蘑菇AV

Amid escalating geopolitical tensions and regulatory scrutiny in the US and Western Europe, Chinese ecommerce giants are increasingly turning their focus to Asia-Pacific.

EU considers new measures to curb Chinese ecommerce influence: Officials are trying to stem the tide of unsafe products and protect local retailers.

Lululemon bucks China slowdown as international business gains momentum: The brand鈥檚 premium sportswear is resonating with Chinese shoppers鈥攂ut product challenges keep US consumers on the fence.

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.

Walmart looks to accelerate its ecommerce business in China: Working with Chinese delivery app Meituan should boost the retailer鈥檚 visibility and sales.

US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That鈥檚 good news for e.l.f. Beauty but an added struggle for Coty and Est茅e Lauder, for which China remains a hurdle.

No other market in the world comes close to China when it comes to ecommerce. Its highly competitive digital market has spurred retail innovations that are making their way around the world.

Asia-Pacific鈥檚 many holiday and seasonal shopping events are hugely popular for finding deals. Traditionally Western and China-originated events are also gaining ground in the region as the consumption culture expands.

Douyin investments are helping P&G shore up China sales: It鈥檚 taking advantage of the platform鈥檚 popularity among deal-seeking shoppers to boost its brands鈥� profiles.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.

The Asia-Pacific retail ecommerce sector is both dynamic and volatile. While China and Japan are slowing, South Korea is growing rapidly, and emerging markets like Southeast Asia and India are showing robust growth and untapped potential.

ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

Marketplaces will continue to expand their share of US retail ecommerce as new players with roots in China vie for prominence.

LVMH fell short in Q3 as Chinese consumers鈥� pessimism hurt sales: The luxury conglomerate missed revenue expectations as economic uncertainty caused shoppers to pull back.

Retailers with roots in China are still gaining share of ecommerce in Western Europe, despite concerns over their sustainability credentials.

Retailers adjust China strategies to coax cost-conscious shoppers to open their wallets: Ikea and Pizza Hut will open more small-format stores to reach new customers, while H&M set up shop on Pinduoduo and Douyin.

Luxury brands are grappling with downturns in the US and China, the largest markets for personal luxury goods, and will have to seize opportunities for growth from new markets and product innovation.

Stricter oversight in the EU could also weigh heavily on Chinese ecommerce platforms鈥� bottom lines by forcing them to spend more on compliance or risk heavy fines.

Temu, Shein, and TikTok Shop are winning this holiday season: Sales growth for all three outpaced larger players like Amazon and Target in November.

Gen Z shoppers embrace Temu, Shein, and TikTok Shop: 1 in 4 makes a purchase at a Chinese online marketplace at least once a week, as their array of cheap, trendy goods proves impossible for the price-sensitive cohort to resist.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.