The news: TikTok commerce traffic has trended down throughout 2025 amid uncertainty about the app’s future in the US. Our take: Trump’s extension gives TikTok more time to reach a deal but does little to ease the internal disruption from ByteDance’s austerity drive. New tariffs and the elimination of the de minimis exemption could hinder TikTok Shop’s performance.
The company is shedding dozens of jobs while giving employees a chance to be rehired, revealing it is far more resilient than other Big Tech companies.
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