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# Where Are The Chinese Retail Media Networks?
- URL: https://tvrev2beta2.ghost.io/where-are-the-chinese-retail-media-networks/
- Published: 2024-07-11T19:14:10.000Z
- Updated: 2024-07-11T19:14:10.000Z
- Author: Mike Shields
- Tags: Retail Media, Amazon, Temu, Shein, China, big data, #sqs, #Import 2026-09-03 21:06

Amazon has a Temu problem. And a Shein problem. The discount Chinese retailers snuck up on Amazon, were dismissed, and then became a threat. Now, Temu is going at Amazon more directly, by selling goods made in the U.S., per [The Information. ](https://www.theinformation.com/articles/temu-breaks-with-direct-from-china-strategy-in-threat-to-amazon?rc=rguhmy&ref=tvrev2beta2.ghost.io)Amazingly, Amazon is now reversing course, adding a cheap stuff made-in-China shopping section. 

I don't claim to be an expert on Chinese manufacturing and commerce trends, but I do know that Temu and its rivals spend a crazy amount of money on advertising - so much so that analysts have talked about how much of Meta's earnings are boosted by these supposed cheapskates. 

Here are my dumb questions:

- When are these Chinese companies going to build out big retail media networks, if they aren't already?
- Would U.S. advertisers work with these companies - which probably have awesome consumer data - but may not have the same reputation privacy (or other important things)?
- What would happen to Retail Media - or the U.S. digital ad economy, if these companies ever get banned, or tarrif-ed to death, by say a new/old president?

In the meantime, it is wild to see anyone make Amazon sweat, just a little.

**Dig Deeper With These Links:**

- [Temu Breaks With Direct-From-China Strategy In Threat to Amazon](https://www.theinformation.com/articles/temu-breaks-with-direct-from-china-strategy-in-threat-to-amazon?rc=rguhmy&ref=tvrev2beta2.ghost.io) \- Jing Yang \[The Information\]
- [Temu's Advertising Avalanche Is Impossible to Ignore](https://www.adweek.com/media/temu-advertising-avalanche-meta-google-media-buy/?ref=tvrev2beta2.ghost.io) \- Christina Garnett \[Adweek\]
- [Meta’s continued rally could hinge on the fortunes of upstart retailers Temu and Shein](https://www.cnbc.com/2024/01/31/metas-continued-rally-could-hinge-on-fortunes-of-temu-and-shein.html?ref=tvrev2beta2.ghost.io) \- Jonathan Vanian \[CNBC\]
- [Meta's 3Q23: 21% CC Ad Growth Led By Advantage+ and Chinese Advertisers](https://madisonandwall.substack.com/p/metas-3q23-21-cc-ad-growth-led-by) \- Brian Wieser \[Madison and Wall\]
- [2024’s Top App: Temu Dominates App Stores This Year](https://www.forbes.com/sites/caileygleeson/2024/07/05/2024s-top-app-temu-dominates-app-stores-this-year/?ref=tvrev2beta2.ghost.io) \- Cailey Gleeson \[Forbes\]