#1 完了，temu把在Google Shopping上的ads都撤了，一个时代终结
发表于 ： 2025年 4月 15日 16:26
Temu completely shut off Google Shopping ads in the U.S. on April 9, with its App Store ranking subsequently plummeting from a typical third or fourth position to 58th in just three days.
The company’s impression share, which measures how often their ads appear compared to eligibility, dropped sharply before disappearing completely from advertiser auction data by April 12.
The timing coincided with the Trump administration’s hardened stance on Chinese imports, raising tariffs to 125% while maintaining a more moderate approach to other trading partners.
Between the lines. Temu’s business model relied on heavily subsidized orders from parent company PDD to drive market share growth, despite operating at a loss on individual sales.
New tariffs, combined with crackdowns on “de minimis” import loopholes, have severely undermined Temu’s direct-from-manufacturer approach.
The company’s inability to maintain app performance without advertising for even a single day demonstrates the fragility of its market position.
Why we care. Ecommerce advertisers may experience temporary relief in digital advertising costs as Temu’s aggressive spending vanishes from auction platforms. Similar rapid market exits (e.g., Amazon during early pandemic lockdowns) led to drops in cost-per-click metrics. Some reduction in CPM rates is expected, potentially lowering both CPC and cost-per-conversion for remaining advertisers.
Tariffs. The underlying causes of Temu’s retreat (tariffs and import restrictions) could ultimately prove more damaging to the ecommerce landscape, particularly for small and medium-sized businesses.
Bottom line. Unlike failed competitor Wish.com, Temu’s parent company remains fundamentally sound. With U.S. trade policy still in flux and facing internal opposition even within the administration, Temu’s retreat may not be permanent.
The company’s impression share, which measures how often their ads appear compared to eligibility, dropped sharply before disappearing completely from advertiser auction data by April 12.
The timing coincided with the Trump administration’s hardened stance on Chinese imports, raising tariffs to 125% while maintaining a more moderate approach to other trading partners.
Between the lines. Temu’s business model relied on heavily subsidized orders from parent company PDD to drive market share growth, despite operating at a loss on individual sales.
New tariffs, combined with crackdowns on “de minimis” import loopholes, have severely undermined Temu’s direct-from-manufacturer approach.
The company’s inability to maintain app performance without advertising for even a single day demonstrates the fragility of its market position.
Why we care. Ecommerce advertisers may experience temporary relief in digital advertising costs as Temu’s aggressive spending vanishes from auction platforms. Similar rapid market exits (e.g., Amazon during early pandemic lockdowns) led to drops in cost-per-click metrics. Some reduction in CPM rates is expected, potentially lowering both CPC and cost-per-conversion for remaining advertisers.
Tariffs. The underlying causes of Temu’s retreat (tariffs and import restrictions) could ultimately prove more damaging to the ecommerce landscape, particularly for small and medium-sized businesses.
Bottom line. Unlike failed competitor Wish.com, Temu’s parent company remains fundamentally sound. With U.S. trade policy still in flux and facing internal opposition even within the administration, Temu’s retreat may not be permanent.
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