美区“黑五”购物高峰四天GMV破5亿美元，TikTok Sh

Core Insights - TikTok Shop has shown impressive performance in the U.S. market, with a total gross merchandise value (GMV) exceeding $500 million during the Black Friday to Cyber Monday shopping peak in 2025, leading to optimistic projections for 2026 [1][3] Group 1: Market Performance - TikTok Shop's GMV in the U.S. surpassed $500 million during the four-day shopping peak of Black Friday to Cyber Monday in 2025 [1] - Major brands like Disney, Samsung, and Ralph Lauren, which were previously cautious about unverified market sales, have recently joined TikTok Shop in the U.S. [1] - The shaving brand Harry's has hired a TikTok Shop manager to oversee in-app operations, indicating a commitment to the platform [1] Group 2: Consumer Behavior - TikTok is cultivating a new generation of consumers who shop while watching videos, which aligns with the platform's growth this year [3] - A report from Morning Consult indicates that TikTok Shop is one of the fastest-growing brands in the U.S., reflecting increased consumer purchasing intent [3] - The platform is evolving into an independent brand rather than just a feature of TikTok, as evidenced by its high ranking in consumer surveys [3] Group 3: Political Landscape - The political challenges facing TikTok in the U.S. may be coming to an end, which could encourage more major brands to join the platform [3]