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Our take: Cheap delivery is one of the many ways Shein, Temu, AliExpress, and other Chinese ecommerce players are able to offer shoppers ultra-low prices. But the growing tide of lawsuits against these companies鈥� delivery providers could soon eliminate that advantage.

The rise of shopping apps selling ultralow-cost goods from China is drawing more value-driven US consumers. But are their strategies sustainable over the long term?

Yes, but: Though Amazon may be winning the online price war against its domestic rivals, Chinese ecommerce platforms like Temu and Shein are proving harder to shake off鈥攅specially with Temu now offering incentives to Amazon merchants to sell their products for 15% less on its marketplace.

In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

But the ecommerce platform has also been dealing with mounting consumer complaints over a range of product issues. Alibaba said that it will collaborate with authorities and vowed to tighten supervision of its supply chain. Predictions. Chinese ecommerce platforms will make major concessions to regulators to continue operating in other countries in the region.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

As China鈥檚 retail media advertising market begins to mature, off-site channels鈥攊ncluding WeChat and Douyin, TikTok's sister app in China鈥攚ill increasingly drive growth.

It's the ecommerce giant鈥檚 first credit card but likely not the last as it competes with Amazon and other ecommerce sites

Staying ahead of the competition: While Amazon is by far the dominant US ecommerce player, accounting for 40.9% of online sales, it is acutely conscious of the threat posed by Temu and other Chinese ecommerce platforms, which are making inroads not only with consumers but also with the marketplace鈥檚 large鈥攁nd highly lucrative鈥攕eller base.

Go further: Check out our Asia-Pacific Ecommerce Forecast 2024 report and 4 Charts on Indonesia鈥檚 Ecommerce Battleground.

India will be a focus market for fashion brands in 2025: They鈥檙e counting on the country鈥檚 growing affluent population to offset weakness in China.

Chinese ecommerce players Temu and Shein disrupted the digital advertising market in 2023 as they competed to attract online shoppers by bidding up keywords鈥攑articularly in apparel and accessories and home goods. But Temu has also been on a global tear, expanding to nearly 80 countries since early 2023. It has diversified ad spending accordingly to acquire customers in new markets.

China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.

Amazon isn鈥檛 taking Temu鈥檚 attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.

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.

Chinese consumers kept a tight lid on spending in November: Retail sales fell short of expectations despite Singles Day promotions, pushing Beijing to promise stronger stimulus.