Meta Platforms is likely to be a 'disproportionate beneficiary' of continued ad spending by Chinese e-commerce sellers, according to UBS analyst Stephen Ju.
Chinese e-commerce companies like Temu and Shein are spending significantly more on marketing than offline retailers, as noted by UBS analyst Stephen Ju.
UBS analyst argues that the inflow of ad dollars from Chinese e-commerce marketers to platforms like Meta and Google is durable, despite recent concerns.
Chinese e-commerce companies are part of a 'compression' of global retail, where customers buy directly from manufacturers, impacting traditional retail sales, as highlighted by UBS analy...
#meta-platforms #chinese-e-commerce-retailers #ubs-analyst-insights #advertising-spending #global-retail-market
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