Cross-Border E-Commerce Weekly: TikTok Shop Launches Standalone App in Southeast Asia; Amazon US Site Fees Increase

Platform News

Amazon

1. Amazon Seller Wallet Launches in UK, Local Transfers Fee-Free

Amazon Seller Wallet has officially launched in the UK. The feature is embedded directly in Seller Central, allowing both UK-based and international sellers to hold GBP funds, pay UK suppliers directly, and quickly transfer funds to local UK bank accounts. GBP transfers to UK local banks are completely fee-free with fast settlement, meeting sellers' needs for accessing funds for local operations. For sellers outside the UK, the GBP wallet further optimizes revenue conversion and cash flow management. Sellers can choose to retain GBP funds to pay UK suppliers or convert funds into over 20 currencies for cross-border transfers.

2. Amazon US Extends Black Friday/Cyber Monday Deal Submission Deadline, Holiday Return Window Extended to End of January Next Year

Amazon Global Selling announced that the submission deadline for Black Friday/Cyber Monday Lightning Deals/Best Deals on the US site for 2026 has been extended to November 13. Meanwhile, Amazon US published its extended holiday return policy, allowing eligible November and December orders to be returned until January 31, 2027. According to the official event schedule, this year's Black Friday/Cyber Monday on Amazon US and Canada will run from November 19 to November 30. The US site submission extension applies to Lightning Deals and Best Deals, with specific timing and scope subject to what is actually displayed on Seller Central.

3. Amazon US Announces 2027 Fee Changes: Promotional Fees and FBA Fulfillment Fees Both Increase

Amazon US announced changes to 2027 selling fees and Fulfillment by Amazon fees. On the selling fee side, starting January 15 next year, a $5 upfront fee and a 2% variable fee will be added to "Buy X Get Y" promotions, with the variable fee capped at $2,000; starting February next year, all promotions will be billed monthly. On the logistics fee side, the average FBA fulfillment fee per unit sold will increase by $0.19, accounting for approximately 0.8% of the item's selling price. Storage fees will be simplified, and the low-inventory-level fee assessment rules will be updated.

TikTok Shop

1. TikTok Launches Standalone TikTok Shop App in Four Southeast Asian Countries

TikTok has launched a standalone TikTok Shop app in four Southeast Asian markets—Singapore, Malaysia, Thailand, and the Philippines—covering both iOS and Android. The standalone TikTok Shop app features personalized product recommendations, livestream and short-video shopping entry points, in-app checkout, order tracking, customer service, and other basic functions. Users can enjoy exclusive discounts, free shipping benefits, first-order perks, and secure payment protection within the app. The exclusive benefits are designed to guide users away from the main TikTok app and complete purchases within the standalone app.

Alibaba

1. AliExpress US Singles' Day Hits Post-Tariff Single-Day GMV Peak

AliExpress officially launched its overseas Singles' Day on November 1. Since the campaign began, GMV on AliExpress's US site has surged year-over-year, recently hitting the highest single-day peak since last year's tariff turmoil. Data shows that multiple key categories on AliExpress US saw significant growth compared to average daily sales: gaming and accessories up 9x, 3D printing and consumables up 28x, and mini PCs up 35x, making them the fastest-growing categories. This reflects US consumers' cross-border shopping demand accelerating toward categories with stronger product differentiation and competitiveness, such as components, electronic entertainment, and tech manufacturing.

2. AliExpress Overseas Singles' Day: EU Local GMV Accounts for 63%, Local Warehouse Fulfillment Drives Growth

First-day data from AliExpress's overseas Singles' Day shows that local GMV in the EU market accounted for 63%, with Poland and Spain exceeding 70%. Orders from local official warehouses surged 9x month-over-month compared to the 618 shopping festival, becoming a key driver of AliExpress's European business growth. During this Singles' Day campaign, AliExpress offers next-day delivery in 23 regions across Spain, France, and Poland, covering major cities including Madrid, Barcelona, and Paris. As delivery times shorten, local stocking is evolving from a fulfillment method that improves consumer experience into a foundational capability for merchants to expand sales in Europe.

SHEIN

1. SHEIN to Invest ?500 Million in Expanding Polish Logistics Center, Cumulative Investment in Poland to Reach ?1 Billion

SHEIN announced it will invest ?500 million (approximately $563 million) in Poland in 2026 to expand its European logistics center near Wroc?aw in southwestern Poland. Upon completion of this investment, SHEIN's cumulative investment in Poland since 2022 will reach ?1 billion. As of November 4, SHEIN's related facilities in Poland already employ approximately 8,000 people, and the company plans to add about 2,000 more positions by the end of 2026, with recruitment areas including logistics, supply chain management, technology, and warehouse operations. Meanwhile, SHEIN currently partners with over 230 Polish SMEs, providing them with goods, transportation, and related services. The expanded logistics center is expected to have over 10,000 employees and more than 6,500 autonomous robots by the end of 2026.

TEMU

1. Q3 French E-Commerce Traffic Changes: Temu, SHEIN, AliExpress All See Significant Declines

The French Federation of E-Commerce and Distance Selling and Médiamétrie recently released their Q3 e-commerce traffic report. The top 20 most-visited websites and apps in France had an average of 52.9 million monthly unique visitors after deduplication, up 4.3% year-over-year. Amazon ranked first with 41.4 million average monthly unique visitors, followed by Leboncoin and Booking.com. Temu's average monthly unique visitors fell 28.3% quarter-over-quarter, SHEIN dropped 34.6%, and AliExpress declined 11.1%.

More News

1. Mercado Libre Opens Mexico's First Smart Robotic Fulfillment Center

Mercado Libre's first smart robotic fulfillment center in Tezontlepec, Hidalgo, Mexico, has officially begun operations. The smart project has deployed 240 intelligent robots in its first phase, with plans to expand to 1,000 robots upon full build-out. Total project investment is $604 million. Combined with the local logistics network already established, Mercado Libre operates three large warehouse centers in Hidalgo with a total area exceeding 290,000 square meters. Current monthly parcel processing capacity exceeds 6.8 million units, and by the same period in 2027, monthly delivery volume is expected to rise significantly to over 15 million units.

2. Walmart Brings Membership Service to Mexico Market

Walmart has officially introduced its membership service Walmart+ to the Mexican market. Consumers pay 89 Mexican pesos per month or 890 pesos for an annual membership, enjoying benefits including free delivery on online orders, streaming content, telecom data rewards, and healthcare discounts. Orders of 399 pesos or more qualify for unlimited free delivery, and the benefit remains valid even if order value falls below the threshold due to out-of-stock substitutions.

3. Coupang Q3 Revenue Expected to Hit Record High

Data from market research firm MarketBeat shows that Coupang's parent company has a consensus revenue expectation of $9.76 billion for Q3, up 5.3% from $9.267 billion in the same period last year, on track for a record quarterly revenue in dollar terms. Growth is supported by e-commerce businesses including Rocket Delivery and Rocket Fresh, as well as continued expansion in the Taiwan market—Coupang has completed its fourth smart logistics center in Taoyuan and introduced dawn delivery.

4. Wayfair Q3 Revenue Up 9.7% to $3.42 Billion, Active Customers Grow to 22.2 Million

Wayfair reported Q3 financial results, with sales growth hitting the highest level since the pandemic and continuing to gain share in an overall weak home goods market. Wayfair's total revenue reached $3.42 billion, up 9.7% year-over-year, beating market expectations of $3.38 billion. Quarterly net profit was $62 million, marking a return to profitability. By region, the US market contributed approximately $3 billion in revenue, up 11.4% year-over-year, achieving double-digit growth; international net revenue was $380 million, down 2.3% year-over-year. Operating metrics also improved: in Q3, Wayfair's active customer base grew 4.7% year-over-year to 22.2 million; quarterly orders delivered were approximately 11 million, up 12.2% year-over-year.

Cross-Border Service Provider News

1. Meta Expands Overseas Experience Centers to Guangzhou and Shenzhen: Guangzhou Focuses on Foreign Trade Manufacturing, Shenzhen on "One-Person Companies"

Meta, in partnership with Guangdong Advertising Group and Titanium Mobile Tech, officially launched two new overseas experience centers in Guangzhou and Shenzhen, expanding the Meta Overseas Experience Center network to three locations. All three centers leverage the global reach of Meta's platforms including Facebook, Instagram, Messenger, and WhatsApp, building an integrated support system around "platform capabilities + local services + ecosystem resources." They provide Meta expert training and advertising strategy support while connecting independent site, payment, logistics, and other cross-border service resources, helping businesses extend from marketing capability building to global business execution.

2. Snap Q3 Global MAU Grows to 977 Million, Performance Advertising Business Grows Strongly

Snap Inc. released its Q3 2026 earnings report. The report shows Q3 revenue grew 14% year-over-year to $1.722 billion, with net profit of $56 million. Snapchat's global monthly active users grew to 977 million, and daily active users grew to 495 million. Total paying subscribers across Snapchat+, Memories Storage, and Lenses exceeded 30 million. Advertising revenue grew 4% year-over-year, with performance advertising growing strongly and contributing a significant share. Specifically, Sponsored Snaps ad revenue grew 56% quarter-over-quarter, and Promoted Places ad revenue and the number of advertisers using the product both more than doubled quarter-over-quarter.

Trade Policy and Data

1. EU Adds Two New Cross-Border Shipment Rules from November: ?2 Customs Processing Fee, Mandatory Product Code Declaration

Starting November 1, the EU introduced two new requirements for cross-border shipments sent directly from outside the EU to EU consumers. Shipments valued under ?150 must include product code (PID) information in the customs declaration. Additionally, regardless of value, the EU will impose a ?2 customs processing fee on all cross-border shipments. These new rules follow the EU's July imposition of a ?3 tariff, further tightening customs rules for B2C imported goods. Once effective, imported shipments valued at ?150 or less will need to pay a ?3 tariff per product category (replacing the previous de minimis exemption for small imported parcels), plus a ?2 customs processing fee, and provide PID. Shipments over ?150 will also bear the ?2 customs processing fee. Specifically, sellers need to provide carriers with the PID for each item in the shipment to facilitate product tracking. There are three types of PID information in customs declarations, of which Merchant PID (M-PID) and Non-Standard PID (NS-PID) are mandatory fields.

2. Circana: 57% of US Consumers View Economy as Poor, 49% Plan to Cut Holiday Spending

According to Circana's US holiday purchase intention study, there is a clear gap between economic confidence and spending willingness: 57% of respondents consider the current economy fair or poor, and 49% plan to reduce holiday season spending due to their own financial situation or uncertain outlook. Consumers are responding more through behavioral adjustments rather than opting out of the holidays—nearly three-quarters of holiday shoppers plan to save money: 30% will buy more promotional items, 19% will redeem points, 18% will buy more private-label brands, and 18% will use loyalty programs more frequently.

3. NF GROUP: Russian Quality Warehouse Q3 Transactions Hit 2.53 Million Square Meters, Up 4.1x Year-over-Year, Third-Highest on Record

NF GROUP research data shows that Russia's quality warehousing and logistics market recorded 2.53 million square meters of leased transactions in Q3 2026, ranking as the third-highest level since records began. This figure represents a 4.1x increase from 618,000 square meters in the same period of 2025, and a 3.2x increase from 779,000 square meters in Q2 2026. In the first nine months of this year, cumulative transactions in Russian quality warehouses reached 3.7 million square meters, up 85% year-over-year. The recovery in activity among major e-commerce sellers and the release of delayed demand are the main drivers, with sellers from multiple platforms turning to self-built warehousing and fulfillment, driving up quality warehouse absorption.

4. Philippine Department of Finance Studies Removing Tax Exemption for Imports Under 10,000 Pesos

According to foreign media reports, the Philippine Department of Finance is considering removing tariff and tax exemptions for imported goods valued at 10,000 pesos (approximately RMB 1,060) and below. The Philippine Retailers Association noted that the country's 10,000-peso de minimis threshold is among the higher levels in Asia, and the rapid development of cross-border e-commerce has brought a large volume of low-priced overseas parcels into the country, affecting government tax revenue and increasing competitive pressure on local MSMEs. The association cited data showing that Philippine e-commerce transaction volume was approximately 287 billion pesos in 2023; if 20% involved overseas platforms, about 57.4 billion pesos worth of goods could enter tax-free each year.

This article was first published on Ebrun's official website.