S Shopee 2025年 父亲节专题选品参考 Father' s Day Category Bible 2025.06 s 父亲节日历（2025年） 楼转载 二月 三月 四月 五月 六月 七月 八月 九月 十月 十一月 十二月 杰转软 父 亲 6月15日 8月8日 11月12日 12月5日 节 -马来西亚、菲律宾 -台湾站点 -泰国 -越南、新加坡 墨西哥、西伦比亚、智利 8月10日 -巴西 Shopee卖家学习中心官方出品严禁 Frivale & (oniclenlia! Shopee头% E ·品严禁转载 1美容健康品类父亲节选品专题 2男包品类父亲节选品专题 3手表品类父亲节选品专题 目录 4配饰品类父亲节选品专题 5鞋靴品类父亲节选品专题 6男装品类父亲节选品专题 转载 Shopee实物 Private &: Confidentia Shope 美容健康品类父亲节选品专题 热销品：男士香水、护理套装(剃须刀、理发器、胡须美容套装等)、筋膜枪 按摩仪、电动牙刷 男包品类父亲节选品专题 P'rivate&Contidentia. 美容健康品类父亲节选品专题 方出 ENCHEN IEE PRODIK T ...

Investment Rating - The report indicates a strong investment opportunity in the e-commerce sector, particularly for Shopee, which is positioned for significant growth in emerging markets [6][8]. Core Insights - Shopee's primary markets, Southeast Asia and Latin America, are experiencing rapid growth, with e-commerce sales projected to increase by 18.6% and 16.0% respectively in 2023 [7][8]. - The platform covers over 10 markets with a diverse range of product categories, providing brands with extensive opportunities for market entry and expansion [12][15]. - High-growth markets such as the Philippines, Vietnam, and Brazil are highlighted as key areas for brand sellers due to their large consumer bases and increasing purchasing power [16][17]. Market Opportunities - Shopee's diverse market landscape requires brands to understand local cultural nuances and consumer preferences to effectively tailor their offerings [10]. - Emerging markets like Mexico, Colombia, and Chile present significant opportunities for brands due to lower competition and high consumer acceptance of cross-border shopping [18]. - The report emphasizes the importance of product positioning and pricing strategies tailored to specific market conditions to maximize brand visibility and sales [32][34]. Growth Projections - Shopee is expected to maintain a growth trajectory of approximately 70% from 2021 to 2025, indicating robust market demand and brand expansion potential [24][23]. - The report outlines a structured approach for brands to navigate different market stages, from product incubation to maturity, ensuring sustained growth and market relevance [44][46].

Investment Rating - The report indicates a positive investment outlook for Shopee, highlighting its growth trajectory and market position in Southeast Asia and Latin America [4][6]. Core Insights - Shopee has achieved significant user growth in 2022, marking its first quarter of profitability [4]. - The platform has maintained its leading position in Southeast Asia with a total order volume increase and a notable rise in monthly active users [6]. - The report emphasizes the importance of brand support in Shopee's growth, particularly in engaging younger consumers in non-first-tier cities [20][9]. Summary by Sections Part 1: Consumer Insights - Shopee's user demographics show a strong presence among young consumers, particularly in non-first-tier cities, which brands can leverage to enhance their market influence [20]. - The platform's buyer composition indicates a significant percentage of new buyers, with a strong repurchase rate among existing customers, suggesting effective customer retention strategies [26][35]. Part 2: Consumer Behavior - In the electronics category, new buyers account for 95% of the total, with a notable increase in order volume year-on-year [26]. - High-priced products are seeing increased sales, prompting brands to consider launching more premium offerings [29]. - The fashion and lifestyle categories also show a high percentage of new buyers, with brands encouraged to invest in popular items to attract this demographic [35][39]. Part 3: Platform Consumption Trends - The report identifies key trends such as the focus on new customer acquisition, lowering payment barriers, enhancing user engagement through interactive shopping experiences, and fostering brand loyalty through membership programs [73]. - Shopee's initiatives like installment payments and promotional strategies are aimed at increasing the average transaction value and encouraging repeat purchases [73].

Meta 1 2 Shopee x Facebook (CPAS) 3 Shopee x Facebook (CPAS) 4 1. 2027 15 2020 2021 2022 2027 (F) 75 8 5 5 12 8 112 13 1… 8 2… 1… 129 15 14 9 23 12 280 2… 3… 1… 4… 4… 11% 56% 15% 128% 19% 20% 73% 7% 10% 67% 18% 14% 28% 16% 24% 48% 15% 17% v + 2021-2022 1. Lit search Expert interview Forrester Bain analysis | B2B2C/B2C SIM *2021 2022 / 2027 / Forrester / 1. $250.00 $300.00 • 2021 2026 $140.60 $167.01 $192.73 $219.60 $247.02 $275.32 35.3% 18.8% 15.4% 13.9% 12.5% 11.5% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% ...

Investment Rating - The report does not explicitly state an investment rating for the children's fashion category Core Insights - The children's fashion category is characterized by a large market size and high growth rate, with significant future development potential [5] - The advantages of Chinese manufacturing, particularly in regions like Guangdong, Zhejiang, Henan, and Fujian, provide a rich variety of styles at competitive prices [5] - The product range is diverse, covering children's accessories, clothing, and shoes for ages 0-16 [5] Summary by Sections 1. Overview of Children's Fashion Category - Shopee cross-border sellers are attracted to the children's fashion category due to its large market and high growth potential [5] - The category benefits from the advantages of Chinese manufacturing and a wide variety of products [5] 2. Thematic Selection Compilation - **Popular IP Trends**: Notable IPs include Sanrio's Kuromi, which shows significant sales growth in Vietnam and Thailand for autumn/winter apparel [14] - **Christmas and Spring Festival Themes**: Key products for Christmas include children's accessories and festive-themed clothing, while for the Spring Festival, popular items include festive T-shirts and traditional attire [21][17] - **Autumn/Winter New Products in VN/TH**: The sales peak for autumn/winter apparel is expected from October to December, with popular items including sweaters and long-sleeve sets for girls and boys [26][27][28] 3. Product Launch Calendar - The report outlines a detailed product launch calendar for 2024, indicating seasonal trends and key promotional periods across various regions [8][10] - Emphasis is placed on preparing for seasonal demands, such as summer and winter clothing, and back-to-school products [10] 4. Regional Hot Selling Products - **Philippines**: Popular items include boys' polo sets and girls' dresses, with a focus on character-themed accessories [36] - **Malaysia**: Black and white striped clothing is trending, along with LABUBU IP gaining popularity [39] - **Brazil**: Girls prefer mesh dresses, while boys favor Spider-Man outfits [44] - **Taiwan**: IP-related products like Capybara and Kuromi are highly favored [49]

Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Marketing and content are powerful drivers for cross-border sellers' business growth, with a focus on enhancing marketing effectiveness and buyer experience [7][30] - Consumer shopping habits are changing significantly, presenting new opportunities and challenges for sellers [8] - Cross-border sellers need to leverage a variety of marketing tools and content formats to maximize opportunities [10][30] Summary by Sections Marketing and Content - Marketing will continue to provide strong momentum for cross-border sellers in the coming year, focusing on three core areas: optimizing effectiveness, building a content ecosystem, and enhancing buyer experience [7] - There is a notable increase in live streaming and short video orders, indicating a shift in consumer engagement [3] Consumer Behavior - Consumers are now more informed and have a wider range of shopping choices, leading to smarter purchasing decisions [8] - The report highlights the importance of content in stimulating shopping demand and influencing purchasing decisions [21] Advertising Strategies - The report discusses the expansion of off-site advertising, including the launch of new ad formats and increased exposure opportunities for sellers [17][19] - The introduction of new sites, such as in Brazil and Vietnam, aims to reach high-conversion users in Latin America and Southeast Asia [22] Seller Support and Incentives - The report outlines various incentive policies designed to support sellers throughout their marketing journey, including new user promotions and live streaming incentives [25][26] - The collaboration with influencers and the upgrade of content ecosystems are emphasized to enhance promotional effectiveness [23]

Shopee 顺势创新 强劲出海 周俊杰 首席商务官 母公司Sea注能Shopee 2024年强劲开局，业绩劲增突破纪录 Sea 2023年实现上市以来 首个盈利年 Total Net Income $US MM 500 0 162.7 (500) (1,000) (1,500) (1,657.8) (2,000) FY 2022 FY 2023 BN SUS BN 25 23.6 3 2.6 20 17.3 15 1.6 ↑ 36.3% 10 56.8% 0 0 Q1 2023 Q1 2024 Q1 2023 Q1 2024 Shopee 2024 Q1单量及GMV 创有史以来最高值 l l Gross Orders 00 GMV *数据来源：Sea 2023全年、2024 Q1财报 2 深受用户青睐， 上半年稳居区域领航地位 用户粘性强 全球购物类 使用总时长第一 东南亚及台湾地区购物类 使用总时长 月活 总下载量第一 9 / 8 巴西购物类 使用总时长 月活 总下载量第一 市场份额高 根据头部东南亚观察机构 领先友商平台 年蝉联东南亚电商交易份额第一 数据来源： 谷歌应用商店， 年 月 月； 3 世代消 ...

Investment Rating - The report provides a positive investment outlook for the plastic toy industry, particularly in the Shopee marketplace, highlighting significant growth opportunities in various toy categories [2][6][63]. Core Insights - The plastic toy market is experiencing robust growth, with specific segments such as outdoor toys and educational toys showing high demand. Seasonal trends and local festivities are critical for sales strategies [11][54][68]. - Shopee's platform offers unique opportunities for sellers, including insights into product selection and market trends, emphasizing the importance of aligning product offerings with consumer demand during peak seasons [17][54][63]. Summary by Sections Market Overview - The report outlines the distribution of toy sales across different regions, with Asia accounting for 54.97% of exports, followed by North America at 26.44% [11]. - The outdoor toy segment is highlighted as a key growth area, with products like bicycles and inflatable toys showing strong sales potential [19][20]. Product Categories - **Outdoor Toys**: This category includes bicycles and inflatable toys, which are popular during seasonal events. The report notes a high average selling price and stable demand [19][20]. - **Educational Toys**: Products in this segment, such as science kits and art supplies, are gaining traction, particularly in Southeast Asia [37][38]. - **Building Blocks**: The report emphasizes the popularity of building block toys, with a focus on brands like LEGO, which are well-received in various markets [39][80]. Sales Trends - Seasonal sales peaks are identified, with significant opportunities during back-to-school periods and local festivals. The report suggests that sellers should prepare for these events to maximize sales [55][59]. - The report also highlights the importance of product listings and compliance with platform regulations to avoid penalties and ensure successful sales [29][30][42]. Recommendations - Sellers are advised to focus on high-demand products and seasonal trends, with specific recommendations for product categories that align with consumer interests [68][76]. - The report suggests leveraging local language keywords in product titles to enhance visibility and attract more customers [68][72].

competition, collaboration, and global shockwaves. M Update October 4, 2024 02:18 PM GMT | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---- ...

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The overall market for musical instruments is experiencing a Year-over-Year (YoY) growth rate of 30% across various regions, with Brazil leading at 78% YoY growth, followed by Vietnam at 46% and Singapore at 40% [4]. - 80% of sales revenue is derived from instrument accessories, string instruments (guitars), and keyboard instruments, while cross-border sales contribute less than 10% to overall revenue [7]. - Local sellers have higher average transaction values compared to cross-border sellers, primarily focusing on whole products, while accessory prices remain relatively stable [7]. Market Trends and Selection - The market for musical instruments is characterized by a diverse range of consumer needs, with recommendations for sellers to focus on overseas warehouses for larger items and to cater to beginners with appropriate starter kits [8]. - Cross-border sellers are encouraged to concentrate on accessories and consumables, offering a variety of products to meet different consumer demands [8]. - Sellers should adapt to fluctuations in instrument types and trends across different regions, adjusting their offerings accordingly [8]. Leading Store Cases - A brand collection store specializing in musical instruments has shown stable growth through a rich SKU offering and consistent investment, achieving a monthly GMV of approximately $46,000 with a YoY growth of nearly 100% [11]. - Another store focusing on guitar accessories has seen a YoY growth of over 100%, particularly during major sales events and holiday seasons, with a monthly GMV of around $87,000 [16]. - A newly established store has rapidly reached a monthly average sales of $75,000 within six months, primarily driven by advertising and a limited SKU range [17]. Product Listing Recommendations - For string instruments like guitars, it is suggested to offer more accessories to increase the price point by $5-$10, and to consider upgrading materials to enhance sales potential [25]. - For keyboard instruments, the report highlights the importance of varying features and pricing tiers to cater to different consumer segments [26]. - Accessories such as guitar strings and effect pedals are recommended to be diversified in terms of materials and functionalities to meet consumer preferences [28][29].