Momentum Works Intelligence

Momentum Works Intelligence

What TikTok Shop brought to Brazil wasn't the sellers

Brazilian sellers, creators and MCNs are running a live-commerce playbook already familiar from China and Southeast Asia.

Momentum Works
Aug 12, 2026
∙ Paid

TikTok Shop Brazil did roughly US$1 billion in GMV in the first half of 2026. More interesting to us was another number: 19.8%.

That is the share of TikTok Shop Brazil’s GMV coming from live selling — more than double the 8.2% we see in the United States. More than half of the Brazilian creators selling on the platform now use live as a channel. These figures come from our first TikTok Shop in Brazil report, published today with the data analytics firm Tabcut, which we have worked with since 2024 to track TikTok Shop across markets.

Live selling, in other words, works unusually well in Brazil. To see why that caught our attention, it helps to look at how the market got here.

For a long time, Brazil looked like hard ground for foreign ecommerce platforms. Mercado Libre had built a deep local position that ran well beyond its marketplace, into logistics, payments and fintech, and it held that position even as Amazon pushed into the region.

Then Shopee arrived. There was plenty of doubt at the time that a platform out of Southeast Asia — low order values, huge numbers of small sellers, gamified shopping — could get traction in a market Mercado Libre held so firmly. It did. Shopee built a large, and largely local, business in Brazil and turned into a serious challenger.

TikTok Shop is the next arrival, and it has come with a different playbook: not Shopee’s marketplace model, but the content-and-creator, live-selling approach already worked out in China and Southeast Asia. The early signs are that it, too, resonates.

That is where the report data and our conversations around the market point. MCNs that recruit and coach live sellers already appear to sit behind some of the top performers. The live-room mechanics we described in our recent U.S. piece — lucky draws, freebies and other tactics that hold viewers before the product is released for purchase — landed much less well with American shoppers. In Brazil, they seem to work.

What makes this more interesting is who is not behind it.

This is not the familiar story of Chinese sellers arriving in a new market and rebuilding the system they run at home. Chinese sellers do not appear to be driving TikTok Shop Brazil; from our conversations, the sellers, creators and MCN agencies running the playbook are, for the most part, Brazilian. Cross-border trade from China still runs into long shipping times, tax and customs friction and a thinner fulfilment base, which helps explain why Chinese sellers have not simply arrived and taken over.

It is far too early to put TikTok Shop next to Shopee in Brazil, and we would not yet call it a threat to Mercado Libre. But Brazil has now given us two interesting cases. Shopee showed that an ecommerce model developed in Asia could find a large local audience. TikTok Shop may be doing it again, with a very different playbook.

This time, even the sellers do not have to travel for the playbook to.


Our full TikTok Shop in Brazil report — channel and category breakdowns, the top stores, creators and live sessions, and how the market compares with the US — is available now. Paid MWI subscribers can get the report at 30% off.


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