蘑菇AV

Chinese consumers kept a tight lid on spending in November: Retail sales fell short of expectations despite Singles Day promotions, pushing Beijing to promise stronger stimulus.

New rules could hold ecommerce marketplaces liable for the sale of prohibited or counterfeit items. Shein is also under investigation for its business practices, adding another layer of uncertainty.

In the EU, it faces similar de minimis issues, along with stricter customs enforcement to block counterfeit products, new rules making ecommerce marketplaces liable for the sale of such items, as well as an investigation of its business practices. Our take: Shein isn鈥檛 taking those challenges lightly.

The most popular channels for pet food-related information are traditional ecommerce platforms such as Tmall and JD.com (64.7%), short video ads (58.5%), and pet shop ads (41.9%). South Korea is increasingly falling in love with cats and dogs. For six years, South Korea has had the lowest fertility rate (the average number of children a woman has in her lifetime) in the world.

Go further: Read our Beauty Ecommerce 2025 report.

Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies鈥� top ad spenders.

Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.

A 10% tariff on Chinese goods has already taken effect and proposed 25% tariffs on Canadian and Mexican imports鈥攃urrently paused for 30 days鈥攚ould add an additional $3,342 to annual expenses for a family of four, according to an analysis by James Knightley, chief international economist at ING.

However, the Indian ecommerce market faces its own challenges: a large segment of the population struggles to afford even basic necessities, let alone discretionary purchases.

India will be a focus market for fashion brands in 2025: They鈥檙e counting on the country鈥檚 growing affluent population to offset weakness in China.

Go further: Check out our Beauty Ecommerce 2025 report. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends. To help you start 2025 off on the right foot, articles like this one鈥攄elivering the latest news and insights鈥攁re completely free through January 31, 2025.

Yes, but: Though Amazon may be winning the online price war against its domestic rivals, Chinese ecommerce platforms like Temu and Shein are proving harder to shake off鈥攅specially with Temu now offering incentives to Amazon merchants to sell their products for 15% less on its marketplace.

Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

Our take: To reverse the company鈥檚 slump, de La Faverie plans to accelerate product launches and sharpen its marketing strategies to reach shoppers more effectively. But the big question remains鈥攃an Est茅e Lauder move fast enough to stay ahead of shifting consumer tastes?

BYD, for example, delivered over 296,000 cars in January, with overseas sales hitting a record 66,336, despite rising trade tensions and tariffs on Chinese EVs from both the US and EU, per Bloomberg.

Worldwide sales of personal luxury goods will only grow by 3.2% in 2024 to reach $429.15 billion, weighed down by slower growth in the US and China, according to an August 2024 蘑菇AV forecast.

China manufacturing activity contracts ahead of Lunar New Year: While the blip may stem from holiday closures, it鈥檚 a worrying sign as the threat of tariffs looms large.

The popularity of livestreaming ecommerce is spreading to other parts of the world besides China. But not every market has embraced this new retail format to the same degree.

Given the challenges in China and elsewhere, the road to sustained growth in the global luxury market may still face speed bumps ahead. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.