China's Retail Revolution: How SHEIN, Temu, and TikTok are Reshaping Global Commerce - Ed Sander

Four out of the top eight Apps on the US Apple Store come from China. Many are shopping platforms such as SHEIN, Temu, and TikTok Shop. These platforms have strong algorithms, massive supply chain networks, and seemingly bottomless investment pockets. Is the West slowly becoming addicted to Chinese-style online shopping? We talked to Ed Sander, the co-founder of ChinaTalk, a Dutch service provider specializing in knowledge transfer about China. Ed also writes for the TechBuzz China substack.

1. You arrange business tours in China. Tell us about the upcoming Spring Exclusive Investor Electric Vehicle Trip. Is it too late to sign up?

2. Why has TikTok Shop struggled to get traction in the U.S. while it’s been so wildly successful in SE Asia?

3. How can brands make TikTok Shop work in the U.S.? What’s the magic formula? Will it come from live commerce?

4. Are some markets more influenced by cultural differences that help drive livestream shopping success? Or are the Chinese just more open to new experiences? Do you think brands should engage in livestream shopping?

5. Do you think TikTok Shop makes adjustments on its platform to make shopping more palatable?

6. Is there still a place for brands or livestream commerce for cheap, impulsive products?

7. Why are you so bullish on the growth of Temu? How will they adjust for the impending Trump tariffs?