Discover 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