不迷恋美区，不放弃美区

Core Insights - The TikTok market in the US is undergoing significant changes, with sellers experiencing both challenges and opportunities as they adapt to the evolving landscape [2][9][30] - The performance of brands like Babycare in the US market has been underwhelming, indicating that even established brands face difficulties in adapting to TikTok's unique selling environment [10][13][16] - The TikTokShop in the US is projected to have substantial growth potential, with current daily GMV at approximately $33 million, suggesting a tenfold growth opportunity [24][30] Group 1: Market Dynamics - Many sellers are either withdrawing from the US TikTok market or pivoting to other regions, reflecting a sense of urgency and confusion among businesses [2][4] - The top-performing stores on TikTokShop in the US show a diverse range of categories, with significant sales figures indicating potential for growth in specific niches [5][6] - The challenges faced by sellers include high competition and the need for effective influencer partnerships, which are crucial for driving sales [21][22] Group 2: Brand Performance - Babycare, a leading brand in the mother and baby products category, has seen a decline in sales, raising questions about its strategy and market fit in the US [10][13] - The mother and baby product category in the US remains underdeveloped, with limited success stories, highlighting the difficulties for brands entering this space [16][19] - The performance of brands like Momcozy indicates that even top players struggle to achieve significant sales, suggesting a challenging environment for new entrants [16][17] Group 3: Future Outlook - TikTok's US market is expected to continue evolving, with potential policy changes and market adjustments that could benefit sellers willing to adapt [29][30] - The platform is exploring new operational models to support sellers, indicating a commitment to improving the ecosystem for e-commerce [30][32] - Companies are encouraged to remain engaged in the US market despite challenges, as the potential for profitability and market share remains significant [31][32]