蘑菇AV

South China Morning Post. Tech in Asia. YouGov. ZDNet.

Oracle surged 6% amid AI collaboration news. Apple, SpaceX, and Microsoft align with government priorities, leveraging investments for strategic gains.

Temu and Shein鈥檚 strategy: The two Chinese retailers are fiercely competing while also trying to drive a lucrative holiday shopping season ahead of political changes that could significantly alter their US businesses. The incoming Trump administration has proposed increasing tariffs on Chinese imports by 10%.

The most popular channels for pet food-related information are traditional ecommerce platforms such as Tmall and JD.com (64.7%), short video ads (58.5%), and pet shop ads (41.9%). South Korea is increasingly falling in love with cats and dogs. For six years, South Korea has had the lowest fertility rate (the average number of children a woman has in her lifetime) in the world.

Chinese regulators also haven鈥檛 okayed the filing yet, although sources told Reuters that their approval would likely follow the FCA鈥檚 decision. How we got here: Shein鈥檚 labor practices have been under scrutiny for some time. The company has come under fire for overworking and underpaying workers in its factories, and internal investigations have uncovered instances of child labor in its supply chain.

The trend: Several ecommerce and logistics companies with ties to China are snapping up warehouse space across the US, per The Wall Street Journal. Companies signing new leases include third-party logistics firms Western Post, Lecangs, and Elogistek, and ecommerce businesses such as Alibaba Group and JD.com.

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.

China鈥檚 retail sales ticked up in October: But mixed results from JD.com and Alibaba show that retailers still face significant headwinds.

The insight: Retailers are rethinking their supply chains in the wake of the US presidential election as they seek to avoid additional tariffs of 60% to 100% on imports from China and 10% to 20% on all other imports. Short-term solutions: In the near term, companies are hoping to minimize their exposure to potential tariffs by pulling forward as many shipments as they can.

PDD misses expectations as competitive pressures erode price advantage: The ecommerce company expects challenges to continue in the short-term as domestic and international rivals gain an edge.

Target鈥攁nd nearly every retailer鈥攚ill face stiff headwinds if the incoming Trump administration imposes 10% to 20% tariffs across the board and additional levies as high as 60% to 100% for goods from China. What鈥檚 next? The retailer now expects full-year adjusted earnings per share to range between $8.30 to $8.90.

Despite a slow start, foreign sanctions, and tight digital regulations, generative AI is emerging as a significant force in China.

As Chinese ecommerce players make further inroads in Latin America, local companies are finding new ways to innovate and keep pace with consumers鈥� fast-evolving shopping habits. Several have already done so, but others will need to keep up. Mercado Libre launched its 鈥淐lips鈥� functionality this past summer to compete directly with TikTok鈥檚 ecommerce ambitions in Latin America.

The news: Kering and Zegna Group fell victim to luxury鈥檚 spending slump in the previous quarter, as sluggish demand from aspirational shoppers and Chinese consumers caused sales to fall. Kering鈥檚 Q3 revenues fell 16% year over year (YoY) to 鈧�3.79 billion ($4.1 billion); analysts had expected an 11% YoY decline, per Reuters.

Trump said he will impose a 10% or 20% tariff on all imports across the board, along with an additional tariff of between 60% and 100% for products imported from China. And this week he said that he would set tariffs between 25% and 100% on goods imported from Mexico鈥攖he US鈥� largest trading partner鈥攊f it didn鈥檛 close the border.

Shoppers are less willing to wait when everyday goods are locked up. For example, 53% of shoppers will wait for assistance if bath and body products are locked up and 56% will wait for makeup and cosmetics, compared with 74% for consumer electronics. Our take: Retailers鈥� efforts to rein in retail theft may have an outsize effect on their short- and long-term business.

Zara bets on live shopping following China success: The fast-fashion retailer is expanding its live commerce capabilities to the US, UK, and Europe.