Research|Estimate of the Impact of Chinese Outbound E-Commerce on US Advertising

Impact Will Gradually Increase from Q2 to Q3

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Yesterday, an image showing TEMU's ad spending in the US was widely shared on Twitter. I have been consistently tracking the impact of tariffs on advertising budgets for companies like TEMU.

We have recently been conducting intensive research on China outbound e-commerce merchants and the impact on US advertising. In the past two days, we discussed a representative case study that we've been tracking. Let's talk about it together.

We will quickly release a complete META Preview report within a week.

This case involves a Chinese advertising agency with an advertising budget of around $100 million, of which 80% is related to China Outbound e-commerce. I communicated with them a month ago and yesterday, and we compared the data from the two exchanges.

We can see that this impact will gradually increase from Q2 to Q3.