The arrival of Asian e-commerce giants like Shein, AliExpress, and Temu in Mexico has dramatically altered the competitive landscape. In April, Temu boasted an impressive 10.1 million active users in Mexico, surpassing established local retailers like Liverpool (5.9 million) and Walmart (Walmex, 4 million), according to SimilarWeb data. This surge in popularity highlights Temu Mexico’s rapid ascent in the Mexican market.
While Temu’s user base is significant, it still trails market leaders Mercado Libre (28 million) and Amazon (24.5 million). However, the growth of Temu, along with other Chinese apps, signifies a shift in consumer preferences, particularly among younger demographics and those in lower economic brackets. These consumers often prioritize price over delivery speed and product quality, a key factor in Temu Mexico’s success.
Grupo Bursátil Mexicano (GBM) reported a 12% year-over-year increase in overall e-commerce traffic in Mexico, largely driven by the influx of new players like Temu. The launch of Temu in 2022 significantly contributed to a 20% surge in app traffic. This data underscores the impact of Temu Mexico on the overall e-commerce sector.
When comparing website traffic, Temu Mexico attracts 7.2 million active users, outperforming Shein (3.2 million) but trailing AliExpress (11.9 million). Mercado Libre and Amazon maintain their lead in website traffic with 24.2 million and 30.6 million users, respectively. Liverpool, Coppel, and Walmex also hold significant market share with website traffic exceeding 7.8 million users each. This difference between app and website usage suggests Temu Mexico’s strategy might focus on mobile-first consumers.
The success of Temu Mexico raises concerns about fair competition and labor practices. While the affordability of products on these platforms attracts consumers, questions remain about the long-term sustainability and ethical implications of their business models. The continued growth of Temu Mexico will likely reshape the Mexican e-commerce landscape and force established players to adapt to this new competitive environment. The focus on mobile users, competitive pricing, and a younger demographic positions Temu Mexico for continued growth in the Mexican market.
