China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

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Primary Analyst:
Madhav Pitaliya, Analyst
Contributors
Primary Analyst:
Madhav Pitaliya, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Other Contributors:
Sophie Anne Luo, Analyst
Deep Dive

Reasons to Read

Discover how shifting consumer priorities, AI innovation, and instant commerce are reshaping the Singles’ Day shopping event.

Read this report to discover answers to these and other questions:

  • How is participation in Singles’ Day evolving, and why are consumers spending more selectively despite rising engagement?
  • What promotional strategies are driving conversion—and which platforms are closing (or missing) the gap between discovery and purchase?
  • In what ways are tariffs and economic sentiment influencing purchase timing, product choices, and overall consumer caution?
  • How are leading platforms like Tmall, JD.com and Douyin using AI to personalize shopping and streamline operations?
  • Why is instant commerce now a defining factor in Singles’ Day success, and how are retailers adapting to meet one-hour delivery expectations?

Companies mentioned in this report include:
Alibaba (Taobao, Tmall, Ele.me), JD.com, ByteDance (Douyin), Kuaishou, Pinduoduo, Dewu, Missguided, Esprit, Gome, Suning, WeChat, Xiaohongshu.

Data in this report include:
Singles’ Day GMV by platform type; consumer participation rates; changes in spending and product quantity; category-level purchase trends; platform-specific discovery vs. conversion gaps; tariff impact on spending; shopper behavior segmentation; sentiment and economic optimism trends.

Other relevant research:

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