电商早报：耐克明年起清理数千家线上经销商；Temu波兰用户半年流失360万

This article summarizes 8 core recent updates from China's e-commerce and retail industry, with key takeaways as follows:

1. Industry hot topics: Meituan has refuted rumors that it tiers delivery fees based on riders' educational background, clarifying that delivery pricing is only determined by distance, weather, time of day and available delivery capacity, with no markup related to education. Driscoll's has responded to a U.S. carcinogen lawsuit, stating that all its strawberries sold in China are grown in Yunnan Province, are fully separate from the affected U.S. batches, and have passed all safety inspections.

2. Industry developments: Amazon Business has hit $60 billion in annualized sales with over 11 million buyers globally, showing strong growth momentum for cross-border B2B e-commerce. WARC projects that TikTok will overtake YouTube to become the world's highest-grossing ad platform by 2030. Temu lost 3.6 million users in Poland in six months, hitting a 18-month low in total user count. Nike will end partnerships with thousands of online third-party distributors in China starting next year to unify its online sales channels. The 2026 Fortune China 500 list was released, with Tencent ranking as the most profitable internet company, and Pop Mart making its first appearance on the list while ranking top 10 in profit margin. Chinese snack chain Mingming Mangmian has expanded to over 30,000 stores, with projected GMV of nearly 93.6 billion yuan by 2025.

Multiple industry updates in this roundup provide actionable insights for brand operations, summarized below:

1. Channel and price management: Starting January 2027, Nike will terminate partnerships with thousands of online third-party distributors in China to restructure its digital sales system, retaining only its official website, official app, and flagship stores on three major platforms: Tmall, JD.com and Douyin. This move offers a practical reference for brands looking to unify channel management and enforce price controls.

2. PR crisis response: After facing a class-action lawsuit over food safety, Driscoll's clearly separated its Chinese products from the affected U.S. batch and publicly released合格 testing results. This approach offers a useful framework for brands handling cross-border food safety PR incidents.

3. Trend and opportunity outlook: WARC forecasts TikTok will become the world's highest-ad-revenue platform by 2030, so brands can start early布局 of social commerce and performance advertising. Pop Mate achieved a net profit margin of over 34% driven by its popular IPs, demonstrating that strong IP operation delivers significant profit growth for new consumer brands, a strategy worth adopting.

This roundup outlines multiple growth opportunities and risk alerts for e-commerce sellers, with key takeaways as follows:

1. Growth opportunities: Global business procurement is rapidly shifting online: Amazon Business has reached $60 billion in annualized sales with over 11 million global enterprise and institutional buyers, adding 1.8 million new buyers in the first half of this year. This creates high-value B2B growth opportunities for Chinese cross-border e-commerce sellers. As TikTok's ad scale continues to grow, sellers that布局 social commerce early can capture greater traffic dividends.

2. Risk and response alerts: For sellers expanding to Europe, note that Temu lost 3.6 million users in Poland in six months due to fading novelty, eroding price advantages and new EU regulations. Sellers should complete EU compliance布局 in advance, maintain price competitiveness, and prioritize user retention. Nike's cleanup of third-party online distributors means sellers currently distributing Nike products online need to adjust their business strategies early to adapt to channel changes.

3. New consumer opportunities: Large-scale expansion of snack retail chains has matured, and潮玩 IPs maintain high profit margins. Sellers can explore opportunities in these tracks.

This roundup offers the following key insights for manufacturing factories on business布局 and digital transformation:

1. Uncovering business opportunities: Global B2B online procurement is accelerating, and Amazon Business has surpassed $60 billion in annualized sales with over 10 million buyers. Factories engaged in B2B business can expand cross-border B2B online channels to connect with global enterprise buyers and drive order growth.

2. Adapting to industrial change: Nike is restructuring its Chinese online sales system by cutting thousands of third-party online distributors to push direct-to-consumer sales. This signals to Nike's contract manufacturers that they need to closely monitor channel strategy changes from core brand clients, adjust production and partnership布局 in advance, and adapt to the requirements of brands' new channel systems.

3. Connecting to consumer demand: China's domestic snack chain industry has entered the stage of large-scale expansion with over 30,000 stores for Mingming Mangmian, and the潮玩 track boasts a profit margin of over 34%. This shows strong demand for mass casual consumption and IP-derived consumption. Factories can partner with leading brands in these segments and布局 related production to capture consumption upgrade dividends.

This roundup outlines multiple development trends in the e-commerce industry, offering the following insights for e-commerce service providers:

1. Industry growth trends: Global business procurement is accelerating online, and investment in social commerce and performance advertising continues to grow. WARC's projection that TikTok will become the world's highest-ad-revenue platform by 2030 indicates that B2B e-commerce services, social platform marketing services and performance advertising operation services all have large room for market growth. Service providers can布局 these businesses early.

2. Addressing client pain points: Cross-border platforms expanding to Europe face pressure from EU compliance, low user retention and eroding price competitiveness; third-party brand distributors face the risk of channel contraction; brands have demand for PR crisis response and digital channel management. Service providers can develop targeted solutions for these pain points to expand their customer base.

3. Capturing new market demand: China's leading snack chain brands have exceeded 30,000 stores and entered a stage of large-scale development. Service providers can develop supporting services to meet the needs of large chain brands for supply chain management and franchisee operation to unlock new business growth.

This roundup offers the following insights for e-commerce platforms on business布局 and risk mitigation:

1. Mitigating cross-border expansion risks: Temu has recorded six consecutive months of user decline in Poland, losing 3.6 million users in half a year, driven by fading novelty, shrinking price advantages and new EU regulations. Platforms expanding to Europe need to complete compliance work in advance, maintain price competitiveness, invest in localized operation, improve user retention, and avoid large-scale user churn.

2. Adjusting partnership and merchant acquisition strategies: After Nike integrates its online channels, it will only retain official flagship stores on the three major platforms of Tmall, JD.com and Douyin. This shows that leading brands increasingly prioritize direct-to-consumer布局, and the three core platforms will gain more official partnership resources from top brands. Other platforms need to adjust their merchant acquisition strategies to target more growth-stage brands and vertical category merchants to expand their merchant pool.

3.布局 new growth tracks: Amazon Business has reached $60 billion in annualized sales with over 11 million buyers and strong growth momentum, proving that B2B enterprise purchasing is an important new growth track for platforms. Large domestic generalist platforms can explore expanding enterprise purchasing business to unlock new growth curves.

This roundup covers multiple latest developments in the e-commerce and retail industry, offering the following insights for industry researchers:

1. New trends in channel transformation: Leading global sportswear brand Nike has launched a major integration of its online channels in China, terminating partnerships with thousands of third-party online distributors starting next year to implement a fully direct-to-consumer digital sales system. This is a典型 new case of brands cutting out intermediaries and strengthening channel control, which can be used to research new trends in brand channel transformation.

2. New issues in cross-border e-commerce: Chinese cross-border platform Temu has recorded sustained user decline in the Polish market, losing 3.6 million users in six months. This exposes new challenges for low-price Chinese cross-border platforms expanding into Europe, including EU compliance pressure, competition from local platforms and low user retention, making it a典型 case study for the new stage of cross-border e-commerce expansion.

3. New characteristics of industrial development: Global B2B online procurement is growing rapidly, social platform ad scales continue to expand, TikTok is on track to top the global ad revenue ranking by 2030, China's domestic snack chains have surpassed 30,000 stores,潮玩 IPs maintain net profit margins above 34%, and internet companies face growing profit divergence with Tencent as the most profitable. All these new characteristics provide the latest material for research on industrial business models and growth logic.