In this episode of The Flow, Goflow’s Yoni Mazor talks with Sung Kim, U.S. Business Development Manager at Temu, about how American sellers are finding success on Temu’s local-to-local platform. The discussion covers how the U.S. seller program works, what categories are performing best, and how Goflow helps operators unify inventory, fulfillment, and analytics across every channel — including Temu.

  • The 2025 Holiday Forecast: A $310 Billion Boom, With Mobile Taking 56% of Sales

  • Legacy Brand QVC Just Found 100,000 New Customers on TikTok Shop

  • Billions in Tariff Refunds Hinge on an Upcoming Supreme Court Ruling

Source: PYMNTS.com

The Conversational AI Shopping War Begins

The race to own AI-driven commerce is heating up. Walmart has partnered with OpenAI to allow direct purchases through ChatGPT, a strategic move to compete with Amazon's Rufus. Simultaneously, PayPal has adopted the new Agentic Commerce Protocol (ACP), allowing its merchants to integrate directly into AI applications for in-chat payments. via CNBC & TechCrunch

Retail Giants Cut 31,800 Jobs, Citing Major AI Shift

Amazon and Target announced plans to cut up to 31,800 jobs, representing about 10% of their corporate workforces. The cuts signal a significant shift in the retail sector driven by rising costs, poor corporate performance, and the increasing adoption of AI to reshape job functions. via Forbes & CNBC

US to Lower China Tariffs From 20% to 10% in Trade Truce

The United States has agreed to lower tariffs on certain Chinese imports from 20% to 10% and extend a pause on reciprocal tariffs for another year. This signals a potential easing of trade tensions, though the overall duty burden of 47% on most Chinese goods remains. via Supply Chain Dive

Study: ChatGPT Traffic Still Lags Far Behind Traditional Channels

A new study of 973 e-commerce websites with $20 billion in combined revenue found that ChatGPT referrals still significantly lag behind traditional digital marketing in conversion rates. The report concludes that LLM traffic remains a developing acquisition channel, not a major disruptor.. via Digital Commerce 360

Source: The Workers Union

Amazon Taps USPS to Launch "Doorstep Returns"

For 83% of consumers, the most important factor in an online purchase is how hard it is to return. Amazon is now moving to eliminate that friction entirely by partnering with the U.S. Postal Service for a new "Doorstep Returns" pickup service. The move launches a convenience war that could permanently alter what shoppers expect from every brand online. → via Supply Chain Dive

Amazon Announces 2026 FBA Fee Hikes of $0.08 Per Unit

Amazon has announced that Fulfillment by Amazon (FBA) fees will rise in 2026 by an average of $0.08 per unit sold. While this represents less than 0.5% of the average item's selling price and is below inflation, it marks a change from 2025 (which had no increases) and will directly impact seller profit margins. → via Seller Central

Amazon Deploys New Robots and 'Smart Glasses' for Fulfillment

Amazon has introduced three new innovative systems to its fulfillment network. The new systems include a robot named Blue Jay, an inventory management AI called Project Eluna, and "smart delivery glasses," all designed to improve productivity and accelerate delivery speeds. → via Supply Chain Dive

Amazon Delivery Speeds Jump 24% in One Year

Amazon's investments in distribution centers and AI have resulted in a significant increase in delivery speeds. The share of same-day or next-day deliveries has climbed from 19% to 24% in just one year, enhancing its competitive edge.→ via CIRP

Amazon Report: Japan, Germany Offer Key Growth for Sellers

Amazon's latest Marketplaces Trends Report highlights that while the U.S. has the highest average seller revenue, Japan and Germany present unique opportunities. These markets show strong seller longevity, indicating that success is driven more by market dynamics than just gross merchandise volume. → via Marketplace Pulse

Source: Axios

Walmart: Nearly Two-Thirds of Our Products Are Now US-Made

Walmart is significantly increasing its investment in U.S. manufacturing, with nearly two-thirds of its products now sourced domestically. A top exec called the comeback "real and good for business," signaling a shift toward local production to enhance supply chain flexibility. → via CNBC

Walmart Announces 2025 Black Friday and Cyber Monday Dates

Walmart is set to launch two Black Friday sales events, starting November 13 and November 24, with its Cyber Monday sale following on December 1. The sales come amid rising tariff uncertainties that could impact pricing and inventory for sellers. → via Axios

Source: eHub

Ground Shipping Rates Are Now 31.2% Higher Than 2018 Levels

Ground delivery rates are projected to hit record highs in 2025. Per-package costs in Q3 were already 31.2% above the January 2018 baseline, driven by fuel surcharges and new fees from FedEx and UPS, forcing sellers to optimize packaging and shift to slower services.→ via Supply Chain Dive

UPS and USPS Reach 'Preliminary Agreement' on Ground Saver

UPS and the U.S. Postal Service have reached a preliminary agreement for last-mile support on UPS' Ground Saver service. The deal is crucial for UPS, which has seen a 32.7% decline in daily volume for this specific service. → via Supply Chain Dive

UPS Adds More Gig Drivers to Handle E-commerce Surges

UPS is increasing its reliance on gig delivery drivers to manage surging e-commerce volumes. This move is part of a broader strategy to cut $2.2 billion in costs and shift away from low-margin residential deliveries to more profitable B2B contracts. → via PYMNTS.com

Inventory Management Tips for Subscription Ecommerce Businesses

Running a subscription e-commerce business means managing more than just products. Learn how to forecast demand, prevent stockouts, and streamline recurring orders with five proven inventory strategies that keep your boxes on time, your customers loyal, and your operations running smoothly.

How to Switch To a New Inventory System Without Interrupting Operations

Switching to a new inventory system doesn’t have to disrupt your business. This guide walks you through every step, from cleaning your data to setting a cutoff date, so you can migrate smoothly, avoid downtime, and unlock the automation and visibility your e-commerce operations need to scale confidently.

Source: VegOut

NRF Projects Consumers to Return $850 Billion in 2025

U.S. consumers are projected to return nearly $850 billion in merchandise in 2025, according to the NRF. However, the overall returns rate is decreasing, falling from 16.9% in 2024 to 15.8%, as retailers implement stricter policies to manage rising operational costs. → via Digital Commerce 360

Baby Boomers Still Love Their Department Stores

While younger generations flock online, department stores are successfully retaining Baby Boomers. The secret? Generous return policies and personalized, high-touch customer service that online-only retailers struggle to replicate, highlighting a significant generational divide in shopping preferences. → via CNBC

71% of Top Retailers Now Offer Free Shipping

A Digital Commerce 360 study found that 71.2% of the top 1000 North American retailers now offer free shipping, up slightly from 2023. With 73.9% of shoppers prioritizing free shipping over other options, it remains a critical factor for conversion and loyalty. → via Digital Commerce

Marketers Look Past Gen Z to 'Gen Alpha'

Marketers are beginning to shift their focus to Gen Alpha, the largest generation in history with an estimated 2 billion members. This tech-savvy demographic is poised to inherit a massive wealth transfer of up to $124 trillion over the new 25 years. → via Forbes

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