The Impulso Podcast E98: Shopee’s in-house logistics: 4 billion parcels a year?
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Nov 15, 2024 Sea Group is seeing impressive growth, with Shopee's logistics arm, SPX Express, potentially matching J&T Express in parcel volume. The conversation delves into how Shopee's investment in logistics is creating a strong competitive edge against rivals like TikTok Shop. Innovations like Shopee Express lockers are discussed, highlighting their role in improving reverse logistics and enhancing the consumer experience. Plus, there's insight on market trends and the dynamics of e-commerce logistics in Southeast Asia.
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Shopee Express Rivaling J&T Express
- Shopee Express's parcel volume has rapidly grown to rival J&T Express, a leading logistics player in Southeast Asia.
- Gross order volume correlates closely with parcel volume, reflecting Shopee Express's growing operational scale.
Falling Parcel Revenue Reflects Competition
- J&T's revenue per parcel has declined by approximately 25% since 2022, but costs have also dropped proportionally.
- This trend signals intense pricing competition and improved logistics efficiency in the region.
Shopee Express Fast Delivery Experience
- A listener shared an experience of Shopee Express delivering parcels very fast, typically within two to three days.
- This marks a significant improvement from earlier delivery times of about a week or more.