Despite a slow start, foreign sanctions, and tight digital regulations, generative AI is emerging as a significant force in China.
Report
| Jul 22, 2024
Gen Z shoppers embrace Temu, Shein, and TikTok Shop: 1 in 4 makes a purchase at a Chinese online marketplace at least once a week, as their array of cheap, trendy goods proves impossible for the price-sensitive cohort to resist.
Article
| Aug 30, 2024
Chart
| Oct 23, 2024
Source: ĢAV; Alibaba; TikTok; Shein; Temu
Douyin, TikTok's Chinese sibling, is about to become China’s largest social platform. It's also crashing the country’s ecommerce party. Already the fourth largest online shopping platform by sales, its market share is rapidly approaching JD.com's.
Report
| Sep 14, 2023
On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.
Audio
| Jan 24, 2025
Retailers adjust China strategies to coax cost-conscious shoppers to open their wallets: Ikea and Pizza Hut will open more small-format stores to reach new customers, while H&M set up shop on Pinduoduo and Douyin.
Article
| Sep 26, 2024
On May 12, the Trump administration reduced the tariffs on Chinese goods from 145% to 30% for 90 days, providing temporary relief for some retailers and brands. But the removal of the “de minimis” tax exemption is still in effect, putting pressure on China-based ecommerce sellers and other companies that ship from China.
Report
| May 21, 2025
Why it matters: Several brands have bet on India as the next major fashion destination, driven by its growing affluent population and a strategy to reduce reliance on China. One in 5 fashion executives called India a focus market for 2025, per a survey by BoF and McKinsey.
Article
| Jan 21, 2025
Additional tariffs on China imports—along with goods from the remaining BRICS nations and the European Union—are also still on the table. Trump told reporters late on Tuesday that he is considering a 10% tariff on Chinese goods. The big picture: The delay in rolling out a comprehensive tariff policy is creating massive headaches for retailers, setting the stage for a tumultuous period.
Article
| Jan 21, 2025
Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.
Report
| Feb 27, 2024
Thailand finds itself in the luxury spotlight as China’s luster fades: The country’s booming luxury travel market and growing number of ultra-wealthy shoppers is heightening the appeal.
Article
| Jan 17, 2025
Chart
| Feb 21, 2025
Source: Vonage
Oracle surged 6% amid AI collaboration news. Apple, SpaceX, and Microsoft align with government priorities, leveraging investments for strategic gains.
Article
| Jan 21, 2025
His shift mirrors broader changes in his approach to Chinese business relations and social media regulation. The incoming president will have multiple tools at his disposal to prevent a TikTok shutdown.
Article
| Jan 16, 2025
US consumers shop frequently with Temu and Shein, despite trust issues: Both Chinese retailers are winning more repeat customers than established players like eBay and Etsy.
Article
| Jun 12, 2024
Our take: Temu’s moves to establish a comprehensive seller ecosystem, complete with ads and the ability to plug third-party ecommerce tools into its platform, illustrate the marketplace’s evolution from a bare-bones, ultra-cheap marketplace to a global juggernaut capable of challenging Amazon in its largest market.
Article
| Jan 14, 2025
The divide between top-tier brands and the rest of the luxury industry is widening: Companies like Brunello Cucinelli are outpacing the market as wealthy shoppers spend freely.
Article
| Jan 14, 2025
China’s example would suggest that retail media has enormous headroom for growth in the US. Companies like Amazon have been growing their ad revenues by leaps and bounds, and yet ecommerce channel ad spending will still only represent 14.6% of the US digital ad market this year. In China, the share will be 38.1%.
Article
| Jun 1, 2023
India’s government considers new subsidies, reduced tariffs to boost local production: The measures will make the country more attractive to manufacturers looking for China alternatives.
Article
| Jan 6, 2025
Staying ahead of the competition: While Amazon is by far the dominant US ecommerce player, accounting for 40.9% of online sales, it is acutely conscious of the threat posed by Temu and other Chinese ecommerce platforms, which are making inroads not only with consumers but also with the marketplace’s large—and highly lucrative—seller base.
Article
| Oct 31, 2024
Over the longer term, merchants like grill-maker Traeger, fashion brand Steve Madden, and Academy Sports and Outdoors are shifting sourcing away from China. Consumers are also pulling spending forward. Fears that steep tariffs will drive up big-ticket item prices spurred an auto sales spike in Q4.
Article
| Jan 9, 2025
Over the longer term, merchants like grill maker Traeger, fashion brand Steve Madden, and Academy Sports and Outdoors are shifting sourcing away from China. Geopolitical tensions: Even though Houthi attacks in the Red Sea no longer attract headlines, tensions haven’t dissipated and risk remains.
Article
| Jan 9, 2025
Article
| Dec 30, 2024
Article
| Nov 12, 2024
Chart
| Dec 12, 2024
Source: ĢAV; ESW