Shopee Thailand now requires sellers in certain product categories to use Shopee Express for delivery, eliminating seller choice. Over the past 12-18 months, Southeast Asian marketplaces have increasingly forced sellers into their own logistics services, creating operational challenges for brands trying to control their customer experience.
And some of these changes that we've seen in the past 12 to 18 months are really, you know, challenging, create challenges for overall fulfillment, especially when working with marketplaces. We see in the past 6 months, specifically in Thailand, Shopee as a marketplace forcing sellers to use their last mile delivery service providers like Shopee Express for certain category of products, right? Which is basically saying that, hey, you don't have a choice. If you want to sell, you must use this last mile solution that we have, whether it fits our brand positioning or not. That's out of discussion, right? So this really gives us a sense that we see a bit of a stronger positioning of marketplace demands into cornering sellers, all sellers, to use services by these marketplaces, the in-house services like fulfillment operations, last-mile deliveries, right?
