Details
💸 Prices in Free Fall: For about two dozen bestsellers, prices are on average 18% below April levels, with some products up to 60% cheaper.🚪 Return After Forced Pause: After the end of the de minimis rule and summer sales slumps of up to 30%, Temu is staging a comeback in the U.S. market.🧾 Customs Fees Waived: Import charges, which often cost customers more than the goods themselves, are being scrapped again – an attempt to regain lost trust.📣 Ad Spending Surges: On some days, the number of new ads jumped to over 10,000. Sellers are being pushed into discounts with the promise of better in-app visibility.🚚 New Supply Chain: Instead of leaving merchants to find storage on their own, Temu is building an end-to-end logistics network with partners, covering shipping from China all the way to U.S. doorsteps.
Big Picture
Temu is trying to claw back market share in the U.S. with radical price cuts and its own logistics backbone. But the environment has grown tougher: without customs loopholes and under Trump’s trade policies, Chinese platforms must prove whether their ultra-low-cost model can survive under real competitive conditions.
The China Survival Guide for Western Businesses
Entity setup, WeChat strategy, hiring your first local team. 12+ years on the ground in Shanghai.
