E-commerce Morning Briefing: Dreame Coffee Responds to Shanghai Store Closures; Baozun's Q2 E-commerce Service Revenue Rises 10%

News 1: Dreame Coffee Responds to Store Closures: Shanghai Outlets Undergoing Phased Adjustment, New Store Plans in the Pipeline

Recently, multiple outlets of "DMCAFE", the coffee brand under Dreame, have suspended operations. Consumer reviews for some locations indicate they closed as early as May, with some customers posting that they still have unused multi-visit passes. On August 27, a relevant DMCAFE representative responded that the brand is currently conducting overall strategic planning and market assessment, and has carried out phased optimization and adjustment of its store footprint in Shanghai. Its first store at Shanghai West Bund Dream Center remains in normal operation. DMCAFE's outlet at Beijing Daxing International Airport is currently under renovation and is scheduled to open in October, with additional new store plans for Shanghai in the pipeline.

News 2: Baozun's Q2 E-commerce Service Revenue Grows 10%, Omnichannel Operation Capabilities Continue to Solidify

Baozun E-commerce released its second quarter 2026 financial report. During the reporting period, its e-commerce business generated total revenue of 2.3 billion yuan, of which service revenue reached 1.8 billion yuan, a 10% year-on-year increase. Alongside steady revenue growth, Baozun's omnichannel content operation and full-channel service capabilities have further gained recognition from platforms. This quarter, Baozun obtained official service provider certifications from platforms including Alimama, Douyin E-commerce, and Xiaohongshu, and continues to tap into growth potential for content-driven commerce across scenarios such as event marketing cooperation and live streaming content matrix building. The steady growth in service revenue reflects brand clients' recognition of Baozun's omnichannel operation capabilities, and further strengthens the differentiated service advantages of its e-commerce business.

News 3: RT-Mart Launches Front Warehouses in Four Cities, with Delivery as Fast as 30 Minutes

RT-Mart's front warehouse business has recently launched a new round of large-scale expansion, rolling out operations in four cities — Tianjin, Shanghai, Wuxi, and Tongliao — in August, bringing the on-demand retail service with delivery as fast as 30 minutes to more households in East China, North China, and Inner Mongolia. It is understood that RT-Mart regards front warehouses as a key growth driver for its online business, and plans to increase the share of online revenue to 40%-50% over the next three years. A relevant RT-Mart representative stated that the company will steadily roll out front warehouses to more cities going forward, bringing on-demand delivery services to the daily lives of more ordinary consumers.

News 4: STO Express Posts H1 Revenue of 32.5 Billion Yuan, Net Profit Up 128% Year-on-Year

On August 28, STO Express released its 2026 semi-annual report. In the first half of the year, the company achieved operating revenue of 32.491 billion yuan, a 29.83% year-on-year increase; net profit attributable to shareholders of the listed company reached 1.035 billion yuan, up 128.31% year-on-year; and non-GAAP net profit attributable to shareholders stood at 1.040 billion yuan, a 138.38% year-on-year rise. In the first half of the year, STO Express handled 14.299 billion parcel shipments, a 15.81% year-on-year increase, with its market share rising to 14.24%, up 1.33 percentage points year-on-year, with growth significantly outpacing the industry average. Average revenue per parcel reached 2.24 yuan, up 0.24 yuan year-on-year.

News 5: SHEIN's Activewear Brand Glowmode Launches Supplier Recruitment, Opening OEM and FOB Cooperation Models

Glowmode, the active lifestyle brand under SHEIN, has launched supplier recruitment targeting factories, traders, and integrated production and trading enterprises, with both OEM and FOB cooperation models available for this round of partnerships. In terms of supplier qualifications, enterprises must have independent pattern makers, be capable of pattern making based on design drafts and quality control, operate a dedicated sample room, and have experience partnering with brands on factory coordination. For production processes, factories mastering specialized activewear techniques such as lamination and laser cutting will be given priority. Meanwhile, SHEIN requires suppliers to have a complete apparel production team with separate areas for fabric inspection, cutting, sewing, and finishing, with no fewer than 45 in-house sewing operators and a monthly production capacity of more than 30,000 pieces.

News 6: Temu European Local Seller Survey: Over 50% Expanded Production and Hired Staff After Joining, Over 30% Entered New International Markets

According to foreign media reports, Temu recently released the results of a survey of local European sellers (the survey covered more than 150 platform sellers in Germany, France, Spain, Italy, Poland, and the UK, with data collected between June and July 2026). The data shows that 50% of respondents have expanded production, hired additional staff, or done both since joining Temu; 34% of respondents have successfully expanded into new international markets; and 75% of respondents list Temu as an important supplementary sales channel or a core sales channel. Temu entered the European market in April 2023, and opened its platform to local European merchants in 2024. Its local seller program currently covers more than 35 markets, including most European countries, while the platform's overall business covers more than 90 markets, with over 700 product categories available for sale.

That's all for today's morning briefing. For more e-commerce insights, stay tuned to Ebrun audio updates.

This article was first published on the official Ebrun website.