2025的“黑五”卷成“海外版双十一”？没有海外仓提前备货，黑五爆单只是空谈

Core Insights - The 2025 Black Friday in Europe and the US has transformed into a long promotional period akin to China's Double Eleven, driven by the strong entry of domestic cross-border e-commerce platforms [1][4] - Overseas warehouses have become a core competitive advantage for cross-border sellers, essential for supporting the extended promotional periods and managing logistics efficiently [1][3][4] Promotional Strategies - Temu's Black Friday promotion in the US runs from October 9 to November 29, while TikTok's activities span from late October to early December, with platforms like AliExpress and Amazon extending their promotional periods to over 50 days [1] - The intense competition has led platforms like Temu and SHEIN to significantly increase advertising spending, raising marketing costs and forcing sellers to offer lower discounts and flash sales [3] Logistics and Supply Chain - The peak daily order volume for a specific overseas warehouse during Black Friday 2025 increased threefold year-on-year, with certain product categories like 3D printers and robotic vacuums seeing over 200% surge in outbound volume [3] - Efficient overseas warehouse systems, such as 易仓WMS, enhance processing efficiency by 40% and are crucial for managing high-frequency replenishment needs during long promotional periods [3][4] Regulatory Impact - Changes in tariff policies, such as the termination of the $800 tax exemption for small packages in the US, have prompted many sellers to shift from direct shipping to overseas warehouse fulfillment, which helps mitigate tariff risks and reduce delivery times [3][4] Future Outlook - The competition during Black Friday is fundamentally a supply chain battle, with overseas warehouses transitioning from optional to essential for cross-border sellers [4] - The depth of overseas warehouse deployment and the level of intelligence in warehouse systems will be critical for sellers to navigate the increasingly competitive landscape [4]