Temu

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons

Wednesday, April 30, 2025

Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.

Monday, February 3, 2025

Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta.

Monday, October 30, 2023

Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.