{"id":8863,"date":"2025-11-27T10:19:06","date_gmt":"2025-11-27T02:19:06","guid":{"rendered":"https:\/\/goodsfox.com\/blog\/?p=8863"},"modified":"2025-11-27T10:19:06","modified_gmt":"2025-11-27T02:19:06","slug":"black-friday-underperforms","status":"publish","type":"post","link":"https:\/\/adfox.ai\/blog\/black-friday-underperforms\/","title":{"rendered":"Black Friday Sales Fall Short: Nearly 80% of Sellers Report Disappointing Results"},"content":{"rendered":"<h2 data-start=\"91\" data-end=\"139\"><a href=\"https:\/\/www.goodsfox.com\/?utm_source=blog&amp;utm_medium=en&amp;utm_campaign=dailynews-Nov27\">GoodsFox<\/a> Daily Insights \u2013 November 27, 2025: Black Friday Sales Fall Short: Nearly 80% of Sellers Report Disappointing Results<\/h2>\n<ul>\n<li>Chongker Taps the U.S. Senior Market With Hyper-Realistic Pet Replicas<\/li>\n<li>Black Friday Performance Drops Sharply as Sellers Call It the \u2018Worst Peak Season\u2019<\/li>\n<li>Shenzhen Launches VAT-Free Export Pilot for Cross-Border Sellers<\/li>\n<li>Germany Probes Temu for Potential Price-Fixing Practices<\/li>\n<li>Founder of Youkeshu Files Lawsuit Against His Own Company<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 data-start=\"141\" data-end=\"195\">1. Chongker Taps the U.S. Senior Market With Hyper-Realistic Pet Replicas<\/h3>\n<p data-start=\"371\" data-end=\"538\">Chongker started as a pet-memorial brand. After joining Amazon in 2021, it shifted to hyper-realistic plush pets. The brand targets older U.S. shoppers who want emotional companionship.<br data-start=\"600\" data-end=\"603\" \/>Its products use customized fur materials, silicone paws, and strict 3C-level quality control. Entry-level items sell for USD 50\u201370.<br data-start=\"735\" data-end=\"738\" \/>Sales doubled this year, while return rates stayed between 3% and 5%. The brand\u2019s growth came from a reverse strategy: \u201caudience\u2013keywords\u2013product.\u201d It enabled precise customer acquisition.<br data-start=\"926\" data-end=\"929\" \/>Chongker plans to expand to Amazon Middle East and Australia. It is also exploring AI-powered robotic pets as a future category.<\/p>\n<hr data-start=\"881\" data-end=\"884\" \/>\n<h3 data-start=\"886\" data-end=\"936\">2. Black Friday Performance Drops Sharply as Sellers Call It the \u2018Worst Peak Season\u2019<\/h3>\n<p data-start=\"1523\" data-end=\"1699\">Amazon\u2019s 2025 Black Friday event saw an unexpected slump. After the first week, many sellers said sales fell far below expectations.<br data-start=\"1286\" data-end=\"1289\" \/>This contrasts with Adobe\u2019s forecast of 8.3% growth and USD 11.7B in U.S. online Black Friday sales.<br data-start=\"1389\" data-end=\"1392\" \/>Real-world performance was hit by technical issues, including zero ad impressions, system glitches, and delayed order synchronization. These disruptions affected major regions such as the U.S., Europe, and Japan.<br data-start=\"1604\" data-end=\"1607\" \/>The extended 12-day promotion window diluted demand. At the same time, consumer spending weakened. Platforms such as Temu and SHEIN launched early deals, diverting traffic from Amazon sellers.<br data-start=\"1799\" data-end=\"1802\" \/>Nearly 80% of sellers showed little interest in joining this year\u2019s event. Reasons include tax compliance pressure, a USD 245 registration fee, mandatory 30% discounts, and peak-season storage fees rising to triple the usual rate.<br data-start=\"2032\" data-end=\"2035\" \/>Many sellers chose to skip the promotion entirely, waiting for later sales cycles or shifting focus to product improvement.<\/p>\n<hr data-start=\"1411\" data-end=\"1414\" \/>\n<h3 data-start=\"1416\" data-end=\"1463\">3. Shenzhen Launches VAT-Free Export Pilot for Cross-Border Sellers<\/h3>\n<p data-start=\"2011\" data-end=\"2184\">Shenzhen logistics providers recently invited sellers using the \u201cbuyer-export\u201d model to join a new VAT-free registration test.<br data-start=\"2364\" data-end=\"2367\" \/>This is Shenzhen\u2019s first participation in this tax-innovation pilot, following earlier rollouts in Guangzhou and Hangzhou.<br data-start=\"2489\" data-end=\"2492\" \/>Participants must be Shenzhen-registered businesses. Logistics companies will file export declarations under code 9810. Sellers must sign an agency agreement and complete export tax-rebate registration via the e-tax system.<br data-start=\"2715\" data-end=\"2718\" \/>After filing through the city\u2019s cross-border e-commerce service platform, goods approved by the commerce department become exempt from VAT.<br data-start=\"2857\" data-end=\"2860\" \/>The pilot aligns with China\u2019s 2025 Announcement No.17, which aims to regulate buyer-export practices and support compliant transformation.<br data-start=\"2998\" data-end=\"3001\" \/>If successful, the program could ease long-standing issues around invoicing, tax reconciliation, and supply-chain authentication. The policy, however, remains in its early testing phase.<\/p>\n<hr data-start=\"1907\" data-end=\"1910\" \/>\n<h3 data-start=\"1912\" data-end=\"1964\">4. Germany Probes Temu for Potential Price-Fixing Practices<\/h3>\n<p data-start=\"2693\" data-end=\"2871\">Germany\u2019s Federal Cartel Office has opened an investigation into Temu. Authorities suspect the platform may be enforcing unfair price limits on sellers.<br data-start=\"3411\" data-end=\"3414\" \/>According to a complaint filed by the German Retail Association, Temu requires prices on its platform to be no more than 85% of prices on other channels.<br data-start=\"3567\" data-end=\"3570\" \/>Andreas Mundt, head of the Cartel Office, warned that such rules restrict competition and may raise prices across other marketplaces.<br data-start=\"3703\" data-end=\"3706\" \/>Regulators are assessing whether Temu\u2019s pricing policy violates German antitrust law. The case shows tightening scrutiny over marketplace behavior in Europe.<\/p>\n<hr \/>\n<h3 data-start=\"2490\" data-end=\"2539\">5. Founder of Youkeshu Files Lawsuit Against His Own Company<\/h3>\n<p data-start=\"3213\" data-end=\"3737\">Youkeshu Technology, a Shenzhen-listed cross-border e-commerce firm, is in a leadership dispute.<br data-start=\"4032\" data-end=\"4035\" \/>Founder Xiao Siqing filed a lawsuit requesting the court to nullify the company\u2019s \u201c2025 First Extraordinary Shareholders\u2019 Meeting\u201d decision.<br data-start=\"4175\" data-end=\"4178\" \/>The meeting held on October 10 elected a new board, forcing Xiao and the original management team to step down.<br data-start=\"4289\" data-end=\"4292\" \/>Xiao accused the current majority shareholder, Wang Wei, of multiple violations, including undisclosed judicial freezes on equity, unclear investment funding sources, and failure to meet performance commitments.<br data-start=\"4503\" data-end=\"4506\" \/>Youkeshu stated that the meeting followed proper procedures and said it will respond legally.<br data-start=\"4599\" data-end=\"4602\" \/>The power struggle has deeply affected operations. Revenue in H1 2025 fell 81.33% year-on-year to RMB 42.57M. Q3 financial results remain delayed.<br data-start=\"4748\" data-end=\"4751\" \/>Youkeshu once generated over RMB 5B annually. It began restructuring in 2024 to save the business. After Wang Wei promised \u201cRMB 5B cumulative revenue in three years,\u201d conflicts escalated, leading to multiple lawsuits between both sides.<\/p>\n<p data-start=\"2540\" data-end=\"3012\">For more marketing insights and tools, visit <a href=\"https:\/\/www.goodsfox.com\/?utm_source=blog&amp;utm_medium=en&amp;utm_campaign=dailynews-nov27\">GoodsFox<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GoodsFox Daily Insights \u2013 November 27, 2025: Black Friday Sales Fall Short: Nearly 80% of Sellers Report Disappointing Results Chongker Taps the U.S. Senior Market With Hyper-Realistic Pet Replicas Black Friday Performance Drops Sharply as Sellers Call It the \u2018Worst Peak Season\u2019 Shenzhen Launches VAT-Free Export Pilot for Cross-Border Sellers Germany Probes Temu for Potential [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":8862,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[390],"tags":[601,971,348],"class_list":["post-8863","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-daily-e-commerce-news","tag-black-friday","tag-tariffs","tag-temu-en"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.8 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Black Friday Underperforms - AdFox<\/title>\n<meta name=\"description\" content=\"Black Friday 2025 delivered weak results for Amazon sellers, with nearly 80% reporting below-expectation sales. 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