The cross-border e-commerce information on May 27, 2026 is as follows:
The latest news on cross-border e-commerce platforms
Coupang
The stock price continued to fall, hitting a 52-week low.
On May 26, Coupang (CPNG) stock price fell 4.03% to $15.47. It has fallen 22.57% throughout May and has fallen 34.42% year-to-date, hitting a 52-week low.
Analysts believe that the sluggish stock price contrasts with the overall Korean online retail market, which accounts for more than 60% of the market share, and has triggered the market’s attention to its long-term strategy and short-term costs.
Encountered large-scale class action lawsuits in the United States.
The massive leak of user information six months ago is still unfolding.
According to news on May 26, more than 7,800 victims have filed a class action lawsuit against Coupang in the United States, with a claim amount of up to US$5 million.
The lawsuit is scheduled to hold its first case management meeting next month, with Coupang’s internal security management system set to take center stage.
Facing criminal investigation over severance pay.
According to media disclosures on May 26, Coupang CFS, a subsidiary of Coupang Logistics, is facing a criminal trial for allegedly owed approximately 120 million won in severance pay to 40 employees who completed their daily operations.
The company has taken seemingly contradictory positions in criminal and civil proceedings, raising questions about its legal strategy.
Amazon
Urgently label new products to increase exposure.
Faced with traffic fluctuations, Amazon launched a new product support policy on May 26. The system will automatically label potential sellers’ new products with a “New Arrival” or “Top Release” badge to help consumers quickly identify and increase click-through rates when searching.
U.S. site traffic and order volume both plummeted.
Since May 22, a large number of sellers on Amazon’s US site have experienced “cliff drops” in orders, with some categories falling by more than 40%.
Analysts believe that the main reasons include the online traffic vacuum caused by the Memorial Day holiday on May 25, the consumer confidence index falling to the historical freezing point since 1952, and the new AI algorithm of the platform causing a dimensionality reduction blow to the exposure of sellers who did not adjust in time.
European VAT compliance has entered the AI rigorous review stage.
In May 2026, Amazon Europe will enter the high-pressure stage of value-added tax (VAT) AI full-link scanning.
Different from the past, the focus of this round of audits is not on false tax returns, but on compliance details that are easily overlooked (such as face price compliance). As a result, the FBA permissions of existing sellers have been frozen.
Temu
Cooperate with Pansco International’s overseas warehouse upgrade.
On May 26, Pansco International announced that its US overseas warehouse has become Temu’s official cooperation docking warehouse, marking the two parties’ transition from a simple list service relationship to a deeper stage of contract fulfillment ecological cooperation.
Pinduoduo is about to release its Q1 financial report, and Temu has become the focus.
Pinduoduo will release its 2026 Q1 financial report before the market opens on May 27 (Wednesday), Eastern Time.
Market focus will focus on Temu’s revenue recovery, whether profit margins can stop falling, and whether regulatory and compliance costs will continue to drag down market expectations.
After the Vietnam station restarted, the price increase at the front desk caused concerns among sellers.
Temu Vietnam Station has officially restarted on May 25.
But at the same time, some sellers reported on the 26th that the gap between the back-end verification price and the front-end selling price was too large, and the maximum front-end price increase reached 99%, triggering widespread concerns among sellers that they “cannot sell”.
In the face of Finland’s new tariffs, plan for compliance in advance.
Finland announced that it will impose a new tariff of 3 euros on small packages outside the EU worth less than 150 euros from July 2026. Direct mail small packages from platforms such as Temu will bear the brunt.
In response, Temu has begun to remind sellers to register for the EU Packaging Law (PPWR) and provide sellers with withholding and payment services to cope with the regulations that took effect on August 12.
TikTok Shop
Q1 global GMV of ten sites soared to US$27.453 billion.
According to the “TikTok Shop 2026 All-Site Q1 Quarterly Report” released on May 26, the total Q1 GMV of its 10 global sites reached US$27.453 billion, a year-on-year increase of 95%.
Among them, the United States, Thailand and Indonesia are the three core markets.
Launched the “TikTok Real” plan to crack down on fakes.
On May 26, TikTok announced the launch of the “TikTok Real” anti-counterfeiting and intellectual property protection plan to strengthen the management of counterfeit goods by adding a new brand verification module and optimizing the infringement complaint process.
Focusing on the apparel category, new investment activities are about to begin.
In order to expand into emerging markets, TikTok Shop announced that it will hold an “Official Special Session for the New Development of the Fashion Industry”, focusing on women’s clothing, men’s clothing and other categories, and providing policy interpretation and operational guidance for sellers interested in entering the Southeast Asian, European and American markets.
Mid-year sales in many countries around the world are scheduled for June.
TikTok Shop announced that the 2026 mid-year sales in many countries around the world will be held in June, and officials said that the magnitude will be comparable to Black Friday.
Since this year is a big year for sports, outdoor equipment, cooling and sun protection products are regarded as potential categories.
Domestic mainstream platforms and industry trends
The Ministry of Commerce released e-commerce development data from January to April.
On May 26, the person in charge of the E-Commerce Department of the Ministry of Commerce introduced that from January to April 2026, the national online retail sales of goods and services increased by 6.6% year-on-year.
Among them, smart products are growing rapidly. In April, online retail sales of smart glasses increased by 175.2%, and humanoid robots increased by 20.6%.
At the same time, “Silk Road e-commerce” cooperation has deepened, and the net sales of imported goods such as Thai durian and UAE beverages have increased significantly.
Costco has entered JD.com.
According to news on May 26, Costco, a membership-based warehousing and mass-selling giant, has settled on JD.com and opened its first official flagship store on the Chinese e-commerce platform. The store was officially launched on May 22.
It is worth noting that non-members need to pay about 20% higher prices for online shopping than offline members.
The platform has stepped up efforts to crack down on pirated books.
With the rise of live streaming of books, the conflict between the publishing industry and e-commerce platforms over the issue of pirated books has intensified.
A report on May 26 pointed out that although publishers continue to complain about rights protection, the low-price-oriented algorithm of the e-commerce platform provides the ground for the proliferation of pirated books, and the platform’s “technological neutrality” excuse allows it to shirk responsibility, and the road to rights protection is still long.
New Domestic Fiscal and Taxation Regulations
Cross-border sellers are facing the final window period for processing old accounts.
An analysis article on May 26 pointed out that for business in 2025 and before, cross-border sellers can still apply a 2% taxable income rate for assessment and collection, which is a low-cost opportunity to clean up historical tax risks.
But this window is closing: business from October to December 2025 has been approved at 4%. From January 1, 2026, cross-border e-commerce has fully entered the era of “accounting and collection”.
The New Deal officially recognizes overseas cost vouchers.
In the new era of audit and collection, a key benefit is that the government has officially recognized overseas invoices, platform bills, overseas logistics fees, advertising fees, etc. as pre-tax deduction vouchers.
This requires sellers to keep complete financial records so that the flow of funds, goods, and bills form a closed loop.
The “one entity, multiple stores” model has a clear compliance path.
In response to the “one entity, multiple stores” operating model common in cross-border industries, the compliance path has been clarified, that is, under the same operating entity, costs can be unified, expenses can be allocated in proportion to revenue, and each store can declare separately.
Trends and Suggestions
Compliant operations are the bottom line.
Whether it is Amazon’s strict AI review or the era of “accounting and collection” in domestic finance and taxation, it means that the era of barbaric growth has come to an end.
Sellers should quickly say goodbye to old models such as “private card collection” and “extracorporeal circulation” and ensure continued operations by establishing a clear and legal financial structure.
Profit reconstruction is the key.
Facing the new tariff policies in the European Union, Finland and other places, the low-price distribution model is unsustainable.
Sellers need to decisively eliminate low-profit products, transform towards high value-added and brand-oriented products, and deploy overseas warehouses as soon as possible for localized fulfillment.
Make good use of the platform’s new tools.
In the face of traffic fluctuations, you can actively use new tools and activities such as Amazon’s “New Product Badge” and TikTok Shop’s “Overseas Express” investment promotion to seize the initial traffic dividend provided by the platform.
