi-#1 enesabelo esingu-50– 60% GMV; I-Amazon India #2 (inzuzo yokuqala yokusebenza); Meesho value commerce #3 ; ukuhweba okusheshayo i-Zepto / Blinkit ibhala kabusha isakhiwo (i-q-comm GOV isivele idlula i-Nykaa -class GMV).

Amapulatifomu ayi-5 aphambili6
i-Southeast Asia
I-Platform GMV $157.6B (2025, +22.8%, Momentum Works); I-e-Conomy SEA ebanzi ye-ecommerce ~$181B (2025, kufaka phakathi iziteshi ezingezona ezepulatifomu)

iNingizimu-mpumalanga ye-Asia

Top 3 bamba 98.8% : Shopee (~53%) + TikTok Shop (~29% , kabili ukuze $45.6B ukuthatha #2) + Lazada (~17%); I-Amazon.sg ne-Tiki izilinganiso zomsila omude (okuhlanganiswe kuphela ~1.2%).

Amapulatifomu ayi-5 aphambili5
i-Oceania
I-Australia 2025 sebenzisa ku-inthanethi i-A$82.6B (+14%, AusPost); 2024 A$69B (irekhodi); I-New Zealand Q4 2024 sebenzisa i-inthanethi NZ$1.73B (+9%)

i-Australia ne-New Zealand

I-Amazon AU , Temu , kanye ne-Shein iqhubekisele phambili ukukhula (~1 million / 1 million / 500,000 abathengi abengeziwe); I-eBay AU iphethe i-#2; I-Kogan iwumthengisi omkhulu we-inthanethi osohlwini lwe-pure-play; amapulatifomu wendawo i-Catch/MyDeal avalwa ngo-2025.

Amapulatifomu ayi-5 aphambili5
i-North America
US ~$1.2T (2024 final, DC360); Incazelo ebanzi ye-2025 idlula i-$1.5T; eMarketer US 2025 ~$1.23 –1.5T

INyakatho Melika

I-Amazon ibusa (isabelo se-US ~36%), i-Shopify ingqalasizinda yomthengisi (~14%), i-Walmart omnichannel + igrosa, i-eBay C2C, i-Temu i-ultra-low-price cross-border ku-#5; Isitolo se-TikTok siseduze nohlu lwe-#6.

Amapulatifomu ayi-5 aphambili6
i-Europe
I-€819B (2024); I-2025 ilindelwe i-+7% (~€875B); izimakethe zenza i-~61% ye-ecommerce yaseYurophu

IYurophu

Amazon Europe GMV ≈ isamba samazinga 2–10; I-Temu inqamula umngcele i-#2; abaholi bendawo iZalando (imfashini), Allegro (Poland), kanye ne-Vinted (yesibili) bangena kwabangu-5 abaphezulu; I-AliExpress isohlwini oluseduze.

Amapulatifomu ayi-5 aphambili6
i-Latin America
~$150 -200B (2024); I-2026 kulindeleke ukuthi idlule i-$200B; I-Brazil yokuthengisa online 2025 R$235B (~$40 -43B); I-Mexico 2025 MX$941B (+19.2%)

iLatin America

I-Mercado Libre ingumholi ongenakuphikiswa (GMV ~$65B , 120 million+ abathengi); Shopee / Amazon izinga #2 / #3 kuthrafikhi yaseBrazil; I-Magalu kanye ne-Casas Bahia encipha / ihlela kabusha i-ecommerce; I-Temu / Shein i-wildcard ewela umngcele (Temu Mexico traffic #1 ; Asian cross-border ehlangene ~41.5% eBrazil).

Amapulatifomu ayi-5 aphambili6
i-Middle East & Africa
Ukungena kwe-MEA < 5% ; I-MEA 2026–31 CAGR 13.85% (yedlula i-$338B ngo-2031); I-Middle East B2C idlula i-$202B ngo-2029; Afrika 2025 ~$40.49B ; I-Turkey 2025 transaction volume $115.4B (+52%)

iMpumalanga Ephakathi ne-Afrika

I-Gulf iyi-duopoly ye-Noon vs Amazon (ayivezi i-GMV; izinga lekhwalithi); I-Jumia i-pan-Africa #1 (imali engenayo iqinisekisiwe); I-Takealot inzuzo yokuqala eNingizimu Afrika; I-Trendyol uhlelo lokusebenza oluhle kakhulu lwaseTurkey (isabelo se-~40%); Idatha ye-MEA ayiphelele, izikhala zimakiwe.

Amapulatifomu ayi-5 aphambili5