Temu Gone, Shein Wobbly, Giants Feast 🏴‍☠️

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🧠 Big Story: 
Temu Gone, Shein Wobbly, Giants Feast 🏴‍☠️

📊 Key Data:
EU Readers Choose Ink Over iPads ✒️

📖 Ecommerce players news:

🇺🇸 Amazon asks sellers for feedback on tariffs impact.
🇨🇦 Shopify enables shopping directly inside ChatGPT.
🇺🇸 Amazon Seeks Seller Feedback on Tariffs.
🇨🇦 Shopify Tests ChatGPT Shopping Feature.
🇩🇪 Mytheresa Partners with Prada for Global E-Commerce.
🇺🇸 US Tariffs Boost Second-Hand Clothing Market.

+ over 15 handpicked hot ecommerce news from the last week you need to know 🔥

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Temu Gone, Shein Wobbly, Giants Feast 🏴‍☠️

The retail battlefield just got bloody. In a matter of weeks, Temu ghosted the U.S., Amazon and Walmart moved in like repo men, and Shein — the fast-fashion rocket — is now hiking prices and playing defense. Retail's Fast Lane: Temu Vanishes, Shein Stumbles is a front-row seat to ambition, tariffs, and who actually wins when the music stops.

Temu Ghosts U.S., Courts the U.K. 🇬🇧

Temu vanished from U.S. Google Shopping overnight after April 11, likely spooked by looming tariffs. Their share of voice dropped to zero, even as they ramped up presence in the U.K., crossing 20%. One minute you're everywhere, the next minute you’re practicing your British accent. Tactical retreat or early warning sign?

Amazon, Walmart Feast on Temu 🛒

When Temu bolted, Amazon and Walmart didn’t blink — they ate Temu’s lunch. Google Shopping visibility flooded back to the old titans, while Target grabbed a few breadcrumbs and the rest barely budged. In retail, hesitation is death. And the biggest players are always ready with a knife and fork.

Shein Climbs the Fashion Charts 📈

Meanwhile, Shein surged to 3rd place in the global apparel market, hitting 1.5% share, leapfrogging Zara and H&M. Nike still leads at 2.9% (down 15 bps), Adidas follows at 1.8%. Shein’s momentum looks unstoppable — but if you listen closely, the ground is rumbling beneath it.

Shein Doubles Prices in the U.S. 💵

Under pressure from tariffs and De Minimis changes, Shein just doubled its U.S. prices — that $12 dress? Now $21. With new duties hitting May 2, Shein also paused U.S. advertising to manage the blowback. Consumers love fast fashion, but they love cheap even more. Will Shein, like Temu, find out that love is conditional?

EU Readers Choose Ink Over iPads ✒️

Print is still king in 2024.
(And here’s the proof.)

When shopping online in 2024, print remained the preferred format for readers.

14.7% of EU residents bought printed books, magazines, or newspapers online in the 3 months before the survey.

Meanwhile...

Only 6.8% downloaded e-books or audiobooks.

That’s more than double the preference for print!

The leaders?
↳ Ireland (28.3% of population bought printed book in the last 3 months)
↳ Netherlands (23.5%)
↳ Luxembourg (22.7%)

The laggards?
↳ Cyprus (2.0%)
↳ Latvia (3.8%)
↳ Romania (5.3%)

A few more surprises...

In Denmark, Cyprus, and Finland – the share of people buying e-books and audiobooks actually exceeded print.

(But only there.)

When was the last time you bought a printed book vs. an e-book?

The Death of the Linear Funnel in Marketing.

BCG explains why the traditional awareness-to-purchase funnel no longer fits today's customer journeys. The article visualizes the chaotic, multi-touchpoint paths buyers now take, offering a new way to think about brand building. 👉 BCG

New U.S. Tariffs: See the Country-by-Country Impact.

OpenTariffs.fyi provides a real-time dashboard showing how new U.S. tariff rates affect 185 countries. It's a useful snapshot for anyone tracking global trade shifts and economic tensions. 👉 OpenTariffs.fyi

🇺🇸 Amazon Seeks Seller Feedback on Tariffs. Amazon asks sellers how U.S. tariffs (10% general, 145% on China) affect logistics, as 70% of goods come from China. It promotes European markets, projected at $900B by 2028, with fee credits. 👉 Modern Retail

🇨🇦 Shopify Tests ChatGPT Shopping Feature. Shopify and OpenAI pilot in-chat shopping in ChatGPT, letting users buy from merchants in the chat. The feature, still in testing, could transform online shopping experiences. 👉 MSN

🇪🇺 Amazon Cuts FBA Fees in Europe. Amazon lowers FBA fees for clothing and bags in Europe from May 15, 2025, using package size and weight. It also waives return fees for high-return items since February 2025. 👉 Ecommerce News

🇨🇳 China Ends Refund-Without-Returns Policy. Chinese platforms like Alibaba and JD.com will stop “refund without returns” by July 2025 to aid merchants. The policy, started in 2021, was abused, hurting sellers in a weak economy. 👉 Reuters

🇺🇸 Walmart Adopts AI for Workers. Walmart uses generative AI to boost associate productivity, seen in a California store on April 9, 2025. Executives aim to make AI widely accessible for employees. 👉 Retail Dive

🇪🇺 Amazon Launches Premium Beauty Store. Amazon’s new European premium beauty storefront in April 2025 features brands like Caudalie. It offers curated shopping and follows a Milan beauty store opening in February 2025. 👉 Retail Gazette

🇮🇳 Flipkart Moves HQ to India for IPO. Flipkart relocates from Singapore to India for an IPO, valued at $36B after a $350M Google raise in 2024. The move, set for next year, taps India’s $19B IPO market. 👉 TechCrunch

🇺🇸 Etsy Sells Reverb to Refocus. Etsy sells Reverb, bought for $275M in 2019, to focus on its core marketplace and Depop. The sale aims to streamline operations for better growth. 👉 Retail Dive

🇩🇪 Mytheresa Partners with Prada for Global E-Commerce. Mytheresa, a luxury platform, teams up with Prada to sell its collections worldwide, tied to a 4B euro GMV group acquisition. CEO Michael Kliger says it’s a proud moment for their customers. 👉 WWD

🇺🇸 US Tariffs Boost Second-Hand Clothing Market. New tariffs raise clothing prices by up to 65%, pushing shoppers to platforms like ThredUp. Shein and Hermès face price hikes, fueling resale growth. 👉 FashionUnited

🇧🇪 IKEA’s Second-Hand Marketplace Gains Traction. IKEA’s Buyback program in Belgium sees a 72% rise in returns, with 12.3K pieces in 2024. A second-hand platform is set to launch across Europe soon. 👉 RetailDetail

🇺🇸 Khloe Kardashian’s Khloud Launches Protein Popcorn. Khloud, backed by $12M from Serena Ventures, debuts at Target on April 29, 2025. Khloe hints at more products beyond the 7g protein popcorn. 👉 TechCrunch

🇵🇱 Shein Opens Marketplace to Polish Sellers. Shein lets Polish brands sell to 100M+ European customers, partnering with BaseLinker. It follows a 2024 Warsaw pop-up that drew 14K visitors. 👉 Cashless

🇬🇧 Asos Shifts to Brand-Focused Marketing Strategy. Asos cuts performance ads for influencer campaigns, launching a loyalty program as sales drop 13% to 1.3B pounds. Losses narrow to 241.5M pounds. 👉 MarketingWeek

🇬🇧 Superdrug Offers At-Home Heart Disease Tests. Superdrug’s cardiovascular test, with PocDoc, launches in 180+ UK pharmacies on April 24, 2025. It aims to reduce GP visits with home monitoring. 👉 Chemist+Druggist

🇹🇭 Delivery Hero exits Thailand by May 2025. Foodpanda, owned by Delivery Hero, will stop operations in Thailand as part of a strategic retreat after exiting Denmark and Ghana. A failed Uber acquisition of its Taiwan business in March 2025 faced regulatory hurdles. 👉 Technode Global

🇳🇱 Just Eat Takeaway sees order drop in 2025. Just Eat Takeaway reported a 6% order decline to 211.1M in Q3 2024, but higher order values stabilize revenue. The company eyes an acquisition and remains on track for 2025 goals despite challenges. 👉 Retail Detail

🇺🇸 Instacart rolls out shopper quality scores. Instacart’s new quality scores for its 600K gig workers track items found and damages to boost service. Enhanced customer feedback verification aims to retain workers amid rivalry from DoorDash. 👉 Grocery Dive

🇷🇴 Wolt to replace Tazz in Romania by May 2025. Wolt, after acquiring Tazz, will take over in 35 Romanian cities, keeping user data and merchant ties. The company, founded in 2014, supports €19B in economic activity and 700M orders. 👉 Romania Insider

🇮🇳 Swiggy allots $52M in shares to employees. Swiggy issued 1.29Cr shares worth $52M under its 2024 ESOP, despite a 39.1% Q3 2025 loss increase to ₹799Cr. Revenue grew 31% to ₹3,993.1Cr, and Pyng, a new services marketplace, launched. 👉 Inc42

🇹🇭 Delivery Hero exits Thailand by May 2025. Foodpanda, owned by Delivery Hero, will stop operations in Thailand as part of a strategic retreat after exiting Denmark and Ghana. A failed Uber acquisition of its Taiwan business in March 2025 faced regulatory hurdles. 👉 Technode Global