Tag: Temu
Jun 5, 2026 | 5 minutes read | Insight Flash
Who stands to gain from a Shein and Temu levy?
UK retailers are pushing the government to act on a customs loophole that has handed Chinese fast-fashion giants a structural cost advantage. Consume...
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Mar 10, 2026 | 5 minutes read | Insight Flash
UK Discount Retail Checkup: B&M vs. Home Bargains as Poundland Retreats
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Dec 17, 2025 | 5 minutes read | News
All That Cheap Chinese Stuff Is Now Europe’s Problem
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Oct 28, 2025 | 5 minutes read | Insight Flash
The £135 Question: How Closing the UK's Import Loophole Could Impact Temu, Shein, and UK Retailers
The UK Treasury is expected to close a tax loophole that allows overseas retailers to send small packages worth less than £135 to the UK without bei...
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Oct 6, 2025 | 5 minutes read | News
SHEIN and Temu Look to Europe for Growth After End of De Minimis Exemption in U.S., Raising Concerns Among EU Policymakers
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Sep 2, 2025 | 5 minutes read | News
Trump ends tariff loophole for low-cost shipments
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Aug 29, 2025 | 5 minutes read | News
No De Minimis Jolt Yet on Footwear, But Shein and Temu Could See Profound ImpactsPassing Grades for Back-to-school Shopping
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Jul 2, 2025 | 5 minutes read | Insight Flash
Shein's Shine Matures, Temu’s Troubles Persist
With trade tensions still front and center ahead of the July 9th tariff deadline, market observers are keen to see how Temu and Shein are faring afte...
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Jun 27, 2025 | 5 minutes read | Insight Flash
Popping Off: Pop Mart’s Labubu charts meteoric growth in the U.S. and U.K.
Following its well-publicized ascent in China and the broader APAC region, POP MART’s popular collectible has turned its large-eyed gaze Westward. ...
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May 29, 2025 | 5 minutes read | News
Temu and Shein surge across Europe as U.S. growth slows amid tariff pressure
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May 28, 2025 | 5 minutes read | Insight Flash
Haute Pursuit: Temu and Shein Turn to Europe to Accelerate Growth
While growth rates for Temu and Shein have deteriorated in the US market in recent weeks, trends have improved in Europe as both companies focus on e...
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May 27, 2025 | 5 minutes read | Insight Flash
Prime Position: Amazon Market Share Increases As Consumers Pull Back Elsewhere
Amazon CEO Andy Jassy, on Wednesday, May 21, commented that Amazon has not seen waning demand due to tariffs. Consumer Edge U.S. transaction data sho...
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May 20, 2025 | 5 minutes read | Insight Flash
From Love Temu to Love-Me-Not: Who's Winning the Fast Fashion Breakup
Since our last report, Temu and Shein performance in the US has deteriorated further, and spending has continued to shift toward brands across US ret...
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May 14, 2025 | 5 minutes read | News
Consumer Edge Reveals Top Retailers and Brands Benefitting as U.S. Shoppers Pull Back from Chinese Discount Platforms
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May 13, 2025 | 5 minutes read | Insight Flash
Temu & Shein Shoppers Are Moving On — Here’s Who’s Winning
As some US consumers move on from Chinese low-cost merchants amid heightened trade tensions, brands like Old Navy, Ulta, and Nordstrom Rack are exper...
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Apr 22, 2025 | 5 minutes read | Insight Flash
Tariff Tales: DHGate Rises as Temu Growth Slows
DHGate, the Chinese B2B and B2C platform connecting customers directly with Chinese manufacturers, has recently exploded in popularity on TikTok as s...
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Apr 21, 2025 | 5 minutes read | Insight Flash
Tariffs Threaten Temu - Who Could Benefit?
After steadily gaining share in the U.S. discount market, Temu abruptly slashed its massive online ad spending on platforms like Google and Meta in m...
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Apr 17, 2025 | 5 minutes read | Insight Deep Dive
Tracking the UK Impact of US Tariffs on Chinese E-commerce Supply
With newly enacted US tariffs set to dramatically reshape the global trade landscape, European business leaders have begun to sound the alarm over th...
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Apr 16, 2025 | 5 minutes read | News
Temu and Shein slash US ad spending as trade war hits
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Apr 9, 2025 | 5 minutes read | All Posts
Gen Merch slowing in 2025 after modest growth in 2024
Consumers spent 3.6% more on General Merchandise in 2024 vs 2023 according to Earnest transaction data. This represents a moderate acceleration from ...
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Apr 7, 2025 | 5 minutes read | All Posts
March 2025 US Consumer Spending: second month of flat growth
March 2025 US consumer spending was essentially flat YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. This ...
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Apr 2, 2025 | 5 minutes read | All Posts
Temu’s disruption may have been transitory, 2025 data shows
Temu’s meteoric rise shortly after entering the US market in September 2022 generated numerous alarming headlines. They suggested the US retail lan...
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Mar 10, 2025 | 5 minutes read | All Posts
Shein, Temu active customers decelerated after tariff changes
Shein’s US sales growth decelerated from 22.0% YoY to 9.6% YoY between the weeks ended February 1st and February 15th according to Earnest debit an...
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Mar 4, 2025 | 5 minutes read | All Posts
February 2025 US Consumer Spending: economic blackout and slowing activity
February 2025 US consumer spending fell 3.4% YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. Part of the w...
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Feb 13, 2025 | 5 minutes read | Insight Deep Dive
Top 10 Consumer Spending Insight Flash Reports
With every earnings cycle, acquisition, or emerging new player, news and insights abound in the world of consumer retail. Here we take a look at the ...
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Feb 10, 2025 | 5 minutes read | All Posts
January 2025 US Consumer Spending: fuel sales grew as spending slowed
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Feb 5, 2025 | 5 minutes read | Insight Flash
Temu and Shein US market share down ahead of change to de minimis loophole
Amid changing trade policy and the threat of a trade war, market watchers are concerned about the closure of the de minimis exemption, a policy that ...
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Jan 8, 2025 | 5 minutes read | All Posts
December 2024 US Consumer Spending: ecommerce, traditional retail surge
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Jan 6, 2025 | 5 minutes read | All Posts
TikTok Shop, Shein, and Temu won the holidays in 2024
Consumer spending grew 2.5% YoY during the 2024 holiday season according to Earnest credit card data. This marks an acceleration from 2023, which gre...
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