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Tariff Turbulence and the Next Generation of Marketplaces

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    Report

  • 40 Pages
  • January 2026
  • Region: Global
  • Euromonitor International
  • ID: 6223396
China has birthed many of the world’s leading online marketplaces, as well as a wave of fast-growing challengers. Intense competition and slowing growth at home have pushed these retailers to seek new opportunities abroad, but aggressive US trade policies now threaten their expansion. As a result, China-affiliated marketplaces are recalibrating. This briefing examines how these players are navigating a rapidly evolving global trade environment and responding to external pressures.

This Tariff Turbulence and the Next Generation of Marketplaces global briefing offers an insight into the size and shape of the retailing industry, highlights emerging trends, their effects on retailing in markets around the world, on the development of channels and consumers’ shopping patterns. It identifies the leading companies and brands, offers strategic analysis of key factors influencing the market - be they the developments of new store types, the importance of non-store retailing, economic/lifestyle influences, private label or pricing issues. Forecasts illustrate how the market is set to change and criteria for success.

Product coverage: Retail E-Commerce, Retail Offline.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

  • Get a detailed picture of the Retail market;
  • Pinpoint growth sectors and identify factors driving change;
  • Understand the competitive environment, the market’s major players and leading brands;
  • Use five-year forecasts to assess how the market is predicted to develop.

Table of Contents

  • Executive summary
  • Introduction
  • Chinese marketplaces expand abroad
  • Trump’s tariffs disrupt the marketplace model
  • China-affiliated marketplaces change tack in the US
  • Marketplaces look beyond the US - and beyond retail
  • Conclusion