Cross-border Daily Briefing 2026-10-27

📋 Cross-border Seller Daily | 2026-10-27

⏰ 30-Second Overview

• •TEMU mandates that all products provide UK/EU Authorized Representative (UK REP/EU REP); non-compliance may lead to product removal
• •US tariff surge of 104%, some competitors are cutting prices to grab volume, requiring immediate profit model recalculation
• •TikTok Shop has intensively raised commission rates across multiple Southeast Asia sites, with skincare category up to 14.04%
• •Amazon reportedly sent warning letters forcing sellers to "choose one platform"; multi-platform pricing strategy requires caution
• •TikTok Shop Black Friday registration deadline is October 31; POP merchants must confirm today

🔴 Key Focus

TEMU Mandates All Products to Provide UK/EU Authorized Representatives

TEMU requires all products on the platform to be bound to UK and EU authorized representatives (UK REP/EU REP); otherwise products may be removed. This affects all TEMU sellers, especially white-label sellers without UK/EU REP qualifications who will be hit first. Immediately contact compliance service providers to register UK/EU REP and complete the information back-fill in the backend; sellers with existing qualifications should verify validity period and binding scope.

⏰ Recommended to complete within this week

Tariff Surge of 104%, Three Self-Rescue Paths for US Sellers

The US has significantly raised tariffs on Chinese goods, sharply increasing costs for US-based sellers. At the same time, some competitors are cutting prices to grab volume, squeezing profit margins from both directions. Sellers whose main market is the US must act immediately: ① Recalculate after-tax profit SKU by SKU and cut loss-making products; ② Assess room for price increases and prioritize protecting core best-sellers; ③ Shift some production capacity to Southeast Asian supply chains or the US-Mexico border (e.g., Kuehne+Nagel's Laredo logistics center) to reduce tariff exposure. Do not blindly follow price cuts; calculate your break-even line before making decisions.

TikTok Shop Malaysia Commission Adjustment, Skincare Category Rises to 14.04%

TikTok Shop Malaysia has raised the skincare category commission to 14.04%. Combined with the Philippines site's lifestyle category service fee rising to 1.5% and Singapore site's requirement that regulated goods fill in Safety Mark numbers, costs across Southeast Asian sites are rising simultaneously and compliance is tightening. Skincare sellers should recalculate gross profit for each site, consider removing low-margin SKUs from paid traffic; also check whether regulated goods on the Singapore site have been supplemented with Safety Mark numbers to avoid removal.

⏰ Singapore site compliance self-check recommended within 3 days

Amazon Reportedly Sends Warning Letters Forcing Sellers to "Choose One Platform"

Amazon has reportedly sent warning letters to sellers, requiring them not to sell the same products at lower prices on other platforms. This means sellers with multi-platform layouts face compliance risks in pricing strategy. It is recommended to immediately check same-SKU pricing across platforms, ensure that Amazon's on-site price is not higher than other channels (or at least does not constitute obvious evidence of "low-price outflow"); if you have received a warning letter, prioritize confirming the specific violation through customer service channels to avoid direct confrontation that could lead to account risk.

Shopee Thailand Global Selling Program Fees to Increase from October 30

Shopee Thailand's proactive Global Selling Program fees are about to increase, and operating costs will rise. Thailand site sellers should recalculate profit for each SKU before the price adjustment takes effect, and absorb costs by combining logistics solutions (e.g., whether to switch to overseas warehouses, adjust first-leg shipping); for tail SKUs with already thin profits, consider shrinking or exiting the program.

⏰ Effective October 30

Amazon US Site Mandates Dangerous Goods Compliance Questionnaire for Four Major Categories Starting Today

Amazon US requires sellers in four major categories to immediately complete the dangerous goods compliance questionnaire; failure to do so will affect product listings. Sellers in beauty, personal care, battery-containing products, chemical products, etc. must log in to Seller Central today to check if there is a pending questionnaire and submit SDS and other compliance documents as required to avoid listing suspension.

⏰ Effective today, recommended to complete within 24 hours

TikTok Shop Philippines Raises Lifestyle Category Seller Growth Service Fee to 1.5%

The Philippines site's lifestyle category service fee has been raised to 1.5%, directly squeezing gross profit for sellers in this category. It is recommended to recalculate pricing, and optimize commission and influencer cost structure by combining the share of influencer-driven sales (refer to the home basketball hoop case where influencers contributed 82% of sales), and assess whether to pass some costs to selling prices.

TikTok Shop Singapore Mandates Regulated Goods to Fill in Safety Mark Numbers

Singapore site requires regulated goods to fill in Safety Mark numbers, otherwise they may be removed. Sellers in categories such as electronics, toys, cosmetics, etc. should immediately check the Singapore regulated goods list, confirm whether their SKUs are included, and prepare corresponding certification documents to complete the filling, to avoid sales interruption.

⏰ Recommended to complete within this week

TikTok Shop Adjusts Commissions, Skincare Category to Rise to 14% (Malaysian Chamber Calls for Suspension)

TikTok Shop has simultaneously adjusted commission structures across multiple Southeast Asian sites, with skincare rising to 14.04%. The Malaysian Chamber of Commerce has called for a suspension but there has been no official response yet. Sellers should handle it according to the principle of "immediately implement for sites where it has taken effect, reserve buffer for sites not yet effective": immediately recalculate profit and adjust pricing for Malaysia and Philippines sites; also reserve a plan for further commission increases to avoid being passive.

📌 Worth Noting

Platform Updates

• •TikTok Shop US autumn promotion concluded, cross-border POP average daily GMV grew nearly 2x — Content e-commerce momentum continues; can increase content seeding investment before Black Friday (AMZ123)
• •TikTok Shop US further opens graphic/video cart permissions — Lower threshold for image-based product promotion; small and medium sellers can test at low cost (CifNews Cross-border - TikTok)
• •TikTok Search Ads officially launched, test sellers' conversion rate increased 6x — Seize keyword traffic entry; recommend testing with small budget (CifNews Cross-border - TikTok)
• •SHEIN's three onboarding models explained — Supplier/OBM/Platform models, choose based on your own supply chain capabilities (CifNews Cross-border)
• •Etsy bans AI-generated listings, requires unedited photos — Etsy sellers need to adjust image compliance strategies (PPC.land)

Compliance Regulations

• •India GST e-commerce seller reform takes effect November 1 — Approximately 950,000 small sellers in the Indian market benefit, compliance process simplified (AMZ123)
• •Thailand plans to strengthen seller identity verification, promote government data API connectivity — Registration information must be true and complete, prepare certification documents in advance (AMZ123)
• •Brazil zeroes federal tax on cross-border parcels under $50, has been legislated — Brazil's small parcel free shipping model is favorable, can increase layout (AMZ123)
• •Ghana from October 15 imposes real-time withholding of 20% tax on cross-border digital services — Sellers involved in African digital services should pay attention to tax changes (AMZ123)

Logistics and Warehousing

• •Ozon to switch all to self-operated OGL from November 1, discontinuing partner channels — Ozon sellers need to adjust logistics plans before switch date, pay attention to peak season timeliness (AMZ123)
• •Kuehne+Nagel invests in and operates an 853,000 sq ft cross-border logistics center at the US-Mexico border — Provides new hub option for nearshore supply chain (AMZ123)
• •Shopee Korea partners with Hyundai Glovis to launch one-stop logistics for cosmetics exports — Cosmetics sellers can pay attention to Korea dispatch link (AMZ123)

Marketing and Promotion

• •Google allows Shopping/PMax ad ROAS targets to be reduced by up to 30% — Flexibly control ad spend, recommend small-scale testing of new tolerance (PPC.land)
• •TikTok ad account setup guide published — New sellers can refer to account opening and setup process (PPC.land)
• •Home basketball hoop TikTok US 28-day GMV reached 1.44 million yuan, influencers contributed 82% — High-price product influencer-driven sales model verified effective (TT123)

Market Trends

• •TikTok Shop Black Friday timeline set, POP merchants must complete registration before October 31 — Registration window about to close, must confirm today (TT123)
• •Japan e-commerce penetration rate only 9.8%, growth space to be released — Japan site localized product opportunities worth attention (TT123)
• •Chinese brand overseas strategy shift: from rapid expansion to single-store efficiency improvement — Focus on refined operations rather than blind store expansion (AMZ123)
• •CICC projects Latin America e-commerce scale to reach $310 billion by 2027, with MercadoLibre holding the top share — Latin America mid-to-long-term layout window (AMZ123)
• •Ant International and Sumitomo Mitsui Banking Corporation sign cross-border payment cooperation MOU — Cross-border payment costs expected to decline in the future (AMZ123)

💡 Today's Insight

Today's information focuses on the same signal: Platforms are collectively "tightening their purse strings" before the peak season—TikTok Shop raising commissions across multiple sites, TEMU enforcing compliance, Amazon's dangerous goods questionnaire and "choose one platform" warning letters—essentially all are platforms screening for sellers who can make money and comply before the big promotion. This means the week before Black Friday is not a window for volume rush, but a window for "clearing mines."

Suggested actions: ① Complete three things today—check TEMU UK/EU REP, fill in Amazon dangerous goods questionnaire, confirm TikTok Black Friday registration status; ② Recalculate all Southeast Asian site SKU profits with the latest adjusted commissions, and turn off ad budgets for loss-making products; ③ US sellers conduct a SKU-level profit review in response to the 104% tariff, don't be led by competitors' price cuts, first calculate your own bottom line.

Generated by AltoSea Intelligence | Covering 9 overseas information sources

👉 Full daily report: https://aitosea.ai/daily-reports/2026-10-27