Temu marketplace coverage: growth, controversies, seller strategy, and global expansion.
PDD Holdings reported second quarter revenue up 8% to RMB 112.4 billion, roughly 3.4% below consensus, while net income fell 12% to RMB 27.2 billion. Adjusted earnings beat and the shares rose, but management warned the EU’s new parcel duty will hit the international business.
PDD Holdings publishes second quarter 2026 results before the US open on Monday, August 24, with consensus near $17.1bn in revenue. It is the first full quarter in which every Temu parcel entering the United States carried duty.
Temu must file a remediation action plan with the European Commission by August 28, 2026, following the EUR 200 million Digital Services Act fine over its systemic risk assessment. An inadequate plan opens the door to daily penalty payments.
The US killed de minimis, the EU is following, and safety rules are tightening. The cheap-parcel arbitrage behind Temu and Shein is running out of road.
How US brands sell on Temu in 2026: picking the local-to-local model, surviving the pricing-approval floor, the payout hold cycle, and the mistakes that sink early sellers.
E-commerce deep dive: What changed in temu for retail teams in 2026.
E-commerce deep dive: Regulatory pressure on Temu in 2026 and what changes for buyers.
E-commerce deep dive: How Temu paid social ads dominate Meta feeds and why.
E-commerce deep dive: The Temu supply chain explained for skeptics.
