Overview

• Target has begun early-stage trials of a direct-from-factory service for low-cost apparel, household goods and other non-food items
• Walmart is piloting dark stores in Dallas and planning a site in Bentonville to speed up online order fulfillment following a 91 percent year-on-year rise in sub-three-hour deliveries
• Data from Sensor Tower show Temu’s U.S. daily active users plunged 52 percent and Shein’s fell 25 percent in May after the U.S. ended the duty-free de minimis exemption on low-value imports
• The removal of the sub-$800 duty-free threshold has prompted major retailers to rethink their supply chains and fulfillment footprints
• Amazon launched its "Amazon Haul" section in November to offer U.S. shoppers items priced $20 or less in response to discount e-commerce rivals