E-commerce Morning Brief for Nov 13: FTC Accuses Amazon of Up to 250% Ad Markup; Alibaba.com US Promotion GMV Surges Over 40%

Story 1: JD Health 11.11: AI Doctor Consultation Volume Up Over 5x Year-on-Year

On November 11, JD Health disclosed that during the Double 11 period, the platform's AI doctor consultation volume increased more than 5x year-on-year. AI capabilities are extending into smart hardware, with China's first JoyInside nursing bed and JoyInside medical air disinfection device launched during the period. The air disinfection device, jointly released with Xinhua Medical, sold out within 60 seconds after the first batch arrived.

Story 2: Fliggy Double 11 Report: Fulfilled GMV Up 60% Year-on-Year, Transaction Users Up 41%

Fliggy disclosed that this year's Double 11 event merchandise fulfilled GMV grew 60% year-on-year, with transaction users up 41% year-on-year. The platform said booking enthusiasm for travel products rose significantly during Double 11, with flight tickets, hotels, and vacation packages driving overall fulfillment scale expansion.

Story 3: AI Shopping Guides Competition Intensifies During Double 11; JD's "Dongdong" Nears 80 Million Users

AI shopping guides are becoming a new traffic battlefield. During Double 11, JD's "Dongdong" reached nearly 80 million users; on Douyin, about 5% of purchases came from links pushed by AI chatbots. Alibaba, JD, and Pinduoduo continue to increase investment in AI shopping guides to capture new traffic entry points.

Story 4: SF Express' First 4.0 Logistics Transfer Center Opens in Lianyungang

SF Express' first national 4.0 logistics transfer center recently officially opened in Lianyungang, handling parcel consolidation and distribution for the entire Lianyungang area and transit between Jiangsu and Shandong. The center has over 60 nationwide direct routes, a maximum daily processing capacity of 1.2 million pieces, and an annual processing volume of up to 450 million pieces, with a total project investment of 500 million yuan.

Story 5: Kangaroo Mom Tmall Flagship Store Wins 13 Consecutive No.1 in Maternal Skincare Category

As of November 11, Kangaroo Mom's Tmall official flagship store achieved its 13th consecutive No.1 in Double 11 maternal skincare category sales, and also won three No.1 titles in teen skincare and body care categories. Its specially formulated stretch mark olive oil "Little Golden Bottle" has sold 19.73 million bottles cumulatively, with multiple products appearing on category bestseller lists.

Story 6: Double 11 Report: Shirt Laoluo Douyin Channel Single-Day Sales Exceed 10 Million Yuan

Shirt Laoluo's Double 11 report is out: single-day sales on its Douyin channel exceeded 10 million yuan. As of 23:59 on November 11, its Douyin channel Double 11 single-day sales surpassed 10 million yuan, with daily Douyin sales exceeding 50,000 items, continuing the concentrated volume surge in the large apparel category.

Story 7: Alibaba.com US Promotion GMV Surges Over 40%

As foreign trade enters the Q4 stockpiling peak season, Alibaba.com's November US promotion GMV surged over 40%, welcoming a strong start to the foreign trade Double 11. Data shows that beauty and sports, machinery and new energy, and auto and motorcycle parts were the three leading industries, with US buyer procurement demand accelerating.

Story 8: TEMU Signs Memorandum of Understanding with Brazil Post

E-commerce insights: TEMU has signed a memorandum of understanding with Brazil Post (Correios) aimed at expanding cooperation in Brazil's logistics and e-commerce sectors. The cooperation will evaluate new areas of delivery and logistics services, benefiting Brazilian businesses selling through TEMU's "Local Seller Program."

Story 9: FTC and 22 States Update Complaint, Alleging Amazon Ad Bidding Hidden Markups Up to 250%

According to foreign media reports, the US FTC and attorneys general from 22 states have filed an updated complaint alleging that Amazon raised prices in search ad bidding with hidden markups of up to 250%. Amazon denies each allegation, and the case is still under review.

Story 10: TikTok Shop US Relaxes Shipping Time Limits During Black Friday

To ease fulfillment pressure during the Black Friday promotion, TikTok Shop US site relaxed shipping time limits from November 11 to December 5. Local delivery allows up to 2 additional business days, international delivery up to 2 additional calendar days, and sellers must have a late shipment rate of no more than 20% in the past 30 days to qualify.

Story 11: eBay Launches AI Photo Listing Feature; Over 800,000 New Listings Daily Created by AI

With over 800,000 new listings daily created by AI, eBay launched a photo-first listing experience ahead of the holiday shopping season. Using AI to identify products and automatically pre-fill information, sellers only need to review and publish. More than 10 million sellers have already used eBay's AI features.

Story 12: Shopee Q3 Revenue $6.1 Billion, Up 41.3% Year-on-Year

E-commerce revenue reached $6.1 billion, up 41.3% year-on-year, according to Shopee's latest quarterly report from parent Sea. In Q3, Shopee's core revenue, mainly transaction commissions and advertising, reached $4.6 billion, up 50.6% year-on-year; adjusted EBITDA was $269.2 million, up 44.7% year-on-year, a new single-quarter profitability high.

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This article was first published on the Ebrun official website.