In Response to Tariff & "De Minimis" Changes, Temu Alters US Business Model, Morphing Into...Amazon?
In the US, Pinduoduo's Temu platform has made sudden, dramatic changes to its business model. The changes could bring Temu into direct competition...
541 Views
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
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Monthly Air Cargo Tracker | Even Before US Tariff Chaos, Conditions Had Turned Weaker (May 2025)
Even before US tariff increases and the end of the de minimis exemption, conditions in the Transpacific air cargo market were clearly turning weaker.
358 Views
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
251 Views
May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
US "de minimis" import rules that have enabled the growth of platforms like SHEIN and Temu will change dramatically this week. We believe the...
5.6k Views