Platform Intelligence
Temu
Temu in 4 regional ecommerce markets: North America, Europe, Korea, Australia / NZ — GMV / share / growth / positioning from each region’s Top-5 report.
QIn which regions does Temu reach the Top 5, and how does it rank?
Temu appears in the Top-5 lists of 4 regions: North America, Europe, Korea, Australia / NZ.
Disclosed/estimated share (1 / 4 platforms)Bar length shows rank order only — no comparable share figures
Expand: full per-region data table (GMV / revenue / share / growth / positioning)
| Region | # | GMV / revenue | Share | Growth | Positioning |
|---|---|---|---|---|---|
| North America | 5 | US GMV ~$25B in 2024 → ~$22B in 2025 (MP estimate) | ~2% | Growth stalled (end of de minimis hit the direct-mail model) | Ultra-low-price cross-border; end of de minimis from May 2025 directly hit the direct-mail model |
| Europe | 2 | EU 2024 revenue ~$1.7B (+124%); UK $63.3M (+97%) | ECDB Europe #6, CBCommerce cross-border #2 | +124% EU revenue (2024); profit +171% | Ultra-low-price cross-border; EU regulation tightening from 2025 (DSA investigation; €3/parcel tax from Jul 2026) |
| South Korea | 5 | No official data | #5 | MAU climbing fast | Ultra-low-price cross-border; local logistics / seller footprint |
| Australia & New Zealand | 2 | No local revenue disclosed | ~1 million additional shoppers per year (as of Sep 2025, Roy Morgan) | ~1 million new shoppers per year | Ultra-low-price cross-border + heavy advertising; squeezing local retail (partly attributed to Catch's shutdown) |
QHow does competitive positioning differ by region?
- North America（#5）：Ultra-low-price cross-border; end of de minimis from May 2025 directly hit the direct-mail model
- Europe（#2）：Ultra-low-price cross-border; EU regulation tightening from 2025 (DSA investigation; €3/parcel tax from Jul 2026)
- South Korea（#5）：Ultra-low-price cross-border; local logistics / seller footprint
- Australia & New Zealand（#2）：Ultra-low-price cross-border + heavy advertising; squeezing local retail (partly attributed to Catch's shutdown)
QWhere does this evidence come from?
Every figure is taken from that region’s Top-5 report and source audit. No cross-region conversion or new estimates: