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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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8 views
GigaCloud's underlying platform metrics are robust, with 56.1% GMV growth and significant increases in both active 3P sellers and buyers. Service revenue (primarily from 3P marketplace activity) grew 22.7%, signaling a shift toward a more capital-efficient, high-margin platform model with strong network effects. Although recent tariffs have not yet significantly impacted results, declining gross and operating margins show early signs of pressure; the risk of renewed trade tensions remains a key concern.
