October 13 Morning E-commerce Briefing: Amazon US Warehousing Capacity Crunch with Queues Exceeding 25 Days; TikTok Spain Sellers Surpass 21,000

Message 1: Suning.com Fully Launches Double 11 Promotion, Running Through November 13.

Suning.com has kicked off its comprehensive Double 11 shopping festival across both online and offline channels, running from October 12 to November 13. During the event, Suning will partner with over 100 leading brands, curate more than 1,000 new AI products, and offer multiple subsidies with discounts as low as 70% off, trade-in guarantees for major appliances, a 365-day no-repair-but-replace policy, and price protection for up to 100 days. Meanwhile, Tmall and JD.com have both scheduled their Double 11 launch events for October 15. With Suning joining, this year's Double 11 mainstream platform lineup expands further, with the competitive focus shifting to pricing power and fulfillment reliability.

Message 2: Walmart Opens KK ONE Store in Futian, Shenzhen, Bringing Total Shenzhen Stores to 49.

According to reports, Walmart's new KK ONE store in Futian, Shenzhen, has recently opened. This marks Walmart's 49th store in Shenzhen and its third new-generation store within a month, following the openings at Chengdu Wenjiang Xinguang Tiandi and Nanning ASEAN Shengtiandi. As the first new-generation store of this type in Shenzhen, the KK ONE location represents a key step in Walmart's strategy to deepen its presence in the Greater Bay Area and solidify its footprint in Shenzhen's core urban districts.

Message 3: Vipshop Launches Self-Developed AI Shopping Assistant 'AI Xiaowei' and Recruits Large Model Team with High Salaries.

Vipshop has disclosed that it recently launched its self-developed AI assistant 'AI Xiaowei', built by Vipshop's large model team. The assistant supports both text and voice interactions, offering services such as product discovery, promotion checks, and discount inquiries. Concurrently, Vipshop is aggressively recruiting for core large model positions, including a post-training lead, an LLM data integration lead, and a large model SFT text data lead, with monthly salaries ranging from 50K to 80K RMB, corresponding to annual packages of 600,000 to 960,000 RMB, to enhance the talent density and development speed of its large model team.

Message 4: Chagee's 'Buy One Get One Free' Promotion Causes App Crash with Store Orders Exceeding 100 Cups.

On October 12, the hashtag 'Chagee App Crashes' topped Weibo's trending list. To celebrate global brand ambassador Zheng Qinwen's first China Open women's singles title, Chagee offered a 'buy one get one free' promotion across all drinks. The official app crashed due to overwhelming traffic, with many users unable to place orders and repeatedly seeing prompts like 'Tea lovers are too enthusiastic, please try again later.' Offline stores also experienced a surge in orders, with backlogs exceeding 100 cups, and popular locations temporarily suspended online ordering.

Message 5: Want Want's Net Profit Plummets 38%, Founder Tsai Eng-Ming Rarely Admits Channel Friction.

An article by Ebrun highlights that Want Want, the food empire with over three decades of history, stands at a crossroads of transformation and trust: its latest earnings show a 38% drop in net profit, and founder Tsai Eng-Ming has rarely made a public admission of internal issues. The article suggests that a combination of channel friction and management failures is the primary cause of the slowdown in growth for this long-established snack giant. This self-analysis is seen externally as a signal that Want Want is initiating organizational and channel reforms to rebuild distributor trust.

Message 6: Last Week's Postal and Express Parcel Collection Reached Approximately 3.754 Billion Items, Up 11.03% Sequentially.

Data on national logistics and smooth transportation released by the Ministry of Transport for October 5-11 showed: national railway transported 83.569 million tons of cargo, down 0.7% sequentially; monitored ports completed container throughput of 6.885 million TEUs, down 5.06% sequentially; postal and express parcel collection reached approximately 3.754 billion items, up 11.03% sequentially, while deliveries reached approximately 3.626 billion items, up 5.41% sequentially. Express parcel collection rebounded quickly after the long holiday, reflecting sustained recovery in merchant restocking and consumer demand ahead of Double 11.

Message 7: TikTok Shop Spain's Local Sellers Exceed 21,000, with GMV Up 150% Year-on-Year.

As of October 12, TikTok Shop Spain has seen GMV grow approximately 150% year-on-year over the past year, with platform penetration rising to about 19% and the number of locally registered sellers surpassing 21,000. From May to July this year, the Spain site's GMV reached approximately 100 million euros. The rapid expansion of local sellers and creator ecosystem provides a supply base for the upcoming peak shopping seasons, positioning Spain as a key growth market for TikTok Shop in Europe.

Message 8: Amazon US FBA Warehouse Capacity Tight, with Core Warehouse Appointment Queues Exceeding 25 Days.

Amazon US is currently experiencing widespread warehouse capacity constraints. Major FBA warehouses in the West, East, and Central US are reporting congestion, with core facilities such as CLT2, IND9, ONT8, and LAX9 implementing full restrictions on inbound shipments. Appointment windows have been significantly extended, with some warehouses seeing queue times exceeding 25 days. Industry insiders advise sellers preparing for the peak season to plan their shipping and inbound schedules well in advance or consider diverting to third-party overseas warehouses to avoid delays that could impact Black Friday and Cyber Monday inventory readiness.

Message 9: ByteDance's Short-Drama App PineDrama Surpasses 100 Million Downloads with About 7 Million Daily Active Users.

According to Sensor Tower data, ByteDance's short-drama app PineDrama has surpassed 100 million cumulative downloads approximately nine months after its launch, with around 7 million daily active users, making it one of the fastest-growing apps in the overseas short-drama segment. As another overseas content and consumption play following TikTok, PineDrama's rapid growth demonstrates the user appeal of the short-drama format internationally and opens new possibilities for content going global and e-commerce conversion.

Message 10: Amazon in Talks to Acquire AI Startup Decart for Approximately $7 Billion.

Reports suggest that Amazon is in discussions to acquire artificial intelligence startup Decart, with a potential deal valuation of around $7 billion. If negotiations proceed smoothly and no other buyers intervene, the deal could be finalized soon. Decart's technology focuses on helping developers switch more easily between different AI chips, a capability of growing importance as global tech companies accelerate their race for AI computing resources. Currently, neither Decart nor Amazon has responded to requests for comment.

Message 11: German Court Rules LG's Reference Pricing Misleading, Tightening Promotion Compliance for Cross-Border E-commerce in Germany.

The court in Würzburg, Germany, has ruled that LG's use of UVP (suggested retail price) in reference pricing promotions was misleading, as the price did not originate from actual prior competitive transactions, and using it as a discount reference violates Germany's Price Indication Regulation (PAngV). The ruling further tightens compliance boundaries for reference pricing in e-commerce: reference prices must be genuine, recent, and based on actual competitive transactions. This serves as a direct warning to cross-border e-commerce sellers about pricing compliance on German promotion pages.

Message 12: Japan's Secondhand Marketplace Mercari Launches AI Valuation, Providing Reference Prices with Photo Capture.

Japanese secondhand trading platform Mercari has announced the launch of its AI valuation feature 'Mochimono Satei', which allows users to simply photograph an item to have the AI recognize it and instantly provide a reference price on the Mercari platform. Users can access the feature from the app's home page or product listing page, take a photo or scan a barcode for valuation, and if they decide to sell, proceed seamlessly to listing preparation without needing to search for the publishing entry point.

That concludes today's morning briefing. For more e-commerce knowledge content, stay tuned to Ebrun audio news.

This article was originally published on the Ebrun official website.