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Amazon to launch budget marketplace to compete with Temu, Shein: The retailer is copying their playbook鈥攃omplete with cheap products and longer delivery times鈥攖o stay ahead in the ecommerce race.

Chinese consumer spending dipped below pre-pandemic levels during Golden Week holiday: While there were some positive signs鈥攊ncluding higher daily spending鈥攕entiment remains subdued, which could bode ill for Singles Day.

Go further: Read our Chinese Ecommerce in the US report.

The insight: Retailers are rethinking their supply chains in the wake of the US presidential election as they seek to avoid additional tariffs of 60% to 100% on imports from China and 10% to 20% on all other imports. Short-term solutions: In the near term, companies are hoping to minimize their exposure to potential tariffs by pulling forward as many shipments as they can.

PDD misses expectations as competitive pressures erode price advantage: The ecommerce company expects challenges to continue in the short-term as domestic and international rivals gain an edge.

Target鈥攁nd nearly every retailer鈥攚ill face stiff headwinds if the incoming Trump administration imposes 10% to 20% tariffs across the board and additional levies as high as 60% to 100% for goods from China. What鈥檚 next? The retailer now expects full-year adjusted earnings per share to range between $8.30 to $8.90.

The fintech鈥檚 push is part of a larger trend of US payment firms looking to capitalize on the massive growth opportunity in China

More brands are now testing TikTok鈥檚 Shop feature in the US. Momentum builds in Congress to crack down on TikTok. Instagram offers another sign that livestream shopping isn鈥檛 ready for primetime in the US. 5 things to know about the buzzy Chinese shopping app Temu. Yesterday鈥檚 Chart of the Day: Life of the third party.

The UK is still playing catch-up with China and the US on social shopping. Meta has been slow to introduce commerce functionality on its platforms in the UK; brands are cautious about investing in social; and consumers are turned off by fears of fraud. But the channel is gaining momentum fast:. Major brands are now selling on TikTok Shop.

TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

China鈥檚 retail sales ticked up in October: But mixed results from JD.com and Alibaba show that retailers still face significant headwinds.

In one swoop, it connects Visa Direct to more than 1 billion users in China within a hard-to-penetrate market. Networks will innovate to monetize data. Mastercard, for example, partners with Citi to provide cardholders with detailed purchase information directly to their bank app and participates in open banking ecommerce payments in Europe.

Mytheresa expands China presence in long-term bet on luxury growth: While the retailer is bullish on its ability to woo big spenders, the country鈥檚 economic crisis and booming daigou industry could weigh on its near-term prospects.

The other option is to rely more heavily on air freight鈥攁n increasingly expensive proposition given that Chinese ecommerce companies like Shein, Temu, and AliExpress are gobbling up the majority of capacity.

The trend: Several ecommerce and logistics companies with ties to China are snapping up warehouse space across the US, per The Wall Street Journal. Companies signing new leases include third-party logistics firms Western Post, Lecangs, and Elogistek, and ecommerce businesses such as Alibaba Group and JD.com.