Insight ReportBehind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon Haul Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 23, 2026 Reasons to ReadDiscover which low-price e-commerce model is best positioned to win as de minimis exemptions disappear and global trade rules tighten. Read this report to discover answers to these and other questions: How has the removal of de minimis treatment become the defining test for Temu, Shein and Amazon Haul? Why is Shein’s pricing advantage built on manufacturing rather than shipping economics? Can Temu’s subsidy-driven model remain competitive as costs rise and regulatory pressures increase? What role does Amazon Haul play within Amazon’s broader marketplace ecosystem? What do the platforms’ responses to de minimis removal reveal about their long-term resilience? Companies mentioned in this report include: Amazon, Amazon Haul, Temu, PDD Holdings, Shein, Everlane, Missguided and Forever 21. Data in this report include: Consumer spending fragmentation across alternative retail channels; business model and pricing comparisons for Shein, Temu and Amazon Haul; estimated Shein global and US revenue; PDD Holdings revenue growth versus net income trends; estimated Temu global and US GMV; de minimis policy changes across major markets. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Energy and Inflation Update + Retail Tech for the Holidays: Premium Subscriber CallAnalyst Corner: Navigating the “SaaSpocalypse,” with John HarmonInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—Infographic
