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Amazon isn鈥檛 taking Temu鈥檚 attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.

China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.

Our take: Cheap delivery is one of the many ways Shein, Temu, AliExpress, and other Chinese ecommerce players are able to offer shoppers ultra-low prices. But the growing tide of lawsuits against these companies鈥� delivery providers could soon eliminate that advantage.

The considerable uncertainty surrounding Temu鈥檚 business model could be hurting its ability to attract shoppers: Weekly active customers fell 9% YoY for the week ended February 15, per Earnest Analytics. Our take: PDD is in a tough spot.

Nike is trying to reposition its direct-to-consumer (D2C) segment as a full-price business, starting with its ecommerce channels. Nike Digital went from having over 30 promotional days last January and February in North America to zero, Hill said. That helped boost full-price sales, but not enough: Nike Digital鈥檚 North America sales fell 12% YoY during the quarter.

South China Morning Post. Tech in Asia. YouGov. ZDNet.

Costco tries to shift tariff burden onto China suppliers: But that strategy comes with increasing risks as Beijing takes a more active role.

Zooming out: Consumers are validating marketers鈥� concerns as Canada, China, and the EU implement retaliatory tariffs. 91% of US shoppers are preparing to change their buying habits in response to the tariffs, with 41.4% planning on using sales or coupons, per Numerator, indicating that many might be hesitant to accept future price spikes.

China鈥檚 deflationary spiral is expected to continue this year: A sharper-than-expected drop in prices in February underscores Chinese consumers鈥� extreme reluctance to spend.

JD saw strong double-digit YoY growth in 鈥渕ost of our product categories as well as key metrics, such as our quarterly active users and shopping frequency,鈥� CEO Sandy Xu said in a statement. Behind the numbers: JD鈥檚 upbeat earnings mirror a similar report from Alibaba, which saw a sizable uptick in both new customers and orders in Q4 as shoppers appeared more eager to spend.

Beauty ecommerce is surging: While India has historically been a difficult market to break into given high levels of protectionism from its government, the rise of ecommerce has made it easier for companies to set up shop. Platforms like Nykaa and Blinkit offer the opportunity to get in front of avid beauty shoppers.

How will tariffs affect international ecommerce? Trump鈥檚 punishing tariffs on Chinese imports could significantly impact Chinese retailers like Temu and Shein, which rely on low-cost goods to compete in the US.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent 鈥淏ehind the Numbers鈥� podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump鈥檚 on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

With the majority of Foxconn鈥檚 manufacturing taking place in China, ongoing tariffs are squeezing the company while it鈥檚 already facing a 13% YoY drop in Q4 profits and net operating losses. Our take: Foxconn鈥檚 warning highlights a growing problem for Big Tech鈥攖ariffs are no longer just a supply chain issue; they鈥檙e a long-term strategic headache.

But even that has its limits: Walmart鈥檚 efforts to get its Chinese partners to eat the cost of tariffs have been met with uncharacteristic resistance, Bloomberg reported. Other companies, like Chipotle and Abercrombie & Fitch, have diversified supply chains that minimize their exposure to China, Mexico, and Canada.

The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners鈥擬exico, Canada, and China鈥攁ccording to the US Census Bureau.

Temu鈥檚 number of unique US visitors increased by nearly nine times between September and December 2022, according to Comscore Media Metrix Multi-Platform. That made Temu more visited than Chinese goods sellers Shein and Wish by the end of last year, before it rose to greater prominence with its Super Bowl ad campaign.

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.