Key stat: Temu and Shein ad impressions dropped to 0% as both retailers effectively cut off Google Shopping ad spend in April.

Beyond the chart:

• Temu’s daily active users dropped by 52% and Shein’s by 25% in May compared to March, according to Sensor Tower data reported by CNBC.
• Tariffs had a marked impact on Temu owner PDD’s earnings reported last week, which fell short of growth estimates.
• Ad impression data shows tariffs are creating a ripple effect impacting platforms like Google and Meta.

Use this chart: Marketers and platforms can use this chart to demonstrate the impact of tariffs beyond retail. Retailers can use it to demonstrate how competition is shifting.

• Impact of Tariffs on US Businesses (EMARKETER subscription required)
• Impact of Tariffs on Digital Advertising (EMARKETER subscription required)

Note: Data was provided to EMARKETER by Tinuiti. This data is being featured as part of our special coverage of the impact of tariffs.

Methodology: Data is from an April 2025 Tinuiti report. Data is based on anonymized performance data on Google Shopping.