Turbulence in trade relations is changing how China’s ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

Gen Z will be the fastest-growing group of digital buyers in 2025. In addition, they’re more willing than previous generations to switch brands. So, brands and retailers should focus on enticing them while also retaining existing customers.

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

Low-cost online marketplaces like Temu and Shein have surged in popularity across the US in recent years, and starting today, both retailers have enacted price hikes due to rising import costs As of January 2025, 44% of US adults have shopped on Temu, while 31% have purchased from Shein, according to data from Morning Consult. Competitive pricing is a key draw for consumers.

US ecommerce sales will be hit hard by tariffs: Many online platforms’ advantages could disappear as prices rise, inventory runs dry, and delivery times slow.

Tariffs drive ad pullbacks: Temu and Shein reduce US ad spending ahead of policy shift, signaling fallout across ecommerce and social platforms.

Consumer spending surged in March: But the rapid decline in consumer sentiment and likely surge in inflation is sure to slow that momentum in the coming months.

Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.

UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.

Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.

If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown

The end of de minimis is nigh: The rule that fueled the rise of Temu and Shein is set to end on May 2.

The United Arab Emirates (UAE) is a fast-growing and lucrative ecommerce market. To tap into growth in the country, retailers and brands need to understand what motivates consumers.

In this report, we explore the world’s top region for retail and ecommerce, Asia-Pacific. Read on for a closer look at the markets in China, India, the Philippines, and more.

Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?

Cross-border buyer numbers are rising in Europe as shoppers seek value and variety—but consumer expectations and regulatory changes could challenge future growth.

Forever 21’s long-shot plan to emerge from bankruptcy involves copying Shein: The fast-fashion retailer plans to adopt an ecommerce-only model if it fails to find a buyer to manage its stores.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.

Temu burst onto the US retail scene in September 2022, winning over shoppers with ultra-low prices and aggressive ad campaigns. But while its initial growth was fueled by new customers, its long-term success is now driven by repeat buyers.