Temu has been an advertising reef for years for the US Big Tech. That ended

In February 2024, the 58th edition of the Super Bowl was held, and during the break a very special announcement was issued. It was titled ‘Shop Like A Billionaire‘(‘ Buy as if you were a billionaire ‘) and published it Temuthe Chinese e -commerce giant. That turned out to be a swan song more than anything else, because this Chinese company (along with others like Shein) now has a very complicated future in the United States.

Temu’s advertising expenditure on Big Tech collapses. As revealed In The New York Timesin the two -week period that began on March 31, Temu spent 31% less on Facebook advertising on Facebook, Instagram, Tiktok, Snap, X and YouTube of what did it on average on those platforms in the previous 30 days. The data are from the Consultant Sensor Tower, who also stressed that Shein also lowered her advertising investment: 19% those two weeks compared to the average in recent periods.

Temu and Shein spent barbarity. Both companies were two of the large sources of advertising of the US Big Tech. According to The Wall Street JournalTemu invested 2,000 million dollars in advertising in goal in 2023, and was also one of the great advertisers in Google. In The New York Times they cited an equally striking estimate: according to Bernstein Research data, Temu spent 3,000 million dollars in marketing in 2023.

Picture drop. But the panorama has changed radically. On April 5 Temu represented 19% of all ads published in Google Shopping in the US, but that figure fell to 0% a week later. Shein went from 20% to early 0% on April 16, according to data from the Tinuiti consultant.

Apps fall into rankings. So far the mobile apps of Temu and Shein used to be among the 10 most downloaded in the United States. Now his popularity is falling, and they have left that top 10.

Target warns. Susan Li, CFO of Meta, said in a recent conference with investors that some Chinese electronic commerce companies – without specifying – had reduced their advertising expenditure. Last year Chinese advertisers generated 18.4 billion dollars of target revenues. That represented 11% of the total and twice what was achieved in 2022.

Pessimism is spread. Snap indicated after presenting financial results that “a subset of advertisers” had cut the advertising expenditure due to changes in shipments to the US. They did not want to provide estimates for the current quarter indicating that tariffs generated uncertainty. Google also showed its concern: its business director, Philipp Schindler, explained that changes with “obviously causing a slight setback to our advertising business in 2025”.

The end of “of minimis“. Donald Trump, president of the United States, He signed in April an executive order for which the rule is put in the end of minimis. This exception has allowed for years that packages with value below $ 800 can enter the United States without paying taxes. It is a mechanism that platforms such as Shein or Temu have used to offer really competitive prices in their merchandise, but others such as Amazon, Etsy or Ebay have also benefited.

Trump already warned. In February, the US government began its particular tariff war against China, imposing 10% tariffs on all types of Chinese merchandise. The end of the exception of minimis -carrying almost a century Activa – was actually an announced death, and its impact is huge, both in China and in the US. Trump momentarily suspended the exception then, but it is now when it is disabled indefinitely.

Temu stop sending to the US. The Executive Order has caused Temu stop all shipments from China to US buyers. As they point out In CNBCa CNBC spokesman has indicated that all sales in that country are now managed by local sellers and are completed from the country itself, precisely to prevent tariffs from affecting those sales. Before the change, buyers tried to buy Temu products sent from China They faced each other At “import rates” between 130 and 150%, which caused many of those products to fold their price.

Image | Goal | Freerlaw

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