Insight Flash: Leverage CE data to understand how Temu growth could affect different brands and industries

“The Amazon killer.” “The challenger of dollar store dominance.” “The future of buying things.” Temu, the fast-growing Chinese e-commerce company that has dominated app charts since its U.S. launch in 2022, has been declared to be many things. Leveraging CE’s U.S. transaction data, we can examine shopper behavior to see which brands might be most impacted by Temu’s rise. These takeaways can help both public and private investors to uncover potential risks of Temu growth to brands across the retail landscape.

Cross-Shopping: Percentage of Selected Brands’ Shoppers Also Shopping at TEMU

Focusing on brands with the highest percentage of their shoppers making a purchase at Temu, CE data shows that Temu’s key competitors Aliexpress and Shein are at the top of the list, along with Tiktok’s recently launched TikTok shops, as more than 15% of their brand’s shoppers also made a purchase at Temu in the 91 days ended 9/24/23. The data also highlights the potential pressures faced by dollar stores (e.g. Five Below, 99 Cents Only) and discount retailers (e.g. Burlington, Ollie’s) as they compete with a player that is both undercutting prices and offering a gamified shopping experience.

While Temu growth threats to those types of companies have been broadly discussed, CE data reveals high customer overlap with other industries as well, including children’s apparel (e.g. The Children’s Place, Once Upon A Child), beauty products (e.g. Ipsy, Sally Beauty), and books (e.g. Thrift Books, Scholastic Book Club).

* Cross-shop calculated as the number of cross-shoppers at Temu divided by the total number of shoppers at the specified brand. Chart filtered to include only brands with over 10,000 total customers in CE panel during 91 day period ended 9/24/23. 

Cross-Shopping: Change in Percentage of Brands’ Customers Shopping at TEMU

Comparing cross-shop to previous periods, the data can uncover where customer overlap with Temu has increased, potentially indicating a rising threat. CE data shows that apparel and footwear companies such as The Children’s Place and Finish Line, home furnisher Bed Bath & Beyond, and online retailer are all near the top of the list with a >3% increase in their shoppers purchasing something at Temu in the 91 days ending 9/24/23 compared to 6/25/23. These shifts showcase just how far-reaching Temu’s disruption is, as the ubiquity of its offering impacts many different industries.

* Cross-shop calculated as the number of cross-shoppers at Temu divided by the total number of shoppers at the specified brand. Comparing the 91 day periods ending 9/24/23 versus 91 day period ending 6/25/23

Consumer Edge is the leading provider of alternative data for consumer spending behavior, and the only provider of global revenue signals. Our data offers insights into not only the tumultuous world of ecommerce but hundreds of industries, subindustries, tickers, and symbols. If you’d like to benefit from using Transact US or other products for industry data year-round to track trends and dynamics like these, reach out to

About the Authors

Michael Gunther is the VP Head of Insights for the CEIC. Explore more of his insights here and follow him on LinkedIn.

Harsh Masher is an Insights Analyst for the CEIC. Explore more insights here.