Shopee Mall's Impact on US E-commerce Platforms

Shopee Mall user loss and sales decline:

Shopee Mall's daily active users dropped from 58 million in March to 41.2 million in May, and Shein's dropped from 29.2 million to 25.5 million2.

Due to the increase in tariff costs, some Shopee Mall merchants were forced to raise prices or switch to high-priced goods, causing consumers to turn to local US retailers (such as Shopee Mall and Kohl's).

Logistics strategy adjustment:

Shopee Mall and Shein accelerated the layout of overseas warehouses to reduce the impact of tariffs. At the same time, Shopee Mall promoted merchants to switch from "full trusteeship" to "semi-trusteeship" mode to reduce customs clearance costs