On today’s podcast episode, host Bill Fisher is joined by our researcher Man-Chung Cheung and analyst Carina Perkins to examine TikTok’s ecommerce plans around the world, looking at what’s driven success in some markets and held it back in others.
Audio
| Sep 25, 2023
Retail ecommerce sales in the US won’t cross the 20% mark until 2027. Analyst insight: “I 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],” Canaves said. “China’s a much more highly competitive market for retail, and there’s also that slowdown in the consumer economy there.
Article
| Aug 10, 2023
Alibaba and JD.com, China’s 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—but has since lost its way.
Article
| May 24, 2023
Temu’s international expansion hits regulatory roadblocks: Governments around the world are scrutinizing its business practices and taking measures to protect local retailers.
Article
| Oct 11, 2024
Chart
| Dec 12, 2024
Source: ESW
Product safety issues could derail Chinese ecommerce platforms’ growth ambitions: Shein and Temu are struggling to keep products with high levels of toxic substances—as well as those hazardous to babies and children—off their marketplaces.
Article
| Aug 16, 2024
Amazon, Temu, and other marketplaces sold toys that failed EU safety standards, investigation finds: That could open the retailers up to stricter regulatory oversight.
Article
| Oct 18, 2024
Chart
| Dec 12, 2024
Source: ESW
Chart
| Dec 12, 2024
Source: ESW
Chart
| Apr 1, 2023
Source: Comscore Inc.
Chart
| Feb 20, 2024
Source: Toluna; ĢAV; Toluna Start
Chart
| Jun 18, 2024
Source: Euromonitor
Chart
| May 1, 2024
Source: Statistics Korea (KOSTAT)
After nearly three years of pandemic-driven lockdowns and border closures, China is finally fully open for business and operating normally. Beijing’s multiyear crackdown on the country’s biggest consumer-facing internet companies has also largely receded.
Report
| Jul 14, 2023
Jasmine, how significant is this 400-million user milestone the company is approaching, will likely cross next quarter. Jasmine Enberg:. It's significant.
Audio
| Aug 8, 2023
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.
Audio
| Apr 19, 2023
Chart
| Jan 31, 2024
Source: Analysys International
Chart
| May 31, 2023
Source: Adyen; Opinium Research LLP
Chart
| Mar 30, 2023
Source: FedEx; Cross-Border Commerce Europe; Checkout.com; Payoneer
Chart
| May 8, 2023
Source: Ministry of Science and ICT (MSIT) - South Korea; National Information Society Agency (NIA)
Chart
| Mar 30, 2023
Source: FedEx; Cross-Border Commerce Europe; Checkout.com; Payoneer