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Core Viewpoint - Latin America is becoming a new gold mine for cross-border e-commerce platforms, including TikTok, especially after the emergence of various instabilities in the U.S. market [6][18]. Group 1: TikTok Shop in Latin America - TikTok Shop launched in Mexico in January 2025 and in Brazil in May 2025, with Mexico achieving a daily sales volume of approximately $700,000 by May [4]. - The Brazilian market is still in its early stages, with daily sales reaching around $110,000 despite being limited to local registered companies [5]. - A significant influx of North American TikTok sellers is moving to Mexico, with 2025 being a pivotal year for market growth [8]. Group 2: Advantages of the Mexican Market - The proximity of the U.S. and Mexico allows for the replication of successful U.S. product selection strategies [10]. - Advertising costs in Mexico are significantly lower than in the U.S., with potential ROI exceeding 100 at times compared to 2 or 3 in the U.S. [12]. - The influencer ecosystem in Mexico is thriving, with many sellers already establishing connections with local influencers prior to TikTok Shop's launch [13]. Group 3: Challenges in Brazil - Brazil faces high tariffs, with overall tax rates ranging from 60% to 70%, and some products facing rates over 90%, complicating market entry for many brands [15]. - The Brazilian business visa system limits foreign operators' stay, making it difficult for Chinese companies to establish a local presence [16]. - Despite high taxes, Brazilian consumers are accustomed to paying for scarce goods, which may sustain sales despite tax increases [16]. Group 4: Other E-commerce Players in Latin America - Temu aims for a global sales target of 100 billion yuan in 2025, with significant expectations from Latin America [18]. - Temu's market share in Brazil reached 9.9% in April, making it the second-largest e-commerce platform in the country [19]. - SHEIN plans to focus on Latin America in 2025, with expected growth rates exceeding 80% in Brazil and Mexico [20][21]. Group 5: Market Potential and Challenges - Latin America has a large population of over 200 million, with nearly 100 million engaged in online shopping, and a youthful demographic [23]. - Income disparity is significant, with 50% of the population in lower income brackets, limiting the market for high-ticket items [25]. - Political instability and a lack of long-term policy planning in Brazil pose challenges for sustained business operations [26].