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Investor Presentaiton

Higher User Engagement... Compared to competitors, Shopee has among the highest user engagement. For discretionary / “want” categories like fashion or makeup, it's important to keep customers coming back. The more they browse, the more likely they'll find something to buy. • On an average session basis, Shopee customers spend 19% more time on the platform vs. Lazada, and 77% more time vs. Tokopedia. They also visit 25% more pages vs. Lazada and 94% more than Tokopedia. This indicates stronger "browsing” behavior, as consumers "window shop" across products. Note: These statistics are for desktop usage only, and we don't have data for mobile app usage behavior. However given Shopee's stronger dominance on mobile, we'd expect these behavioral characteristics to be even stronger on mobile than desktop. Avg. Pages per Visit (Desktop Only) From Similarweb Data 10.01 8.59 8.58 7.91 Zalando Poshmark Amazon Shopee.co.id HAYDEN CAPITAL 7.22 6.32 5.49 4.37 4.07 Tmall Lazada.co.id Taobao JD Tokopedia Avg. Session Duration (Desktop Only) From Similarweb Data 6:49 6:42 6:36 6:15 5:48 5:15 Zalando Poshmark Taobao Shopee.co.id Amazon Lazada.co.id Fred Liu, CFA | [email protected] 3:47 3:32 3:01 Tokopedia Tmall JD 16
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