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In January, Shein relaunched in India as 鈥淪hein India Fast 贵补蝉丑颈辞苍鈥� under a production and sourcing licensing partnership with India-based Reliance Retail. And Chinese apps like Xender, TanTan, Alibaba鈥檚 Taobao, and Youku are once again allowed in India鈥檚 app stores.

Much of this ad spend comes from Chinese ecommerce brands marketing directly to US consumers, especially in categories like apparel, home goods, and electronics. Higher import costs may reduce these brands' US ambitions鈥攁nd their reliance on Meta鈥檚 performance-driven ad tools. Our take: Legal risks and shifting economics could weaken Meta鈥檚 influence.

57% of US adults have used eBay to purchase secondhand luxury fashion and accessories online in the past year, according to March 2024 data from CivicScience.

That strategy worked well for fellow D2C startup Rothy鈥檚: The sustainable shoe brand had its best year on record in 2024 after it began testing wholesale relationships with Amazon, Nordstrom, Bloomingdales, and Anthropologie and expanded its brick-and-mortar footprint. Sales rose 17% YoY to $211 million, considerably outpacing the broader footwear market, which was flat in 2024.

38.5% of US clothing buyers say they discover brands and products by browsing in-store, according to our November 2023 Consumer Path to Purchase survey.

It鈥檚 easier than ever to find fashion resale online: The latest example of that is Rent the Runway鈥檚 new storefront on Amazon Fashion.

While retail as a whole is looking for ways to deploy generative AI to support operations and enhance customer experience, fashion ecommerce is likely to see some of the biggest impacts.

As apparel retailers grapple with consumers鈥� pullback in discretionary spending, a few common themes are emerging. Some are refocusing on core consumers while others are experimenting with cutting-edge technologies.

It鈥檚 hard to deny social media鈥檚 influence on how consumers discover and even sometimes purchase products. But there are other platforms out there besides Instagram and TikTok that can help brands engage with consumers, especially when it comes to fashion.

Clothing is the top category across age and gender. According to the December 2023 Insider Intelligence Ecommerce Survey (conducted by Bizrate Insights), more than half of respondents in each group reported buying clothing online at least once in the past month

2022 ended with nearly 3.5 times more brands operating resale programs than in 2021, per an analysis by thredUP. And 2023 continues to bring new resale initiatives from major names in fashion, such as H&M, J.Crew, and Kate Spade.

US fashion online resale platform sales will increase 15.8% this year, totaling $14.14 billion, according to our forecast. Sales will continue to grow by double-digit rates through 2026, when they will reach $23.92 billion.

Apparel and consumer electronics could get a boost from the back-to-school and holiday seasons. But home improvement may have a ways to go before the category rebounds.

71% of US adults prefer to take their time while shopping online for clothes and shoes, according to November 2023 Kearney data.

Though apparel and accessories is the third fastest-growing product category we measure鈥攇rowing 3.9% to reach $616.37 billion in US sales this year鈥攔etailers need to find creative ways to court consumers as they remain price-sensitive.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the opportunity for China-based companies like Shein, Temu, and TikTok in the US, and how they can compete with Amazon. Then for "Red-Hot Retail," our analysts give us some spicy predictions about how fashion retail will change in the US as a direct result of Chinese manufacturers. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and researcher and Asia-Pacific lead Man-Chung Cheung.

On today's episode, we discuss whether it's too early to talk about Gen Alpha, delivering things without the box, what's happening on TikTok Live, fast fashion looking to repairs, what websites will look like in the future, the most popular theme parks in the world, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, analyst Blake Droesch, and forecasting director Oscar Orozco.

President Trump鈥檚 10% tariffs on Chinese imports will drive up prices of a wide array of goods鈥攊ncluding toys, apparel, and consumer electronics鈥攖hat will cost the typical US household an extra $172, per The Tax Foundation estimates.

According to ecommerce software vendor SmartScout, 930 products across categories like clothing, jewelry, and electronics on Amazon have seen price increases since April 9, with an average jump of 29%, per CNBC. Roughly a quarter of those price hikes were tied to sellers based in China, including major brands like Anker, which has raised prices on about one-fifth of its US products.

These brands, spanning various verticals such as beauty, household, pets, and accessories, have seen success with paid social advertising on platforms like Meta, TikTok, Snap, and Pinterest. The company鈥檚 ecommerce gains during the 2024 holiday season shows the effectiveness of its AI-driven ad platform in sectors beyond gaming, including fintech and retail.