Chinese Apps Defy U.S. Tariffs In 2025

TikTok, Temu and Shein maintained strong U.S. footholds in 2025 despite tariffs and regulatory pressure, Sensor Tower and Coresight data show. TikTok launched a U.S. joint venture and ranked as the second-most-downloaded app while TikTok's U.S. revenues rose 26.2% to $13.9 billion; Temu's GMV reached $27.4 billion and Shein's U.S. revenue grew to $14.6 billion. The trends underscore algorithm-driven discovery and resilient e-commerce models.
Scoring Rationale
Strong score driven by credible Sensor Tower and Coresight data and broad industry impact, tempered by limited novelty in findings.
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