Regional Intelligence

Regions

Deep dives into 10 regional ecommerce markets, grouped as East Asia, South Asia, Southeast Asia, Oceania, North America, Europe, Latin America, and Middle East & Africa.

Featured Atlas

Flagship market maps for Europe and the Middle East — read these before the region deep-dives.

East Asia
Online retail sales ¥15.97T (2025, +8.6%), ≈$2.2T (NBS)

China

Taobao/Tmall (Alibaba) is #1 (GMV estimate ~¥8T); ranks 2–4 are disputed—2024 JD ≥ Pinduoduo > Douyin, 2025 Douyin catching/surpassing JD (100EC says it has passed; JD denies); Kuaishou #5. Only Kuaishou officially discloses GMV; the rest are third-party estimates.

Top 5 platforms5
East Asia
2024 B2C ecommerce ~¥26.1T (+5.1%, METI)

Japan

Rakuten is #1 by disclosed GMV (¥6.35T); Amazon Japan has no official revenue and ranks #2 by estimates (ranking disputed); Yahoo Shopping (LY), Mercari (C2C), and ZOZOTOWN (fashion) complete the top 5; Temu/AliExpress are growing fast in cross-border but are not yet in the top 5.

Top 5 platforms5
East Asia
2024 online shopping transactions ₩242.3T (~$165.9B, +5.8%, a record)

South Korea

Coupang–Naver duopoly in a 'death match'; Shinsegae × Alibaba JV (AliExpress+Gmarket) is the third pole; 11Street is the veteran open market; Temu #1 in new installs ranks #5; Kakao Commerce is a near-list candidate.

Top 5 platforms6
South Asia
India e-retail 2025 ~$65B (WPP/MediaCom)

India

Flipkart Group (incl. Myntra) is #1 with 50–60% GMV share; Amazon India #2 (first operating profit); Meesho value commerce #3; quick commerce Zepto/Blinkit is rewriting the structure (q-comm GOV already exceeds Nykaa-class GMV).

Top 5 platforms6
Southeast Asia
Platform GMV $157.6B (2025, +22.8%, Momentum Works)

Southeast Asia

Top 3 hold 98.8%: Shopee (~53%) + TikTok Shop (~29%, doubled to $45.6B to take #2) + Lazada (~17%); Amazon.sg and Tiki are long-tail estimates (combined only ~1.2%).

Top 5 platforms5
Oceania
Australia 2025 online spend A$82.6B (+14%, AusPost)

Australia & New Zealand

Amazon AU, Temu, and Shein drove growth (~1 million / 1 million / 500,000 additional shoppers); eBay AU is incumbent #2; Kogan is the largest listed pure-play online retailer; local platforms Catch/MyDeal shut down in 2025.

Top 5 platforms5
North America
US ~$1.2T (2024 final, DC360)

North America

Amazon dominates (US share ~36%), Shopify is merchant infrastructure (~14%), Walmart omnichannel + grocery, eBay C2C, Temu ultra-low-price cross-border at #5; TikTok Shop is near-list #6.

Top 5 platforms6
Europe
€819B (2024)

Europe

Amazon Europe GMV ≈ the sum of ranks 2–10; Temu is cross-border #2; local leaders Zalando (fashion), Allegro (Poland), and Vinted (secondhand) make the top 5; AliExpress is near-list.

Top 5 platforms6
Latin America
~$150–200B (2024)

Latin America

Mercado Libre is the undisputed leader (GMV ~$65B, 120 million+ buyers); Shopee/Amazon rank #2/#3 in Brazil traffic; Magalu and Casas Bahia shrinking/restructuring ecommerce; Temu/Shein are the cross-border wildcard (Temu Mexico traffic #1; Asian cross-border combined ~41.5% in Brazil).

Top 5 platforms6
Middle East & Africa
MEA penetration <5%

Middle East & Africa

The Gulf is a Noon vs Amazon duopoly (neither discloses GMV; qualitative ranking); Jumia is pan-Africa #1 (revenue verified); Takealot first profit in South Africa; Trendyol is Turkey's super app (~40% share); MEA data is incomplete, gaps are flagged.

Top 5 platforms5