Preview|META 1Q25: Tariff Case Analysis and SHEIN/TEMU Impact - Part 2
How Much Will Chinese DTC Brands and TEMU/SHEIN Raise Prices, and What Impact Will This Have on GMV and Advertising Budgets?
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We're beginning to release preview reports today. For our META preview research, we interviewed over 20 experts, including advertising agencies, advertisers, product specialists, and competitors.
Our goal is to understand how the highly complex macroeconomic environment is affecting major tech companies, particularly the front-line advertising industry.
You can review our 4Q25 META Preview here.
Our META preview report is extensive, so we're dividing it into three parts: Agency interview summary, tariff impact and SHEIN/TEMU response strategies, key product developments and recommendation algorithm progress, and model updates.
For the agency interviews, we conducted 9 discussions spanning three months for comparison.
In our tariff impact and SHEIN/TEMU analysis, we examined 6 e-commerce cases related to Chinese supply chains, including cost implications, pricing strategies, GMV expectations, and tariff perspectives.
For product developments, we'll break down Business Messaging, Advantage+ Creative, Overlay, Social E-Commerce, and other offerings.
Finally, we'll provide a detailed forecast model with different scenarios and their potential impact on META's performance.
We've already published Part 1, available at:
Let's begin Part 2: Tariff Case Analysis and SHEIN/TEMU Impact.
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