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Retailers with ties to China, like Temu and TikTok Shop, have gained popularity in the US. Now, a wave of Japanese-based retailers and retail concepts has come to the US, signaling a potential shift for the retail landscape.

US consumers shop frequently with Temu and Shein, despite trust issues: Both Chinese retailers are winning more repeat customers than established players like eBay and Etsy.

On today鈥檚 podcast episode, host Bill Fisher is joined by our researcher Man-Chung Cheung and analyst Carina Perkins to examine TikTok鈥檚 ecommerce plans around the world, looking at what鈥檚 driven success in some markets and held it back in others.

Retail ecommerce sales in the US won鈥檛 cross the 20% mark until 2027. Analyst insight: 鈥淚 think the appeal of the US market and the fact that ecommerce is continuing to grow here is really the big opportunity [for these companies with ties to China],鈥� Canaves said. 鈥淐hina鈥檚 a much more highly competitive market for retail, and there鈥檚 also that slowdown in the consumer economy there.

Alibaba and JD.com, China鈥檚 other ecommerce giants, never gained substantial traction in the US, partly due to their lack of spending to acquire customers. US-based Wish spent heavily on digital ads and rode the pandemic-driven ecommerce boom to an IPO鈥攂ut has since lost its way.

Product safety issues could derail Chinese ecommerce platforms鈥� growth ambitions: Shein and Temu are struggling to keep products with high levels of toxic substances鈥攁s well as those hazardous to babies and children鈥攐ff their marketplaces.

After nearly three years of pandemic-driven lockdowns and border closures, China is finally fully open for business and operating normally. Beijing鈥檚 multiyear crackdown on the country鈥檚 biggest consumer-facing internet companies has also largely receded.

Jasmine, how significant is this 400-million user milestone the company is approaching, will likely cross next quarter. Jasmine Enberg:. It's significant.

In addition to Egypt, the Nile runs through or along the border of 10 other African countries. So that's where you can find it. But by some measurements, the Amazon is the longest river in the world. Which is longer is more a matter of definition than measurements. The Amazon runs from the bottom of Peru to the top and then heads east to the top of Brazil.

Like its peers south of the US border, India is expected to maintain its digital ad spending growth momentum for several more years. In 2023, India will become the 10th-largest total ad market in the world, entering that elite echelon for the first time.

How do things look over the border? You're a close neighbor. Is generative AI playing out in a similar fashion there? Paul Briggs:. Yeah, the Chat Gpt moment that's happening around the world is certainly happening in Canada as well, and several brands have dipped their toes in the water to try to execute campaigns using Chat Gpt to generate interest from some of their consumers.