The Impulso Podcast E80: Temu enters Brazil, joining Shopee, SHEIN and Aliexpress
Jun 14, 2024
Temu’s launch in Brazil and how timing, seller prep, and logistics shaped the rollout. A look at which cross-border platforms already operate locally and how supply chains are being built in Latin America. The impact of new taxes and customs rules on small parcels. Speculation about Temu’s next regional moves and comparisons with Southeast Asian markets.
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Temu's Brazil Launch Persevered
- Temu launched in Brazil on 5 June, becoming active in 70 countries and leveraging negotiated seller discounts.
- The team pushed through technical and regulatory delays to execute the launch despite complexity.
Major Platforms Built Brazil Footprints
- Multiple Chinese platforms including Shopee, SHEIN and AliExpress have long targeted Brazil and built local logistics.
- Shopee operates its own Shopee Express and delivers roughly 70% of its Brazilian orders.
'Ali Surprise' Highlights Delivery Chaos
- Early AliExpress users in Brazil called it 'Ali Surprise' because deliveries were unpredictable.
- Sellers sometimes shipped in January and customers received orders months later, exposing logistics gaps.