Reasons to Read

Discover how the removal of de minimis treatment is reshaping cross-border e-commerce competition and which platforms are best positioned to withstand rising costs.

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

• Shein: How sharply has growth slowed, and how has de minimis removal affected its US business and valuation?
• Temu: How is Temu cutting marketing spend while retaining US users amid rising costs?
• Amazon Haul: How is Haul scaling beyond its beta phase, and what advantages does Amazon’s existing ecosystem provide?
• AliExpress: How exposed is AliExpress to de minimis removal and the resulting cross-border cost pressures?
• Shopper demographics: How do Shein and Temu attract different US apparel shoppers despite similar price points?

Companies mentioned in this report include: Shein, Temu, Amazon Haul, PDD Holdings, Alibaba, AliExpress, Everlane, Missguided and Forever 21.

Data in this report include: Platform revenue and growth, US gross merchandise value, operating and gross margins, monthly active users, advertising spend, shopper demographics by age and household income, and China-to-US and China-to-EU low-value shipment trends.