Temu

Amazon launches its first smart warehouse in Shenzhen, aiming to cut local merchant storage costs by up to 45% as competition with Shein and Temu intensifies

Amazon expands China push with smart warehouse model, aiming to retain sellers amid rising competition from Temu and Shein

Temu owner PDD reports Q4 revenue up 12% YoY to ~$18B and net profit down 11% YoY to ~$3.56B, below ~$4B est., as it seeks to retain merchants on its platform

Temu owner PDD reports Q4 revenue up 12% YoY to ~$18B and net profit down 11% YoY to ~$3.56B, below ~$4B est., as it seeks to retain merchants on its platform

The comphad cautioned that its performance could fluctuate as it rolled out support to keep merchants from defecting to other platforms

Sources: China broadens its probe into Temu owner PDD, dispatching 100+ investigators to its Shanghai HQ, after staff exchanged physical blows with regulators

China has broadened a probe into PDD Holdings Inc. after its employees exchanged blows with regulators, dispatching over 100 investigators …

Sources: Pinduoduo and Temu owner PDD fires dozens following a fistfight between employees and Chinese officials probing fraudulent deliveries on its platform

Bloomberg :

The EU opens investigations into Temu and airport scanner maker Nuctech to assess whether they unfairly penetrated the EU market thanks to Beijing subsidies

Francesca Micheletti / Politico :

PDD, which owns Pinduoduo and Temu, reports Q3 revenue up 9% YoY to ~$15.2B, above ~$15.1B est., and net income up 17% YoY to ~$4.1B, as it weathers US tariffs

Bloomberg :

Apple doesn't include a charger in the box with the 14-inch M5 MacBook Pro in European countries, making users pay extra; the company cites an upcoming EU law

Here's Why Antonio G. Di Benedetto / The Verge : Apple announces new MacBook Pro with M5 chip Spencer Hart / Stuff : Apple won't include a charger with the new MacBook Pro M5, I think that's a big mis...

Q&A with Francis Dufay, CEO of Jumia, Africa's largest e-commerce platform, on Temu and other rivals, adding Chinese sellers to stay competitive, AI, and more

Damilare Dosunmu / Rest of World :

Sensor Tower: Temu's MAUs in Latin America grew 143% YoY to 105M in H1 2025; Mexico, Chile, and Uruguay want to tax low-cost imports to protect local businesses

Bloomberg :