The Modern Retail Podcast Temu U.S. usership plummets, Spirit Halloween cancels season opener, brands go all-in on Dubai chocolate & Stanley 1913's next era
Jun 7, 2025
Julia Waldow, a reporter at Modern Retail, dives into the dramatic drop in Temu's U.S. user base and its implications for the e-commerce landscape. Graham Nearn and Kate Ridley from PMI Worldwide discuss Stanley 1913's evolution, focusing on their successful transition from outdoor gear to modern lifestyle products. They explore the impact of viral trends like Dubai chocolate on brand strategy and consumer engagement. The conversation emphasizes the importance of adaptability and fostering connections with consumers in today's retail challenges.
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Temu's U.S. User Plunge
- The closing of the U.S. de minimis loophole caused Temu's daily U.S. users to drop almost 50% from March to May.
- Temu's reliance on this loophole was key to offering low prices and direct shipping from China to the U.S.
U.S. Shift Back to Traditional Retail
- Temu and Shein face a retreat from U.S. consumers as they increase prices post-tariffs.
- Shoppers return to traditional retailers like Macy's, Kohl's, and Old Navy for convenience and competitive pricing.
Temu Revises Growth Focus to Europe
- Temu is focusing on growing its European market with increased ad spend and sales.
- Europe offers an alternative growth avenue, but future policy changes could pose challenges similar to the U.S.