GoodsFox Daily Insights – December 1, 2025: Red Friday: Fnac’s Nationwide Strike Highlights Europe’s Retail Tensions
- US Lawmakers Claim Meta Earns 10% of Its Revenue From Illegal Ads
- Black Friday Turns “Red” as Fnac Workers Launch Nationwide Strike
- Ozon Sees Dog-Care Product Sales Surge 5.5x
- TikTok Shop France Sellers Up 230%; Beauty & Fashion Lead Among Gen Z
- Shopee Launches 12.12 Birthday Mega Sale for Its 10th Anniversary
1. US Lawmakers Claim Meta Earns 10% of Its Revenue From Illegal Ads
Two US senators, Josh Hawley and Richard Blumenthal, sent a joint letter to the FTC and SEC accusing Meta of profiting from illegal advertising. Internal documents indicate that nearly 10% of Meta’s revenue—about USD 16 billion—comes from unlawful ads. The platform is linked to one-third of fraud cases in the United States. Analysts estimate consumer losses tied to Meta could exceed USD 50 billion in 2024. Lawmakers noted widespread issues involving gambling scams, payment fraud, crypto schemes, AI-based impersonation services, and fake benefit ads across Meta’s ecosystem.
2. Black Friday Turns “Red” as Fnac Workers Launch Nationwide Strike
Fnac workers in France plan a nationwide strike during Black Friday (Nov 28–29). Labor unions have labeled the protest “Red Friday.” Employees demand higher wages—86% currently earn only the minimum rate—along with more staffing support and the withdrawal of plans to remove automatic pay-rise clauses from collective agreements.
The wave of unrest is spreading. Zara workers in several European markets plan to strike as they push to restore profit-sharing benefits removed after the pandemic. Amazon faces global protests over concerns related to political lobbying, heavy automation, and aggressive resource consumption, with critics accusing the company of pursuing a “techno-authoritarian model.”
3. Ozon Sees Dog-Care Product Sales Surge 5.5x
Russia’s pet-care sector is rapidly expanding. Data from Ozon shows dog-care product sales nearly doubled between September and October 2025. Spets posted a 5.5x year-over-year increase, while the “Animal Kingdom” retail chain recorded a 1.5x rise. The Russian Pet Industry Association reports the national pet-care market reached RUB 10–11 billion in 2024, with dog products holding the largest share. The market is expected to grow another 10% in 2025. Nielsen data shows pet-care and grooming product revenue increased 21% year-over-year in the first 10 months, while unit sales grew 30%, indicating faster volume growth.
4. TikTok Shop France Sellers Up 230%; Beauty & Fashion Lead Among Gen Z
Since TikTok Shop launched in France at the end of March, the number of sellers has risen from 5,000 to 16,500 by late September. With 27.8 million French users, the platform has attracted brands such as Cabaïa, Izipizi, and several beauty labels. France has about 9 million Gen Z users aged 13–28, a demographic known for its digital-first buying habits and high brand expectations.
TikTok’s South Europe head, Arnaud Cabanis, noted the fading influence of traditional brand content and influencer promotions. Over 60% of user watch time goes to creators they don’t follow. This shift fuels demand for UGC, where third-party creators produce content that brands can use for performance marketing. This traceable model also encourages creators to emphasize originality.
5. Shopee Launches 12.12 Birthday Mega Sale for Its 10th Anniversary
Shopee will mark its 10-year milestone in late 2025 with the “12.12 Birthday Sale,” running from Nov 25 to Dec 12. The campaign includes daily IDR 12 flash deals, 100% discount vouchers, and free-shipping offers.
Adi Rahardja, Shopee Indonesia’s Director of Business Development, highlighted the anniversary as a shared achievement with local brands and users. Shopee also introduced exclusive collaboration products from Aerostreet, Erigo, and other Indonesian labels.
The platform has revived its 2025 Beauty Awards, offering 50% vouchers to voting participants. Featuring actress Fuji Utami in its promotional campaign, Shopee continues to position itself around value, speed, and convenience, reinforcing its growth strategy in Indonesia.
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