Temu

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

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 :

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 :

PDD Holdings, which owns Pinduoduo and Temu, reports Q2 revenue up 7% YoY to ~$14.53B, above est., and net income down 5% YoY to ~$4.5B, driven by discounts

Sensor Tower: Temu's US MAU fell 51% to 40.2M from March to June, while Shein's dropped 12% to 41.4M, amid the US' China tariffs and “de minimis” closure

Financial Times :

African e-commerce giant Jumia says it is ramping up the number of China-based merchants on its platform, as it faces competition from Temu and Shein

Olumuyiwa Olowogboyega / Semafor :

Temu-owner PDD reports Q1 revenue up 10% YoY to ~$13.3B, below ~$14.4B est., and says it is fulfilling US orders exclusively via local warehouses and merchants

Luz Ding / Bloomberg :

US credit and debit card data: Shein's US sales dropped 23% during the week of April 25 to May 1 compared to the prior seven days, while Temu's sales fell 17%

Shein posted a 23% drop in observed US sales during the week of April 25 to May 1, compared to the prior seven days …

Sensor Tower: Shein's ad spend rose 35% MoM in France and the UK in April, while Temu's jumped 40% MoM and 20% MoM, respectively, amid Trump's de minimis ban

Arriana McLymore / Reuters :