卖家群炸了！Temu要求卖家承担美区关税？

Core Viewpoint - Temu is facing significant backlash from cross-border sellers in the U.S. due to a recent update in its seller agreement, which mandates that sellers bear all tax costs, leading to a crisis of trust among merchants [1][3][10]. Group 1: Seller Agreement Changes - The updated seller agreement includes a clause stating that the platform has the right to deduct taxes directly from seller accounts, which has caused panic among sellers, especially those using the full-service model [3][4]. - Many sellers feel abandoned by Temu, particularly as they await the implementation of a new U.S. tax policy that could further impact their profits [3][4]. Group 2: Impact on Sales and Trust - Temu's order volume in the U.S. has reportedly halved since April, with weekly active users decreasing by 19% and monthly users by 18% [4]. - A survey indicated that 88% of respondents trust Amazon more than Temu, which only garnered 4.9% trust [4]. Group 3: Strategic Shift and Market Expansion - Temu is reportedly planning to reduce its reliance on the U.S. market, aiming to decrease its sales share from 60% to 30% by 2025, while focusing on expanding in Europe and other regions [5][6]. - The company has already begun to shift its advertising budget and operational focus towards markets in Europe, Asia, and the Middle East, indicating a strategic pivot away from the U.S. [5][6][9]. Group 4: Broader Industry Implications - The current crisis reflects deeper challenges within the Chinese cross-border e-commerce sector, as platforms like Temu are caught between maintaining profitability and managing seller relationships amid changing regulatory landscapes [10][11]. - The evolving situation may push Chinese e-commerce companies to explore new compliance and diversification strategies, potentially transforming their business models from quick profits to brand building [10][11].