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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.

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.

Temu鈥檚 number of unique US visitors increased by nearly nine times between September and December 2022, according to Comscore Media Metrix Multi-Platform. That made Temu more visited than Chinese goods sellers Shein and Wish by the end of last year, before it rose to greater prominence with its Super Bowl ad campaign.

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.

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.

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

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.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

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.

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.

Social commerce is gaining momentum in the UK鈥攚ith sales set to double by 2028鈥攁s major brands join TikTok and as more people shop on social platforms.

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.

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.

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.

While charging infrastructure struggles to keep pace with vehicle sales, retailers can differentiate by offering premium charging destinations with amenities, shopping experiences, and targeted advertising opportunities while drivers wait for their cars to charge. As cars evolve into mobile devices, advertisers gain new territory.

Fewer US consumers shopped on Black Friday this year, despite record spending, per PYMNTS鈥攊ndicating higher spending per shopper. Big-ticket spending also saw an uptick, likely fueled by some shoppers splurging ahead of potential tariffs. Commercial banking shifts ahead: Corporations in the US and abroad are trying to plan around the uncertainty.

Our take: While Gucci鈥檚 reinvention is underway, it鈥檚 unfolding in a climate where even luxury鈥檚 most reliable shoppers are starting to pull back. That puts both Gucci and Kering in a tight spot, with little margin for error.