US fashion ecommerce is maturing just as AI, social commerce, and resale gain traction. Slower growth and costly returns are raising the stakes, reshaping how consumers discover, decide, and buy.

Regulatory crackdowns and trade barriers threaten growth—but its consumer appeal remains strong.

TikTok Shop's low prices came with shaky trust, but the budget retailer is maturing into a serious marketplace and attracting partnerships.

Trump’s tariff era hits retail unevenly as higher-income shoppers continue spending, but lower-income households feel the squeeze.

In 2026, commerce will thread itself even more tightly into the platforms consumers already use, whether they're watching TV, scrolling TikTok, or browsing a retailer’s site. Streamers will hunt for new revenues beyond subscriptions and ads, fashion shoppers will polarize toward luxury or low-cost, and TikTok Shop will transition from experiment to expectation. Meanwhile, creators will embed more directly into retail environments as brands seek safer, more strategic partnerships.

Temu and Shein face a highly uncertain future, with both at the mercy of global trade policies amid growing tensions over ultra-cheap Chinese exports.

Reuters reporting suggests Meta has been unable to contain large-scale fraud in its China ad ecosystem. Despite launching a dedicated crackdown in early 2024 that cut violating ads from 19% to 9% of China revenue, enforcement was later relaxed, allowing misconduct to climb back to 16% by mid-2025. A multilayer reseller network, weak overseas deterrence in China, and partner whitelisting made violations difficult to trace. China advertisers still generated more than $18 billion for Meta in 2024, creating tension between revenue goals and quality controls. The case raises sharp questions about platform accountability and advertiser risk.

The heat on Temu parent PDD Holdings is growing, at home and abroad. The company is being investigated by China’s State Administration for Market Regulation (SAMR) over reports of fraudulent deliveries, per Bloomberg, while Temu’s Dublin headquarters were raided last week by the EU over concerns that the company breached foreign subsidy rules. PDD is losing goodwill in many of the markets it operates in—including in China, its most important. Employees reportedly got into fistfights with SAMR investigators at the company’s Shanghai offices, leading to multiple arrests. Such confrontations are highly unlikely to endear PDD to the powerful regulator, which has the ability to instigate sweeping probes into the company’s business practices.

Canada’s digital economy is entering a faster, more competitive phase in 2026 as ad spending accelerates, short video surges, ecommerce climbs, and AI-driven search reshapes how audiences discover content.

Shifts in what consumers watch, how they search, and where they shop are reshaping Latin America’s digital economy—and how brands will reach audiences in 2026. Explore the five trends to watch in the year ahead.

Shein and Temu are under intensifying global scrutiny as US, European, and Chinese authorities tighten oversight of Chinese-affiliated ecommerce platforms. Texas is investigating Shein over forced labor and safety concerns, while Sen. Tom Cotton is urging a federal probe into IP theft at both companies. The pressure extends abroad, with Shein’s French marketplace suspended and China demanding sales data to combat tax evasion. With de minimis advantages eroding and consumer trust wavering, these platforms must strengthen marketplace quality and local partnerships to remain competitive amid rising regulatory risk.

Mobile will account for nearly half of US online sales in 2026 and become the dominant channel in 2027. To make the most of this shift, retailers and brands should enhance integration of their shopping apps and loyalty programs.

AI, stricter safety rules, and new ad restrictions are reshaping the UK digital landscape as local sellers gain leverage, platforms face new friction, and advertisers adapt to a fast-changing regulatory environment.

Q3 was a record-breaking quarter for the three largest ad platforms, but heavy spending on AI is compressing margins and raising questions about how the technology will impact the future of digital advertising.

Global ecommerce is tightening as major markets close de minimis loopholes and China increases tax scrutiny, putting fresh pressure on platforms like PDD and its international arm Temu. Nearly 1 in 5 US consumers say shifting trade policies may discourage them from buying internationally, adding to the company’s challenges amid uneven spending in China. PDD delivered mixed Q3 results, with earnings beating expectations but revenue slightly missing. The overall picture suggests the company must transition from relying on duty-free advantages to strengthening marketplace fundamentals, even as improving user trends signal early signs of resilience

Future-proofing against—and capitalizing on—advances in consumer-facing AI will be the overarching theme for retailers in 2026.

Chinese sellers are facing intensifying pressure as the EU fast-tracks the closure of its de minimis loophole amid a rapid rise in low-value parcel imports, complicating efforts by platforms like Shein and Temu already contending with poor reception, legal scrutiny, and safety violations in Europe. With Chinese regulators also tightening oversight by demanding detailed sales data, sellers built around rock-bottom pricing are encountering diminishing returns. The environment is pushing brands to pivot toward stronger compliance and higher product quality, a shift that mirrors the success of players like Anker and is becoming increasingly necessary as global rules harden.

Chinese tax authorities are requiring Amazon, Temu, Shein, and other major platforms to submit Q3 sales data from Chinese merchants as regulators intensify efforts to curb tax evasion in cross-border ecommerce. The information is expected to reveal higher actual sales than those reported, potentially leaving sellers liable for up to 13% VAT plus back taxes. The move aligns with Beijing’s broader push to recover tax revenue, and it comes as global markets tighten de minimis rules. These shifts could reshape marketplace dynamics as Chinese sellers reassess pricing, participation, and ad spending amid rising compliance pressures.

Amazon’s quiet expansion of its low-cost apps, Haul and Bazaar, into 25 markets highlights a cautious strategy to counter Shein and Temu without diluting its core brand. Despite marking Haul’s first anniversary with an unannounced two-day sale on November 10–11—aligned with Veterans Day and Singles Day—the company offered little promotion, even as it ramped up marketing for Black Friday and Cyber Monday. The understated rollout suggests Amazon views Haul less as a major growth engine and more as a defensive play to retain budget-conscious shoppers amid cost-cutting and automation efforts.

Global scrutiny of Chinese-linked ecommerce platforms like Shein and Temu is intensifying as governments tighten oversight. France has threatened to suspend Shein’s marketplace over illegal listings, prompting investigations and a temporary sales halt, while Japan and the EU plan to scrap tax exemptions that have long benefited such importers. Similar moves in Brazil and South Africa highlight a growing global push to level the playing field for local retailers. Though consumers flock to Shein and Temu for low prices, regulators and competitors warn that the platforms’ dominance threatens fair competition and domestic industry resilience.