Story perspectives

Temu's US Users Plummet 58% Amid Trade Tensions

6/3/2025

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Summary

Story summary

Temu's daily US users fell 58% in May due to the removal of the "de minimis" trade provision.
PDD Holdings encounters difficulties amid US-China trade tensions, prompting Temu to reduce advertising and restructure operations.
Temu struggles to sustain customer spending and growth, unlike competitor Shein.
Internationally, Temu thrives, with 90% of its 405 million users from non-US markets.
The policy shift diminished the competitive edge of Chinese e-commerce platforms in the US.

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Story summary

Temu's daily US users fell 58% in May due to the removal of the "de minimis" trade provision.
PDD Holdings encounters difficulties amid US-China trade tensions, prompting Temu to reduce advertising and restructure operations.
Temu struggles to sustain customer spending and growth, unlike competitor Shein.
Internationally, Temu thrives, with 90% of its 405 million users from non-US markets.
The policy shift diminished the competitive edge of Chinese e-commerce platforms in the US.