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FAQ: How the US-China Trade War Is Affecting TikTok Shop, Temu, and Shein (蘑菇AV subscription required).

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.

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.

Alibaba鈥檚 domestic ecommerce growth signals promise for China鈥檚 retail landscape: However, price-conscious consumers and a trade war could derail recovery.

The loss of the de minimis loophole will push Shein鈥檚 already razor-thin profits to the breaking point, despite the marketplace鈥檚 attempts to minimize the impact by investing in local warehouses and fulfillment networks and incentivizing suppliers to shift production outside of China.

TikTok鈥檚 return to US app stores drove a 91% decline in downloads for RedNote, the rival Chinese social app that became the most downloaded free app on US app stores last month. RedNote is struggling to retain users despite maintaining a 25% higher daily active user count than before TikTok鈥檚 removal.

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.

The news: Taiwanese PC-maker Acer, which manufactures PCs in China, will raise US laptop prices by 10%, reflecting the Trump administration鈥檚 new 10% tariff on Chinese imports. Acer CEO Jason Chen confirmed that the price hike will be applied across Acer鈥檚 lineup of computers, tablets, and servers, potentially adding anywhere between $20 and $380 per device in the coming weeks.

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.

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.

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.