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In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

But the ecommerce platform has also been dealing with mounting consumer complaints over a range of product issues. Alibaba said that it will collaborate with authorities and vowed to tighten supervision of its supply chain. Predictions. Chinese ecommerce platforms will make major concessions to regulators to continue operating in other countries in the region.

The US-China trade war drives Shein to diversify its sourcing: Shein and Reliance Retail plan to start international sales of India-made Shein-branded clothes within six to 12 months.

The news: China鈥檚 coffee giants are making their way to the US in the hopes of unlocking a lucrative market to offset pressures back home. Our take: Luckin鈥檚 and Cotti鈥檚 US launches are a problem for Starbucks, which is already struggling to compete with the companies in China and having a hard time winning over customers at home. Unfortunately for Starbucks, many of the moves it鈥檚 making鈥攕treamlining its menu, enhancing the in-store experience, leaning into premiumization鈥攔un counter to consumers鈥� current desire for variety, convenience, and value. That has created an opening for chains like Dutch Bros (and now Luckin and Cotti), which are better positioned to capitalize on emerging trends in the coffee space and can undercut Starbucks on price.

The news: Amazon is testing humanoid delivery robots, per The Information, which could work in tandem with human drivers or as part of an autonomous fleet of delivery vehicles. The humanoid robotics team is working on incorporating large language models (LLMs) from Chinese companies DeepSeek and Alibaba so the bots can contextualize real-world surroundings. Our take: Delivery bots could help with heavy loads and ease the burden on human drivers, but Amazon might be better served with a less human form factor, such as a platform with walking legs to carry packages. The focus on humanoids could limit functionality, and bringing the uncanny valley to consumers鈥� front door could be off-putting.

Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US鈥慍hina trade war is likely to curb spending in the months ahead.

The growing trade war could dim America鈥檚 birthday and beyond: With flags and fireworks largely produced in China, July Fourth may be quieter鈥攁nd holiday gifts scarcer.

Hugo Boss is adjusting to the macro landscape on the fly: The German fashion house is rerouting China-made goods to other markets and stockpiling in the US to blunt the impact of tariffs.

President Donald Trump鈥檚 shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.

The up-and-coming shopping app Temu made waves with its Super Bowl ad debut this year, airing its 30-second spot with a cheery 鈥沦丑辞辫 Like a Billionaire鈥� tagline several times on Fox during and after the broadcast of the big game. Here鈥檚 what you need to know.

UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China鈥檚 good graces and protect it from the worst of the trade war.

Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.

Apparel brands and manufacturers fear hit from Trump tariffs: The duties will disproportionately affect the industry, as 97% of the apparel and shoes sold in the US is imported from countries like China and Vietnam.

鈥沦丑辞辫ping apps and marketplaces that specialize in ultralow-cost goods from China are gaining a foothold among US consumers鈥攚ith broader implications for the future of 别肠辞尘尘别谤肠别,鈥� our analyst Sky Canaves wrote in our Chinese Ecommerce in the US report. Canaves expanded on what鈥檚 driving this retail opportunity for companies like Shein, Temu, and TikTok in the US and how it will impact the US market on a recent 鈥淩eimagining Retail鈥� podcast episode.

With the ascent of Chinese ecommerce disruptors and the ongoing rivalry between Amazon and Walmart, the upcoming holiday season is expected to bring some big shifts. Some of those shifts include the lessening of Cyber Five鈥檚 importance and retailers losing focus on profitability, said our analysts Jeremy Goldman and Zak Stambor on a recent episode of the 鈥淏ehind the Numbers鈥� podcast.