蘑菇AV

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform鈥檚 underperformance last year.

However, both ecommerce retailers saw only slight increases in daily active users, with Shein鈥檚 UK daily active users growing 5% MoM and Temu鈥檚 growing 10%. While the increase in ad spend was heavily concentrated on the UK and France, the platforms also boosted spend in Germany, Spain, and Italy.

It also stocked up on inventory early, allowing it to sidestep鈥攆or now鈥攁dditional tariffs of 145% on China imports (which account for 10% of its sourcing) as well as 10% duties on imports from Vietnam, Cambodia, and the Philippines. But, given that the latter three countries account for 70% of production, Tapestry could be vulnerable to reciprocal tariffs.

While China has agreed to start US trade talks, it hasn鈥檛 softened its rhetoric, warning the White House not to use the discussions as 鈥渁 smoke screen to continue coercion and extortion.鈥�.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

Temu, Shein, and TikTok Shop are winning this holiday season: Sales growth for all three outpaced larger players like Amazon and Target in November.

While Skechers declined to say how much it relies on hubs like China and Vietnam for manufacturing, the company did note that it depends on the former for products like children鈥檚 shoes that are cost-prohibitive to produce elsewhere.

China鈥檚 latest ecommerce behemoth is a digital advertising heavyweight. PDD owns the worldwide phenomenon Temu, but Temu鈥檚 ad revenues account for only a small portion of PDD鈥檚 total. Most of the parent company鈥檚 $30.10 billion derives from inside China.

The road ahead will hinge on pricing power, supply chain agility, and the company鈥檚 ability to keep shoppers engaged as household budgets tighten.

What鈥檚 stopping the deal: The deal has been complicated by Trump鈥檚 heavy tariffs on China. ByteDance stated China wouldn鈥檛 approve a sale until further trade negotiations, and US administration officials said a deal is unlikely to proceed before hostilities with Beijing are resolved.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.

Etsy鈥檚 window of opportunity: Unlike most of its ecommerce peers, Etsy is considerably less exposed to products from China, protecting it from the worst of the current tariffs. 蘑菇AV half of Etsy鈥檚 GMS comes from domestic sellers catering to US buyers, helping to shield it from tariff-related pricing pressures.

Fewer, smaller discounts could make Prime Day less enticing to shoppers鈥攐pening the door to competitors like Walmart that are able to offer better value.

If the new EU tariffs are enacted鈥攐r if steeper duties return following the expiration of 90-day pauses on so-called reciprocal tariffs and the harshest levies on Chinese imports鈥攖hat number is likely to drop even further. Go further: Read our FAQ on the US-EU Trade War.

They also predate the full escalation of the US鈥�China trade war, which now includes a 145% tariff on most Chinese imports. Warning signs: Q1 may prove to be a high-water mark as several early indicators point to growing strain across the economy:. Labor market softening: Job openings fell to 7.2 million in March, well below expectations and down 11.9% YoY.

Our take: While shoppers expect tariffs to raise prices, how brands communicate those increases matters. Transparency is generally the best policy, though it can be hard to maintain amid considerable uncertainty.

ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

Nico Le Bourgeois, head of US Shop operations, will now report to Mu Qing, a former ecommerce vice president at Douyin who now oversees TikTok鈥檚 global ecommerce business. He previously reported directly to Bob Kang, ByteDance鈥檚 ecommerce head. How we got here: There are a few potential reasons for the layering. ByteDance is unhappy with TikTok Shop鈥檚 US performance.