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PDD
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70 days

Temu and Shein are pivoting to Europe to deal with U.S. tariffs. But they may not get a warm welcome

1. Temu and Shein are shifting focus to Europe amid U.S. troubles. 2. EU plans a €2 customs fee, impacting e-commerce platforms' operations. 3. Consumer spending for Temu fell 36% and Shein 13% in the U.S. 4. Growth in EU and U.K. shows 63% and 38% increases respectively. 5. Stricter EU regulations pose challenges for compliance and operations.

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FAQ

Why Neutral?

While expansion offers growth potential, regulatory hurdles may limit success.

How important is it?

The article discusses shifting market strategies and regulations that could impact growth for Temu and Shein, reflecting broader trends affecting PDD.

Why Long Term?

Regulatory changes and competitive shifts in Europe will gradually influence market dynamics over the coming years.

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