Lazada Group Survey Highlights Shift to Shopper Retention in Southeast Asia E-commerce
What happened
Cube commissioned a market survey for Lazada Group regarding the competitive e-commerce market between TikTok Shop and Lazada Group in the Philippines. The report found that the Southeast Asian e-commerce race is moving from gaining online penetration to retaining existing customers. Savvy shoppers, who spend 31 per cent more monthly than others, account for 45 per cent of e-commerce spending in the Philippines, where they represent 36 per cent of the population.
From insideretail.asia
Why it matters
The shift indicates that future growth in the region will depend on deeper customer engagement and trust, rather than just market entry. Cube estimates that the spending associated with these savvy shoppers is worth about US$11.5 billion across the region this year. The Philippines currently holds the highest share of these high-spending consumers.
From insideretail.asia
Who's involved
- CubeResearch firm that commissioned and conducted the market survey for Lazada Group.
- Lazada GroupE-commerce company that commissioned the survey to understand competitive market dynamics.
- TikTok ShopCompetitor to Lazada Group, actively vying for market share in the region.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Lazada GroupSpeculative
Lazada Group could face competitive pressure from TikTok Shop regarding customer retention and engagement.
- PhilippinesSpeculative
The Philippines could see increased demand for e-commerce services due to its high concentration of high-spending shoppers.
- TikTok ShopSpeculative
TikTok Shop might gain market share by leveraging its growing strength in social video shopping.
- IndonesiaSpeculative
Indonesia might face customer leakage from single e-commerce applications as shoppers seek deeper engagement.
- VietnamSpeculative
Vietnam might see changes in consumer spending habits as the market matures and focuses on customer loyalty.
Keep exploring
The entities involved
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TikTok Shop
ecommerce feature on TikTok
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Lazada Group
Singaporean-Chinese e-commerce company, based in Southeast Asia
Nothing else this week.
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Philippines
archipelagic country in Southeast Asia
Related events
- A market fair was held in the Philippines on September 8, 2026, featuring indigenous textiles like suksok and t’nalak.
- GCash is reported to dominate the Philippine e-wallet market and is competing regionally with Kakao Pay.
- The Philippines is actively seeking to attract companies from various international markets, including Japan, Australia, the Middle East, and the United Kingdom.