REPORT: TEMU LOSES 58% OF US DAILY USERS DUE TO TARIFFS

Summary from the TLDR Marketing newsletter

Temu lost 58% of its daily U.S. users in May after the U.S. ended the de minimis exemption on Chinese imports. The company responded by overhauling its supply chain, shifting to a model where over one-third of its U.S. sales are now fulfilled from domestic warehouses. It also cut U.S. ad spending, leading to an 80% drop in paid search traffic.