Temu & Shein Lose Germany, Ikea Enters Recommerce

Podcast: The Digital Commerce Daily · Marco & Klara

Opublikowano: 2026-10-13

Shein, Temu and AliExpress just had their worst quarter in Germany — and Ikea is making a serious move into recommerce. Here's what both mean for European ecommerce strategy. In this episode: German sales for Shein, Temu and AliExpress collapsed 35.5% in Q3 2026 versus Q3 2025, driven by intensifying EU regulatory pressure on low-value imports and parcel taxation — but with Amazon holding 63% of German online retail, the lost volume is unlikely to flow to European alternatives. Ikea is simultaneously launching its pre-owned furniture marketplace in the UK, Ireland and Germany, putting it in direct competition with Vinted and eBay and...