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Complete Guide
E-commerce & Varejo
Lojas online, dropshipping, D2C e marketplaces
5
Markets Analyzed
68
Average Score
2
Saturated Markets
0
Opportunities
Markets in This Category
Critical
Collapsing
Generic Dropshipping
Margins destroyed by Temu and Shein. Impossible price competition with players that have integrated supply chains and billions in capital.
TAM: US$ 200B globalmente
Growth: -15% ao ano para dropshippers independentes
95
/100
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TemuSheinAliExpress
Critical
Stable
Quick Commerce
10-30 minute delivery. Gopuff, Getir, and similar burning billions. Unit economics still unproven.
TAM: US$ 70B globalmente
Growth: +15% ao ano, mas com consolidação
80
/100
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GopuffGetirGorillas
High
Declining
Subscription Boxes
Birchbox, Blue Apron, and similar with high churn. Model lost appeal post-pandemic.
TAM: US$ 30B
Growth: -5% ao ano
72
/100
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Dollar Shave ClubBlue ApronBirchbox
Medium
Rising
Social Commerce
Sales via TikTok, Instagram, and WhatsApp. TikTok Shop growing exponentially.
TAM: US$ 1.2T globalmente
Growth: +30% ao ano
55
/100
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TikTok ShopInstagram ShoppingFacebook Marketplace
Medium
Rising
Re-commerce / Used Goods
Second-hand market growing with sustainability. ThredUp, Poshmark, and similar consolidating.
TAM: US$ 200B global
Growth: +20% ao ano
40
/100
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ThredUpPoshmarkVinted
Key Players
Temu
Shein
AliExpress
Wish
Gopuff
Getir
Gorillas
iFood
Rappi
ThredUp
Poshmark
Vinted
Enjoei
OLX
TikTok Shop
Instagram Shopping
Facebook Marketplace
Whatnot
Dollar Shave Club
Blue Apron
Birchbox
FabFitFun
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