Cyber Monday Shoppers

Consumers in the United States are scouring the internet for online deals as they look to take advantage of the post-Thanksgiving shopping marathon with Cyber Monday.

Even though e-commerce is now part and parcel of many people’s regular routines and the holiday shopping season, Cyber Monday — a term coined in 2005 by the National Retail Federation — has become the biggest online shopping day of the year, thanks to the deals and the hype the industry has created to fuel it.

Adobe Analytics, which tracks online shopping, expects consumers to spend a record $13.2 billion on Monday, 6.1% more than last year. That would make it the season’s — and the year’s — biggest — shopping day for e-commerce.

Online spending is expected to peak between the hours of 8 p.m. and 10 p.m. Monday night, per Adobe — reaching an estimated $15.7 million spent every minute.

For several major retailers, a Cyber Monday sale is a days-long event that began over the Thanksgiving weekend. Amazon kicked off its sales event right after midnight Pacific time on Saturday. Target’s two days of discount offers on its website and app began overnight Sunday. Walmart rolled out its Cyber Monday offers for Walmart+ members on Sunday afternoon and opened it up to all customers three hours later, at 8 p.m. Eastern time.

Consumer spending for Cyber Week — the five major shopping days between Thanksgiving and Cyber Monday — provides a strong indication of how much shoppers are willing to spend for the holidays.

Many U.S. consumers continue to experience sticker shock following the period of post-pandemic inflation, which left prices for many goods and services higher than they were three years ago. But retail sales nonetheless have remained strong, and the economy has kept growing at a healthy pace.

At the same time, credit card debt and delinquencies have been rising. More shoppers than ever are also on track to use “buy now, pay later” plans this holiday season, which allows them to delay payments on holiday decor, gifts and other items.

Many economist have also warned that President-elect Donald Trump’s plan to impose tariffs next year on foreign goods coming into the United States would lead to higher prices on everything from food to clothing to automobiles.

The National Retail Federation expects holiday shoppers to spend more this year both in stores and online than last year. But the pace of spending growth will slow slightly, the trade group said, growing 2.5% to 3.5% — compared to 3.9% in 2023.

A clear sense of consumer spending patterns during the holiday season won’t emerge until the government releases sales data for the period, though preliminary data from other sources shows some encouraging signs for retailers.

Vivek Pandya, lead analyst at Adobe Digital Insights, notes that discounts from Thanksgiving onward have “exceeded expectations” — and online spending throughout Cyber Week is on track to cross a record $40 billion mark combined.

U.S. shoppers spent $10.8 billion online on Black Friday, a 10.2% increase over last year, according to Adobe Analytics. That’s also more than double what consumers spent in 2017, when Black Friday pulled in roughly $5 billion in online sales. Consumers also spent a record $6.1 billion online on Thanksgiving Day, Adobe said.

Meanwhile, software company Salesforce, which also tracks online shopping, estimated that Black Friday online sales totaled $17.5 billion in the U.S. and $74.4 billion globally. And Mastercard SpendingPulse, which tracks in-person and online spending, reported that overall Black Friday sales excluding automotive rose 3.4% from a year ago. The retail sales indicator, which is not adjusted for inflation, showed online sales jumped by double-digits while in-store purchase rose a modest 0.7%.

E-commerce platform Shopify said its merchants raked in a record $5 billion in sales worldwide on Black Friday. At its peak, sales reached $4.6 million per minute — with top categories by volume including clothing, cosmetics and fitness products, according to the Canadian company.

Toys, electronics, home goods, self-care and beauty categories were among the key drivers of holiday spending on Thanksgiving and Black Friday, according to Adobe. “Hot products” included Lego sets, espresso machines, fitness trackers, makeup and skin care.

Other data showed physical stores saw fewer customers on Black Friday, underscoring how the huge crowds that were once synonymous with the day after Thanksgiving are now more than happy to shop from the comfort of their homes.

RetailNext, which measures real-time foot traffic in stores, reported that its early data showed store traffic on Friday was down 3.2% in the U.S. compared to last year, with the biggest dip happening in the Midwest.

Sensormatic Solutions, which also tracks store traffic, said its preliminary analysis showed retail store traffic on Black Friday was down 8.2% compared to 2023.

Grant Gustafson, head of retail consulting and analytics at Sensormatic Solutions, noted that in-store traffic was getting spread across multiple days since many retailers offered generous discounts before and after Black Friday.

“Some of the extended Black Friday promotions really ended up leading to a little bit of a softer day-of traffic than expected,” Gustafson said.

While physical items like toys and electronics are always popular around the holidays, experts note that consumers have turned to more “experience-driven spending” in recent years, especially as the COVID-19 pandemic waned.

Jie Zhang, a marketing professor at the University of Maryland’s Robert H. Smith School of Business, told The Associated Press ahead of the post-Thanksgiving shopping weekend that he expected shoppers to “indulge themselves a bit more” when it comes to “self-gifting,” increasing interest in categories like self care.

Adobe notes that shoppers are also buying higher-ticket items this season — with consumers opening their wallets to invest or “trade up” to more premium versions of products like electronics, appliances and sporting goods.

3 million travelers screened at US airports in a single day

 

Travelers heading home after the Thanksgiving holiday set a record on Sunday, as airport officers screened more than 3 million people.

The Transportation Security Administration said Monday that it handled 3.09 million travelers, breaking the previous record by about 74,000. That mark was set on July 7, also a Sunday after a holiday.

Hundreds of thousands of travelers were delayed or had their flights canceled. Airlines canceled about 120 U.S. flights — not an unusually high number — and more than 6,800 flights were delayed, according to FlightAware. The largest numbers of delays were at Hartsfield–Jackson Atlanta International Airport and Chicago’s O’Hare International Airport.

The TSA had predicted that Thanksgiving week air travel would rise 6% over the same days last year, fitting a pattern of record travel in 2024.

Intel CEO Gelsinger retires

 Intel CEO Pat Gelsinger has retired, the struggling chipmaker said Monday in a surprise announcement.

Two company executives, David Zinsner and Michelle Johnston Holthaus, will act as interim co-CEOs while the company searches for a replacement for Gelsinger, who also stepped down from the company’s board.

The departure of Gelsinger, whose career spanned more than 40 years, underscores the turmoil at Intel. The company was once a dominant force in the semiconductor industry but has been eclipsed by rival Nvidia, which has cornered the market for chips that run artificial intelligence systems.

Gelsinger started at Intel in 1979 at Intel and was its first chief technology officer. He returned to Intel as chief executive in 2021.

Gelsinger said his exit was “bittersweet as this company has been my life for the bulk of my working career,” he said in a statement. “I can look back with pride at all that we have accomplished together. It has been a challenging year for all of us as we have made tough but necessary decisions to position Intel for the current market dynamics.”

Zinsner is executive vice president and chief financial officer at Intel. Holthaus was appointed to the newly created position of CEO of Intel Products, which includes the client computing group, data center and AI group and network and edge group.

Frank Yeary, independent chair of Intel’s board, will become interim executive chair.

“Pat spent his formative years at Intel, then returned at a critical time for the company in 2021,” Yeary said in a statement. “As a leader, Pat helped launch and revitalize process manufacturing by investing in state-of-the-art semiconductor manufacturing, while working tirelessly to drive innovation throughout the company.”

Gelsinger’s departure comes as Intel’s financial woes have been piling up. The company posted a $16.6 billion loss in the most recent quarter and the company’s shares have fallen by more than half since he took over as CEO. Gelsinger announced plans in August to slash 15% of its huge workforce — or about 15,000 jobs — as part of cost-cutting efforts to to save $10 billion in 2025.

Nvidia’s ascendance, meanwhile, was cemented earlier this month when it replaced Intel on the Dow Jones Industrial Average.

Unlike some of rivals, Intel manufactures chips in addition to designing them.

Last week it was revealed that the Biden administration plans on reducing part of Intel’s $8.5 billion in federal funding for computer chip plants around the country, according to three people familiar with the grant who spoke on the condition of anonymity to discuss private conversations.

The reduction is largely a byproduct of the $3 billion that Intel is also receiving to provide computer chips to the military. President Joe Biden announced the agreement to provide Intel with up to $8.5 billion in direct funding and $11 billion in loans in March.

The changes to Intel’s funding are not related to the company’s financial record or milestones, the people familiar with the grant told The Associated Press.

Shares of the Santa Clara, California, company, rose 2.6% in morning trading. Its stock has shed 42% in the past year.

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AI chatbots

 

Tired of thinking about what gifts to get everyone this year? Artificial intelligence chatbots might help, but don’t expect them to do all the work or always give you the right answers.

Anyone scouring the internet for Cyber Monday deals is likely going to encounter more conversational iterations of the chatbots that some retailers and e-commerce sites have built to provide shoppers with enhanced customer service.

Some companies have integrated models infused with newer generative AI technologies, allowing shoppers to seek advice by asking naturally phrased questions like “What’s the best wireless speaker?”

Retailers hope consumers use these chatbots, which are typically called shopping assistants - as virtual companions that help them discover or compare products. Prior chatbots were mostly used for task-oriented functions such as helping customers track down online orders or return ones that didn’t meet expectations.

Amazon, the king of online retail, has said its customers have been questioning Rufus - the generative AI- powered shopping assistant it launched this year - for information such as whether a specific coffee maker is easy to clean, or what recommendations it has for a lawn game for a child’s birthday party.

And Rufus, which is available for holiday shoppers in the U.S. and some other countries, is not the only shopping assistant out there. A select number of Walmart shoppers will have access this year to a similar chatbot the nation’s largest retailer is testing in a few product categories, including toys and electronics.

Perplexity AI added something new to the AI chat-shopping world last month by rolling out a feature on its AI-powered search engine that enables users to ask a question like “What’s the best women’s leather boots?” and then receive specific product results that the San Francisco-based company says are not sponsored.

“It has been adopted at pretty incredible scale,” Mike Mallazzo, an analyst and writer at retail research media company Future Commerce, said.

Retailers with websites and e-commerce companies started paying more attention to chatbots when use of ChatGPT, an artificial intelligence text chatbot made by the company OpenAI, went mainstream in late 2022, sparking public and business interest in the generative AI technology that powers the tool.

Victoria’s Secret, IKEA, Instacart and the Canadian retailer Ssense are among other companies experimenting with chatbots, some of which use technology from OpenAI.

Even before the improved chatbots, online retailers were creating product recommendations based on a customer’s prior purchases or search history. Amazon was at the forefront of having recommendations on its platform, so Rufus’ ability to provide some is not particularly groundbreaking.

But Rajiv Mehta, the vice president of search and conversational shopping at Amazon, said the company is able to offer more helpful recommendations now by programming Rufus to ask clarifying or follow-up questions. Customers are also using Rufus to look for deals, some of which are personalized, Mehta said.

To be sure, chatbots are prone to hallucinations, so Rufus and most of the tools like it can get things wrong.

Juozas Kaziukenas, founder of e-commerce intelligence firm Marketplace Pulse, wrote in a November blog post that his firm tested Rufus by requesting gaming TV recommendations. The chatbot’s response included products that were not TVs. When asked for the least expensive options, Rufus came back with suggestions that weren’t the cheapest, Kaziukenas said.

An Associated Press reporter recently asked Rufus to give some gift recommendations for a brother. The chatbot quickly spit out a few ideas for “thoughtful gifts,” ranging from a T-shirt and a keychain with charms to a bolder suggestion: a multifunctional knife engraved with the phrase “BEST BROTHER EVER.”

After a 5-minute written conversation, Rufus offered more tailored suggestions - a few Barcelona soccer jerseys sold by third-party sellers. But it wasn’t able to say which seller offered the lowest price. When asked during another search for a price comparison on a popular skin serum, Rufus showed the product’s pre-discounted price instead of its present one.

“Rufus is constantly learning,” Amazon’s Mehta said during an interview.

Shop AI, a chatbot that Canadian e-commerce company Shopify launched last year, can also help shoppers discover new products by asking its own questions, such as soliciting details about an intended gift recipient or features the buyer wants to avoid. Shop AI has trouble, however, recommending specific products or identifying the lowest-priced item in a product category.

The limitations show the technology is still in its infancy and has a long way to go before it becomes as useful as the retail industry - and many shoppers - wish it could be.

To truly transform the shopping experience, shopping assistants will “need to be deeply personalized” and be able - on their own - to remember a customer’s order history, product preferences and purchasing habits, consulting giant McKinsey & Company said in an August report.

Amazon has noted that Rufus’ answers are based on information contained in product listings, community Q&As and customer reviews, which would include the fake reviews that are used to boost or diminish sales for products on its marketplace.

The large language model that powers the chatbot was also trained on the company’s entire catalog and some public information on the web, Trishul Chilimbi, an Amazon vice president who oversees AI research, wrote in the electrical engineering magazine IEEE Spectrum in October.

But its unclear how Amazon and other companies are weighting different training components - such as reviews - in their recommendations, or how exactly the shopping assistants come up with them, according to Nicole Greene, an analyst at management consulting firm Gartner.

Perplexity AI’s new shopping feature allows users to enter search queries such as “best phone case” and to receive answers derived from various sources, including Amazon and other retailers, such as Best Buy. Perplexity also invited retailers to share data about their products and said those that do would have an increased chance of having their items recommended to shoppers.

But Perplexity CEO Aravind Srinivas, suggested in a recent interview with Fortune magazine that he didn’t know how the new shopping feature recommended products to customers. But in an interview with the AP, Chief Business Officer Dmitry Shevelenko pushed back on that characterization, saying Srinivas’ comment “was probably taken out of context.”

The context, he said, is that with generative AI technology “You can’t know in advance exactly what the output will be just based off of knowing what the inputs” are from the training materials.

Shevelenko said retailers and brands need to know they can’t have their products recommended in Perplexity’s search engine because they’re “jamming key words” into their websites or using different techniques to show up better on search results

“The way you show up in an answer is by having a better product and better features,” he said.

Maine Non Profit

 "Resurrection is that process that begins with the self-accusing spirit and does not end until we become one in perfect harmony or peace with Allah and His creation."

MFWF furnished a donation of $12,740 to Undue Medical Debt, a 501(c)(3) group formed by former collections executives, which bought the $1.85 million in debts; such debt is sold at pennies on the dollar.

The recipients, spread all over Maine, were people who live four times below the Federal Poverty Level or for whom medical debt totals more than 5% of their annual income.

"We can't turn back the clock for these people, but we had to do something," Evan LeBrun, MFWF's executive director, said in a statement.

"This is just a drop in the bucket," he added. "Now, it's up to our lawmakers to make healthcare affordable for everyone in our state and to eliminate medical debt."

MFWF has worked on healthcare affordability issues since 2021 and medical debt since last year, a representative told Common Dreams. The group recently released a series of videos on the topic based on interviews conducted around Maine.

Undue Medical Debt formed in 2014 following inspiration from debt cancellation projects undertaken by Occupy Wall Street participants, including activist-intellectuals such as Astra Taylor and David Graeber. The nonprofit, which drew donor attention after it was featured by comedian John Oliver on his HBO show in 2016, has now canceled nearly $15 billion in medical debt, according to its website. Oliver himself made a contribution to the group, which was previously known as R.I.P. Medical Debt.

Nationwide, nearly 100 million people are dealing with unpaid medical bills, according to federal data.

The push for change in the field of medical debt has yielded a series of small victories. Last year, the three major consumer report agencies—Equifax, Experian, and TransUnion—stopped including medical debts below $500 on their credit reports, according to the Consumer Financial Protection Bureau. In June, the CFPB moved to ban all medical debt from credit reports, drawing praise from progressives such as Sen. Bernie Sanders (I-Vt.).

Vice President Kamala Harris, the Democratic presidential nominee, has pushed medical debt cancellation in her current role and pledged, as part of her economic agenda, to work with states to states to cancel more debt if she wins in November.

A working paper published by the National Bureau of Economic Research in April called into question the premise of Undue's work, finding that recipients of debt relief had no better credit scores or mental health than a control group. A co-author said the results had "disappointed" the researchers.

However, research has shown strong benefits to other forms of debt relief, and a 2023 survey conducted by Undue and other groups did show that medical debt negatively affected mental health for most people and caused 42% to delay further medical care.

Medical debt disproportionately affects people who are poor, Black, or disabled, according to Peterson-KFF Health System Tracker. About 3 million Americans have more than $10,000 in medical debt.

One is a woman named Kim, a resident of Old Town, Maine, whom MFWF interviewed in a recent video. She lives off of $26,200 per year and has roughly $2 million in debt, thanks to her fight with Addison's disease, a chronic endocrine disorder.

"I am really hoping that someone sees what is actually happening out there," she said. "God, I hope so."

Efforts to address the issue at the Maine state level have achieved mixed success. A modest reform bill that prevents debt accrual on medical debt did pass in Augusta in April.

43% Wage Hike

 

Rep. Pramila Jayapal (D-Wash.), ch

After seven weeks on strike, Boeing workers voted Monday to ratify a new contract that includes a 43.65% wage increase over four years—a significant improvement over the 25% increase that the aerospace giant offered in September.

Members of the International Association of Machinists and Aerospace Workers (IAM) Districts 751 and W24 approved the contract in a 59%-41% vote around two weeks after rejecting a tentative deal that called for a 35% pay increase over a four-year period.

The contract approved by workers also includes a $12,000 ratification bonus, improvements to retirement and healthcare benefits, and improved overtime rules.

"Strikes work," labor journalist Kim Kelly wrote in response to the contract vote.

Jon Holden and Brandon Bryant, respectively the presidents of IAM District 751 and W24, said in a joint statement that "working people know what it’s like when a company overreaches and takes away more than is fair."

"Through this strike and the resulting victory, frontline workers at Boeing have done their part to begin rebalancing the scales in favor of the middle class—and in doing so, we hope to inspire other workers in our industry and beyond to continue standing up for justice at work," said Holden and Bryant. "Through this victory and the strike that made it possible, IAM members have taken a stand for respect and fair wages in the workplace."

"Livable wages and benefits that can support a family are essential—not optional—and this strike underscored that reality," they added. "This contract will have a positive and generational impact on the lives of workers at Boeing and their families. We hope these gains inspire other workers to organize and join a union. Frontline Boeing workers have used their voices, their collective power, and their solidarity to do what is right, to stand up for what is fair—and to win."

IAM's international president, Brian Bryant, called the contract "a new standard in the aerospace industry—one that sends a clear statement that aerospace jobs must be middle-class careers in which workers can thrive."

"Workers in the aerospace industry, led by the IAM—the most powerful aerospace union in the world—will not settle for anything less than the respect and family-sustaining wages and benefits they need and deserve," said Bryant. "This agreement reflects the positive results of workers sticking together, participating in workplace democracy, and demonstrating solidarity with each other and with the community during a necessary and effective strike."

Rep. Pramila Jayapal (D-Wash.), chair of the Congressional Progressive Caucus and an outspoken supporter of the Boeing strike, congratulated IAM members on Monday "for winning a hard-fought victory."

"I also congratulate Machinists President Jon Holden as well as Boeing CEO Kelly Ortberg for working to reach a deal that ensures Boeing will continue to build quality planes that contribute to our country's security and mobility while valuing and respecting the fact that there is no Boeing without the IAM," Jayapal said in a statement.

As did the union leadership in their remarks, Jayapal specifically thanked Acting Labor Secretary Julie Su of the Biden administration for helping secure the deal, citing "skilled leadership" that brought "both parties to the table and to an agreement."

Republicans in Congress

 

 A tax break for millionaires, and almost everyone else.

An end to the COVID-19-era government subsidies that some Americans have used to purchase health insurance.

Limits to food stamps, including for women and children, and other safety net programs. Rollbacks to Biden-era green energy programs. Mass deportations. Government job cuts to “drain the swamp.”

Having won the election and sweeping to power, Republicans are planning an ambitious 100-day agenda with President-elect Donald Trump in the White House and GOP lawmakers in a congressional majority to accomplish their policy goals.

Atop the list is the plan to renew some $4 trillion in expiring GOP tax cuts, a signature domestic achievement of Trump’s first term and an issue that may define his return to the White House.

“What we’re focused on right now is being ready, Day 1,” said House Majority Leader Steve Scalise, R-La., after meeting recently with GOP colleagues to map out the road ahead.

The policies emerging will revive long-running debates about America’s priorities, its gaping income inequities and the proper size and scope of its government, especially in the face of mounting federal deficits now approaching $2 trillion a year.

The discussions will test whether Trump and his Republican allies can achieve the kinds of real-world outcomes wanted, needed or supported when voters gave the party control of Congress and the White House.

“The past is really prologue here,” said Lindsay Owens, executive director of the Groundwork Collaborative, recalling the 2017 tax debate.

Trump’s first term became defined by those tax cuts, which were approved by Republicans in Congress and signed into law only after their initial campaign promise to “repeal and replace” Democratic President Barack Obama’s health care law sputtered, failing with the famous thumbs-down vote by then-Sen. John McCain, R-Ariz.

The GOP majority in Congress quickly pivoted to tax cuts, assembling and approving the multitrillion-dollar package by year’s end.

In the time since Trump signed those cuts into law, the big benefits have accrued to higher-income households. The top 1 percent — those making nearly $1 million and above — received about a $60,000 income tax cut, while those with lower incomes got as little as a few hundred dollars, according to the Tax Policy Center and other groups. Some people ended up paying about the same.

“The big economic story in the U.S. is soaring income inequality,” said Owens. “And that is actually, interestingly, a tax story.”

In preparation for Trump’s return, Republicans in Congress have been meeting privately for months and with the president-elect to go over proposals to extend and enhance those tax breaks, some of which would otherwise expire in 2025.

That means keeping in place various tax brackets and a standardized deduction for individual earners, along with the existing rates for so-called pass-through entities such as law firms, doctors’ offices or businesses that take their earnings as individual income.

Typically, the price tag for the tax cuts would be prohibitive. The Congressional Budget Office estimates that keeping the expiring provisions in place would add some $4 trillion to deficits over a decade.

Adding to that, Trump wants to include his own priorities in the tax package, including lowering the corporate rate, now at 21% from the 2017 law, to 15%, and doing away with individual taxes on tips and overtime pay.

But Avik Roy, president of the Foundation for Research on Equal Opportunity, said blaming the tax cuts for the nation’s income inequality is “just nonsense” because tax filers up and down the income ladder benefited. He instead points to other factors, including the Federal Reserve’s historically low interest rates that enable borrowing, including for the wealthy, on the cheap.

“Americans don’t care if Elon Musk is rich,” Roy said. “What they care about is, what are you doing to make their lives better?”

Typically, lawmakers want the cost of a policy change to be offset by budget revenue or reductions elsewhere. But in this case, there’s almost no agreed-upon revenue raisers or spending cuts in the annual $6 trillion budget that could cover such a whopping price tag.

Instead, some Republicans have argued that the tax breaks will pay for themselves, with the trickle-down revenue from potential economic growth. Trump’s tariffs floated this past week could provide another source of offsetting revenue.

Some Republicans argue there’s precedent for simply extending the tax cuts without offsetting the costs because they are not new changes but existing federal policy.

“If you’re just extending current law, we’re not raising taxes or lowering taxes,” said Sen. Mike Crapo, R-Idaho, the incoming chairman of the Senate Finance Committee, on Fox News.

He said the criticism that tax cuts would add to the deficit is “ridiculous.” There is a difference between taxes and spending, he said, “and we just have to get that message out to America.”

At the same time, the new Congress will also be considering spending reductions, particularly to food stamps and health care programs, goals long sought by conservatives as part of the annual appropriations process.

One cut is almost certain to fall on the COVID-19-era subsidy that helps defray the cost of health insurance for people who buy their own policies via the Affordable Care Act exchange.

The extra health care subsidies were extended through 2025 in Democratic President Joe Biden’s Inflation Reduction Act, which also includes various green energy tax breaks that Republicans want to roll back.

The House Democratic leader, Rep. Hakeem Jeffries of New York, scoffed at the Republican claim that they’ve won “some big, massive mandate” — when in fact, the House Democrats and Republicans essentially fought to a draw in the November election, with the GOP eking out a narrow majority.

“This notion about some mandate to make massive, far-right extreme policy changes, it doesn’t exist — it doesn’t exist,” Jeffries said.

Republicans are planning to use a budgetary process, called reconciliation, that allows majority passage in Congress, essentially along party lines, without the threat of a filibuster in the Senate that can stall out a bill’s advance unless 60 of the 100 senators agree.

It’s the same process Democrats have used when they had the power in Washington to approve the Inflation Reduction Act and Obama’s health care law over GOP objections.

Republicans have been here before with Trump and control of Congress, which is no guarantee they will be able to accomplish their goals, particularly in the face of resistance from Democrats.

Still, House Speaker Mike Johnson, R-La., who has been working closely with Trump on the agenda, has promised a “breakneck” pace in the first 100 days “because we have a lot to fix.”

Shopping on Shein & Temu

 Shopping on Temu can feel like playing an arcade game. Instead of using a joystick-controlled claw to grab a toy, visitors to the online marketplace maneuver their computer mouses or cellphone screens to browse colorful gadgets, accessories and trinkets with prices that look too good to refuse.

A pop-up spinning wheel offers the chance to win a coupon. Rotating captions warn that a less than $2 camouflage print balaclava and a $1.23 skeleton hand back scratcher are “Almost sold out.” A flame symbol indicates a $9.69 plush cat print hoodie is selling fast. A timed-down selection of discounted items adds to the sense of urgency.

Welcome to the new online world of impulse buying, a place of guilty pleasures where the selection is vast, every day is Cyber Monday, and an instant dopamine hit that will have faded by the time your package arrives is always just a click away.

By all accounts, we’re living in an accelerating age for consumerism, one that Temu, which is owned by the Chinese e-commerce company PDD Holdings, and Shein, its fierce rival, supercharged with social media savvy and an interminable assortment of cheap goods, most shipped directly from merchants in China based on real-time demand.

The business models of the two platforms, coupled with avalanches of digital or influencer advertising, have enabled them to give Western retailers a run for their money this holiday shopping season.

Software company Salesforce said it expects roughly one in five online purchases in the U.S., the United Kingdom, Australia and Canada to be made through four online marketplaces based or founded in Asia: Shein, Temu, TikTok Shop - the e-commerce arm of video-sharing platform TikTok - and AliExpress.

Analysts with Salesforce said they are expected to pull in roughly $160 billion in global sales outside of China. Most of the sales will go to Temu and Shein, a privately held company which is thought to lead the worldwide fast fashion market in revenue.

Lisa Xiaoli Neville, a nonprofit manager who lives in Los Angeles, is sold on Shein. The bedroom of her home is stocked with jeans, shoes, press-on nails and other items from the ultra-fast fashion retailer, all of which she amassed after getting on the platform to purchase a $2 pair of earrings she saw in a Facebook ad.

Neville, 46, estimates she spends at least $75 a month on products from Shein. A $2 eggshell opener, a portable apple peeler and an apple corer - both costing less than $5 - are among the quirky, single-use kitchen tools taking up drawer space. She acknowledges she doesn’t need them because she “doesn’t even cook like that.” Plus, she’s allergic to apples.

“I won’t eat apples. It will kill me,” Neville said, laughing. “But I still want the coring thing.”

Shein, now based in Singapore, uses some of the same web design features as Temu’s, such as pop-up coupons and ads, to persuade shoppers to keep clicking, but it appears a bit more restrained in its approach.

Shein primarily targets young women through partnerships with social media influencers. Searching the company’s name on video platforms turns up creators promoting Shein’s Black Friday sales event and displaying the dozens of of trendy clothes and accessories they got for comparatively little money.

But the Shein-focused content also includes videos of TikTokers saying they’re embarrassed to admit they shopped there and critics lashing out at fans for not taking into account the environmental harms or potential labor abuses associated with products that are churned out and shipped worldwide at a speedy pace.

Neville has already picked out holiday gifts for family and friends from the site. Most of the products in her online cart cost under $10, including graphic T-shirts she intends to buy for her son and jeans and loafers for her daughter. All told, she plans to spend about $200 on gifts, significantly less than $500 she used to shell out at other stores in prior years.

“The visuals just make you want to spend more money,” she said, referring to the clothes on Shein’s site. “They’re very cheap and everything is just so cute.”

Unlike Shein, Temu’s appeal cuts across age groups and gender. The platform is the world’s second most-visited online shopping site, software company Similarweb reported in September. Customers go there looking for practical items like doormats and silly products like a whiskey flask shaped like a vintage cellphone from the 1990s.

Temu advertised Black Friday bargains for some items at upwards of 70% off the recommended retail price. Making a purchase can quickly result in receiving dozens of emails offering free giveaways. The caveat: customers have to buy more products.

Ellen Flowers, 36, a lifestyle blogger who lives in Dallas, recently decided to pair a $3,500 dining table with $25 dining chairs from Temu to save money. She’s also purchased clothes from Temu. The quality or fit wasn’t always always great, so Flowers donated some unwanted pieces to thrift stores to avoid paying return shipping fees that would cost almost as much as the clothes.

Flowers planned to buy stocking stuffers on Temu as well as baubles for an ornament-swapping party in early December. She also wanted to buy necklaces and bracelets for an activity at her 5-year-old niece’s upcoming birthday party.

“I love buying my nieces presents,” Flowers says. “Since they’re young, they don’t need the Louis Vuitton handbag. I can give them a cute handbag from Temu. Then they’ll lose interest in a month and I’ll buy them another one.”

Despite their rise, Temu and Shein have proven particularly ripe for pushback. Last year, a coalition of unnamed brands and organizations launched a campaign to oppose Shein in Washington. U.S. lawmakers also have raised the possibility that Temu is allowing goods made with forced labor to enter the country.

More recently, the Biden administration put forward rules that would crack down on a trade rule known as the de minimis exception, which has allowed a lot of cheap products to come into the U.S. duty-free. President-elect Donald Trump is expected to slap high tariffs on goods from China, a move that would likely raise prices and across the retail world.

Both Shein and Temu have set up warehouses in the U.S. to speed up delivery times and help them better compete with Amazon, which is trying to erode their price advantage through a new storefront that also ships products directly from China.

Meanwhile, Temu is onboarding Chinese merchants to store inventory in the U.S., a move that would allow the company to not be as exposed to changes around the de minimus trade rule, said Juozas Kaziukenas, founder of e-commerce intelligence firm Marketplace Pulse.

The change comes as both Shein and Temu are attempting to expand beyond the bargain-hungry shoppers who popularized their platforms. Temu is allowing sellers to ship products to customers from local U.S. warehouses and says the move will allow it to sell larger items like furniture as it expands its selection of big-ticket items.

Meanwhile, American children’s clothing retailer The Children’s Place signed a deal last month to distribute its products through Shein’s platform. Last year, Shein went into business with women’s fashion retailer Forever 21. It has been working to recruit other brands and reportedly has hopes of getting listed on the London Stock Exchange.

Our Favorite Catalogs

 

PORTLAND, Alb Micky — Honey, they shrunk the catalogs.

While retailers hope to go big this holiday season, customers may notice that the printed gift guides arriving in their mailboxes are smaller.

Many of the millions of catalogs getting sent to U.S. homes were indeed scaled down to save on postage and paper, resulting in pint-sized editions. Lands’ End, Duluth Trading Company and Hammacher Schlemmer are among gift purveyors using smaller editions. Some retailers are saving even more money with postcards.

Lisa Ayoob, a tech-savvy, online shopper in Portland, Maine, was surprised by the size of a recent catalog she received from outdoor apparel company Carbon2Cobalt.

“It almost felt like it was a pamphlet compared to a catalog,” she said.

Catalogs have undergone a steady recalibration over the years in response to technological changes and consumer behavior. The thick, heavy Sears and J.C. Penney catalogs that brought store displays to American living rooms slimmed down and gave way to targeted mailings once websites could do the same thing. Recent postal rate increases accelerated the latest shift to compact formats.

The number of catalogs mailed each year dropped about 40% between 2006 to 2018, when an estimated 11.5 billion were mailed to homes, according to the trade group formerly known as the American Catalog Mailers Association. In a sign of the times, the group based in Washington rebranded itself in May as the American Commerce Marketing Association, reflecting a broadened focus.

But don’t expect catalogs to go the way of dinosaurs yet. Defying predictions of doom, they have managed to remain relevant in the e-commerce era. Retail companies found that could treat catalogs with fewer pages as a marketing tool and include QR and promo codes to entice customers to browse online and complete a purchase.

Despite no longer carrying an extended inventory of goods, catalogs are costly to produce and ship. But they hold their own in value because of growing digital advertising costs, helping retailers cut through the noise for consumers barraged by multi-format advertisements, industry officials say.

In an unlikely twist, notable e-commerce companies like Amazon and home goods supplier Wayfair started distributing catalogs in recent years. Amazon began mailing a toy catalog in 2018. That was the same year Sears, which produced an annual Christmas Wish Book Wish starting in 1933, filed for bankruptc y.

Fans of printed information may rejoice to hear that apparel retailer J.Crew relaunched its glossy catalog this year.

Research shows that the hands-on experience of thumbing through a catalog leaves a greater impression on consumers, said Jonathan Zhang, a professor of marketing at Colorado State University.

“The reason why these paper formats are so effective is that our human brains haven’t evolved as fast as technology and computers over the past 10 to 20 years. We retain more information when we read something on paper. That’s why paper books remain relevant,” Zhang said. “The psychology shows that three-dimensional, tactile experiences are more memorable.”

Pint-sized presentations still can work, though, because the purpose of catalogs these days is simply to get customers’ attention, Zhang said. Conserving paper also works better with younger consumers who are worried about the holiday shopping season’s impact on the planet, he said.

Postal increases are hastening changes. The latest round of postage hikes in July included the category with the 8.5-by-11-inch size that used to be ubiquitous for the catalog industry.

Many retailers responded by reducing the size of catalogs, putting them in a lower-cost letter category, said Paul Miller, executive vice president and managing director of the American Commerce Marketing Association. One size, called a “slim jim,” measures 10.5 by 5.5 inches. But there other sizes. Some retailers have further reduced costs by mailing large postcards to consumers.

Lands’ End, for one, is testing new compact formats to supplement its traditional catalogs. This year, that included folded glossy brochures and postcards, along with other formats, Chief Transformation Officer Angie Rieger said.

Maine resident Ayoob said she understands why retailers still use catalogs even though she no longer is a fan of the format. These days, she prefers to browse for products on the internet, not by flipping through paper pages.

“Everybody wants eyeballs. There’s so much out there -- so many websites, so many brands,” said Ayoob, who spent 35 years working in department stores and in the wholesale industry.

Targeting customers at home is not a new concept. L.L. Bean was a pioneer of the mail-order catalog after its founder promoted his famous “Maine Hunting Shoe” to hunting license holders from out-of-state in 1912. The outdoor clothing and equipment company based in Freeport, Maine, is sticking to mailing out regular-sized catalogs for now.

“By showcasing our icons, the catalog became an icon itself,” L.L. Bean spokesperson Amanda Hannah said. “Even as we invest more in our digital and brand marketing channels, the catalog retains a strong association with our brand, and is therefore an important part of our omni-channel strategy, especially for our loyal customers.”

Trudeau Returns Home

  

Canadian Prime Minister Justin Trudeau returned home Saturday after his meeting with Donald Trump without assurances the president-elect will back away from threatened tariffs on all products from the major American trading partner. Trump called the talks “productive” but signaled no retreat from a pledge that Canada says unfairly lumps it in with Mexico over the flow of drugs and migrants into the United States.

After the leaders’ hastily arranged dinner Friday night at Trump’s Mar-a-Lago club in Florida, Trudeau spoke of “an excellent conversation” and said in a post later Saturday on X, accompanied by a photo of the two men seated a table and smiling, that he looked forward to “the work we can do together, again.” Trump said earlier on Truth Social that they discussed “many important topics that will require both Countries to work together to address.”

For issues in need of such cooperation, Trump cited fentanyl and the “Drug Crisis that has decimated so many lives as a result of Illegal Immigration,” fair trade deals “that do not jeopardize American Workers” and the U.S. trade deficit with its ally to the north.

Trump asserted that the prime minister had made “a commitment to work with us to end this terrible devastation” of American families from fentanyl from China reaching the United States through its neighbors. The U.S., he said, “will no longer sit idly by as our Citizens become victims to the scourge of this Drug Epidemic.”

The Republican president-elect has threatened to impose a 25% tax on all products entering the U.S. from Canada and Mexico as one of his first executive orders when he takes office in January.

U.S. customs agents seized 43 pounds of fentanyl at the Canadian border last fiscal year, compared with 21,100 pounds at the Mexican border. On immigration, the U.S. Border Patrol made 56,530 arrests at the Mexican border in October alone and 23,721 arrests at the Canadian border between October 2023 and September 2024 — and Canadian officials say they are ready to make new investments in border security.

Trudeau called Trump after the Republican’s social media posts about the tariffs last Monday and they agreed to meet, according to a official familiar with the matter who was not authorized to publicly discuss detail of the private talks. The official said other countries are calling Canadian officials to hear how about how the meeting was arranged and to ask for advice.

Mexican President Claudia Sheinbaum, after speaking with Trump on the telephone, said Thursday she was confident a tariff war with Washington would be averted.

At the dinner that was said to last three hours, Trump said he and Trudeau also discussed energy, trade and the Arctic. A second official cited defense, Ukraine, NATO, China, the Mideast, pipelines and the Group of Seven meeting in Canada next year as other issues that arose.

Trudeau’s office said in a statement that the leaders “shared a productive wide-ranging discussion” centering on “collaboration and strengthening our relationship,” adding, “As Canada’s closest friend and ally, the United States is our key partner, and we are committed to working together in the interests of Canadians and Americans.”

Trump, during his first term as president, once called Trudeau “weak” and “dishonest,” but it was the prime minister who was the first G7 leader to visit Trump since the Nov. 5 election.

“Tariffs are a crucial issue for Canada and a bold move was in order. Perhaps it was a risk, but a risk worth taking,” Daniel Béland, a political science professor at McGill University in Montreal.

Trudeau had said before leaving from Friday that Trump was elected because he promised to bring down the cost of groceries but now was talking about adding 25% to the cost of all kinds of products, including potatoes from Prince Edward Island in Atlantic Canada.

“It is important to understand that Donald Trump, when he makes statements like that, he plans on carrying them out. There’s no question about it,” Trudeau said.

“Our responsibility is to point out that he would not just be harming Canadians, who work so well with the United States, but he would actually be raising prices for Americans citizens as well and hurting American industry and business,” he added.

The threatened tariffs could essentially blow up the North American trade pact that Trump’s team negotiated during his first term. Trudeau noted they were able to successfully renegotiate the deal, which he calls a “win win” for both countries.

When Trump imposed higher tariffs as president, other countries responded with retaliatory tariffs of their own. Canada, for instance, announced billions of new duties in 2018 against the U.S. in a response to new taxes on Canadian steel and aluminum.

Canada is the top export destination for 36 U.S. states. Nearly $3.6 billion Canadian (US $2.7 billion) worth of goods and services cross the border each day.

About 60% of U.S. crude oil imports are from Canada, and 85% of U.S. electricity imports are from Canada.

Canada is also the largest foreign supplier of steel, aluminum and uranium to the U.S. and has 34 critical minerals and metals that the Pentagon is eager for and investing in for national security.

Canada is one of the most trade-dependent countries in the world, and 77% of Canada’s exports go to the U.S.