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Most “leavers” are opening side stores. Black Friday combos, TikTok seeding that feeds Amazon, DTC that often diverts cash not volume—when order, profit, and risk diversion each hold.
Aug 12, 2026
In 2026 TikTok Shop lifted U.S. referral fees from 6% toward ~8% on many non-food categories—effective dates and category tables differ by source. Two extra points plus affiliates and content costs close the early arbitrage window; SKU-level unit economics matter again.
Aug 12, 2026
Q2 GMV hit $115.6B with 34% revenue growth—five straight 30%+ quarters. AI-referred traffic tripled, yet search still holds ~one-third of sessions and grows. DTC is compounding; the door changed.
Aug 12, 2026
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