Building and Defending Competitive Moats in E-Commerce

Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express. 

Has Shopee’s in-house logistics arm finally caught up to J&T Express in parcel volume? 

Join us as we dive into how Shopee’s investment in strengthening its in-house logistics is paying off, deepening its “moat” against rising e-commerce rivals such as TikTok Shop and Temu. But is this enough for Shopee to be invincible? (Probably not)

We’ll also explore Shopee’s latest pick-up lockers, and their potential on easing reverse logistics in the region and transforming the consumer experience.

Chapters:

00:00:10: Shopee’s expectation-beating Q3 earnings 

00:01:30: SPX Express parcel volume on par with J&T?

00:05:45: J&T’s revenue per parcel is falling

00:09:40: Shopee is deepening its moat against competitors  00:14:00: Reverse logistics, the next step