
Social Commerce in Southeast Asia: What Works (2026)
TikTok Shop's SEA GMV doubled to $45.6B in 2025 (Momentum Works). Past the hype numbers, here's what actually works in Southeast Asian social commerce.
By Abhilash LR
Social commerce in Southeast Asia is genuinely huge — which is exactly why it attracts genuinely made-up statistics. So start with a number you can check: TikTok Shop's GMV across Southeast Asia doubled year-on-year to $45.6 billion in 2025 (Momentum Works). That's real, it's sourced, and it's more than enough to make the point: shopping inside content is now a primary way Southeast Asia buys, not a side experiment.
This is the grounded version — what the credible data actually says, where it's concentrated, and what genuinely works for brands, separated from the inflated growth figures that circulate in vendor decks.
Key Takeaways
TikTok Shop's Southeast Asia GMV doubled to $45.6B in 2025; Indonesia alone was $13.1B, its second-largest market globally (Momentum Works).
SEA ecommerce is a three-platform market — Shopee, Lazada, and TikTok Shop hold 98.8% of platform GMV. Social commerce isn't separate from ecommerce here; it is the shelf.
Live commerce and creator content are the engine, especially in Indonesia. Discovery and purchase happen in the same feed.
Be skeptical of round, un-sourced growth stats ("60%+ social commerce growth"). The verifiable numbers are impressive enough without invention.
The Real Numbers (and the Fake Ones)
Southeast Asia's total platform ecommerce GMV reached $157.6 billion in 2025, up 22.8% year-on-year, and the market has effectively consolidated into three players: Shopee, Lazada, and TikTok Shop together hold 98.8% of platform GMV (Momentum Works report).
Bar chart. In 2025, Southeast Asia total platform ecommerce GMV was 157.6 billion US dollars. TikTok Shop across Southeast Asia was 45.6 billion dollars, having doubled year on year. TikTok Shop in Indonesia alone was 13.1 billion dollars. Source: Momentum Works.$157.6BSEA platform GMV (all ecommerce)$45.6BTikTok Shop, Southeast Asia$13.1BTikTok Shop, IndonesiaGross merchandise value, 2025 (US$)TikTok Shop SEA doubled year-on-year; Indonesia is its 2nd-largest market globally.Source: Momentum Works, Southeast Asia ecommerce 2025. Retrieved 2026-08-01
Notice what that means: in Southeast Asia, "social commerce" and "ecommerce" aren't separate channels you choose between. TikTok Shop — the social-commerce platform — is one of the three companies that is the ecommerce market. The feed is the storefront.
PlatformWhat it isWhat it means for brandsShopeeThe largest marketplace in the regionBroadest reach; the default storefrontLazadaEstablished marketplace (Alibaba-backed)The second marketplace pillarTikTok ShopContent/social commerce (merged with Tokopedia in Indonesia)The feed is the storefront — creator- and live-led
Now the fake ones. If you've read that Southeast Asian social commerce is "growing 60%+ a year" or converts at some suspiciously round multiple of normal ecommerce, ask for the methodology — you usually won't get one. We rejected exactly those figures when building this. The honest, sourced numbers above are strong enough that you don't need the invented ones. Citing a number you can't defend is how you lose a CFO's trust. It's the same discipline we apply to regional benchmarks generally, and to everything we publish.
Indonesia: the Center of Gravity for Social Commerce
If you're prioritising one market, the data points at Indonesia. TikTok Shop's Indonesia GMV was $13.1 billion in 2025, making it its second-largest market in the world (Momentum Works). That scale came after a regulatory reset in which TikTok merged its Indonesian ecommerce operation with local giant Tokopedia. Indonesia combines a massive, mobile-first, young population with a culture of live-selling that few markets match.
The practical implication: a "Southeast Asia social commerce strategy" that treats the region as one bloc will underperform. The economics, dominant platforms, and creator ecosystems differ enough that Indonesia, in particular, deserves a dedicated plan rather than a spillover of your Singapore or regional playbook.
Beyond Indonesia: Where the Growth Is Next
Indonesia is the largest market, but it isn't where the fastest growth is happening. Momentum Works attributes TikTok Shop's 2025 doubling to strong momentum in Malaysia, Indonesia, and Thailand — the three markets that recorded the fastest growth rates in the region. For a brand planning a rollout, that's a useful signal: after Indonesia, Malaysia and Thailand are the markets where the channel is accelerating rather than maturing. That usually means lower creator costs and less crowded shelves than a fully-developed market.
It also reinforces the case against a one-size-fits-all regional plan. Singapore is a small, high-value market; the Philippines and Vietnam have their own dynamics and price sensitivity. The right sequence is to lead with the market that fits your category and margins — often Indonesia for scale, Malaysia or Thailand for growth headroom. Localise the creator strategy for each market rather than running one campaign across all six and hoping.
What Actually Works in Social Commerce: Live, Creators, and the Feed
Strip away the platform names and the mechanics that drive social commerce here are consistent:
Live commerce. Real-time selling — a host demonstrating products, answering questions, and dropping limited offers — compresses discovery, trust, and purchase into one session. It's a dominant format among top sellers, and disproportionately so in Indonesia.
Creator-led discovery. Purchases start from content in the feed, not from a search box. The creator is the top of the funnel, and affiliate/creator commissions are the acquisition cost — a different mental model from paid search or prospecting.
Native, entertaining content. Product content that looks like an ad loses to content that looks like the platform. The unit of work is a stream of native short-form and live sessions, not a polished hero film.
For a brand, this reframes the budget: your "media spend" is increasingly creator partnerships and live-selling operations, and your "conversion rate optimisation" is how good your hosts and hooks are — not just your product page.
What This Means for Your Brand
A grounded way to approach Southeast Asian social commerce:
Treat TikTok Shop as a core channel, not a test — in this region it's one of the three platforms that own the shelf.
Localise by market, and start with Indonesia if it fits your category — the data says that's where the depth is.
Build a creator and live-selling engine, not a one-off campaign. Consistent native content and live sessions are the mechanism.
Measure it like performance, not brand. Track contribution after creator commissions and platform fees, with a margin-based return target — the same rigor you'd apply to any acquisition channel.
Ignore the hype stats. Plan against the numbers you can source; the real ones are already big.
Frequently Asked Questions
How big is social commerce in Southeast Asia?
Very large, and now central to ecommerce rather than adjacent to it. TikTok Shop's GMV across Southeast Asia doubled year-on-year to $45.6 billion in 2025, and total SEA platform ecommerce GMV reached $157.6 billion, up 22.8% (Momentum Works). The clearest sign of how central it has become is market structure: Shopee, Lazada, and TikTok Shop together control 98.8% of platform GMV, so the social-commerce platform is literally one of the three companies that is the regional ecommerce market. That's different from Western markets, where social commerce is still a small slice bolted onto search- and marketplace-led buying. In Southeast Asia the feed is a primary storefront, discovery and checkout happen in the same session, and a brand that treats TikTok Shop as an experiment rather than a core channel is absent from a large share of where the region actually shops.
Which is the biggest social commerce market in Southeast Asia?
Indonesia, by a wide margin. TikTok Shop's Indonesia GMV reached $13.1 billion in 2025 — making it TikTok Shop's second-largest market globally, behind only the US (Momentum Works). That scale isn't an accident of population size alone. Indonesia combines a huge, young, mobile-first population with a live-selling culture that predates TikTok Shop itself, going back to livestream selling on platforms like Facebook and Instagram. Consumers there are already comfortable buying inside a video feed rather than navigating to a separate storefront, which is exactly the behaviour social commerce depends on. For a brand entering Southeast Asia, this makes Indonesia the natural first market to prioritise for a social-commerce strategy specifically — not just because it's the region's largest economy overall, but because the infrastructure, creator ecosystem, and consumer habits for feed-based buying are more mature there than anywhere else in SEA. Malaysia and Thailand are growing fast, but neither has Indonesia's combination of scale and existing live-selling culture yet.
Is TikTok Shop bigger than Shopee and Lazada?
Not overall — but it's a genuine top-three player rather than a minor challenger. Shopee, Lazada, and TikTok Shop together hold 98.8% of Southeast Asia's platform GMV, leaving almost no room for anyone else in the market (Momentum Works). Within that trio, Shopee remains the largest by overall GMV, with Lazada second. TikTok Shop, combined with its Indonesian arm Tokopedia, had a GMV equivalent to roughly two-thirds of Shopee's — a striking figure for a platform that only entered ecommerce in the region a few years ago, and one built entirely on video-feed discovery rather than a traditional search-and-browse storefront. The more useful comparison for a brand isn't which platform is biggest overall, but where your specific category and audience actually transact: TikTok Shop's strength skews toward impulse, trend-led, and creator-driven categories, while Shopee and Lazada still carry more of the deliberate, search-led purchase volume.
What actually drives sales in Southeast Asian social commerce?
Live commerce and creator-led content, not static product listings. Real-time live selling — where a host demonstrates a product, answers questions, and drops limited-time offers in the moment — concentrates discovery, trust-building, and purchase into a single session, and it dominates the sales mix among top sellers, especially in Indonesia where the format is most mature. This is fundamentally different from how a Western shopper typically buys: instead of searching for a product and comparing listings, a Southeast Asian social-commerce shopper is far more likely to discover a product because a creator they follow featured it in the feed, then buy it without ever leaving the app. That shift moves the real work of selling away from SEO or paid search and toward creator partnerships, affiliate commissions, and live-selling operations — booking hosts, running a consistent live-streaming calendar, and treating each session like a mini launch event. A brand's "media plan" for the channel is really a creator and live-commerce operations plan first, with paid amplification behind it second.
Why should I distrust some social commerce growth statistics?
Because many of the eye-catching growth figures that circulate in decks and articles have no published methodology behind them at all. A number like "60%+ annual social commerce growth" gets repeated widely, but tracing it back usually leads to vendor marketing material or a secondary article citing another secondary article, never a primary dataset with a stated sample size, time period, or definition of what counts as "social commerce." That's a problem, because it makes the figure impossible to verify or defend if a client or investor asks where it came from. The frustrating part is that this caution isn't even necessary — the verifiable Momentum Works numbers are impressive enough on their own: TikTok Shop's Southeast Asia GMV genuinely doubled year-on-year to $45.6 billion, and Indonesia alone reached $13.1 billion. There's no need to reach for an unsourced multiplier when the real, defensible numbers already tell a compelling growth story. When you see a social-commerce statistic without a named source and methodology attached, treat it as marketing copy, not data.
How should brands measure social commerce?
Like any other performance channel — not as a branding or awareness exercise, and not by celebrating raw GMV or view counts. Track the true contribution after creator commissions and platform take rates are subtracted, and hold the channel to a margin-based return target the way you would a Meta or Google campaign. Because acquisition on social commerce happens primarily through creators and live sessions rather than display ads, your real "media cost" is creator partnerships, affiliate commissions, and the operational cost of running a consistent live-selling calendar — hosts, production, and platform fees. Measure those costs against the revenue they actually cause, attributed as cleanly as the platform allows, rather than against vanity metrics like livestream view counts or follower growth, which can look impressive while contributing little to actual sales. A brand that reports "we had 500,000 live viewers" without connecting that number to orders and margin is measuring reach, not commerce — and reach alone doesn't pay for the creator fees that generated it.
Conclusion
Southeast Asian social commerce doesn't need inflated statistics to be a big deal — TikTok Shop doubling to $45.6 billion and Indonesia ranking as its second-largest market worldwide make the case on their own. The opportunity is real, it's concentrated in a three-platform market where the feed is the shelf, and it's driven by live selling and creators rather than search. The brands that win treat it as a core, market-by-market channel with a creator engine behind it — and measure it with the same honesty they'd demand of any other line in the budget.
How this post was compiled. The TikTok Shop Southeast Asia GMV ($45.6B, doubled YoY), Indonesia GMV ($13.1B), total SEA platform GMV ($157.6B, +22.8%), and three-platform concentration (98.8%) are all from Momentum Works' 2025 Southeast Asia ecommerce report, as reported by TechNode Global and DealStreetAsia. We explicitly declined to repeat un-sourced "social commerce growth" figures (such as a widely-circulated "60%+" claim) that lack a published methodology. Points about live commerce, creators, and native content are presented as analysis of how the channel operates. Written by Abhilash LR, founder of Coact, a performance marketing agency working across Singapore, India, and Indonesia.
Continue Learning
SEA & India Growth Benchmarks: What's Real — the wider regional picture, sources and caveats included
What's a Good ROAS by Industry? — set a margin-based target before you scale creator spend
Why Is My CAC Increasing? — why acquisition keeps getting more expensive, and what to do
Talk to our team about building a Southeast Asian social commerce channel that pays back.
Want results like these for your brand?
COACT runs performance-based growth across SEA & India. Start with a free 15-day pilot.
Book a discovery callKeep reading
Do You Need an llms.txt File? What the Evidence Says (2026)
Ahrefs checked 137,210 domains: 97% of llms.txt files got zero traffic. Google calls it 'purely speculative.' Here's the evidence — and what to do instead.
Performance Marketing in 2026: The Complete Guide
Only 52% of marketers can prove their value. Performance marketing in 2026 runs on three shifts: signal loss, AI-run buying, incrementality. The full guide.