Receipt

    Filed August 15, 2026

    Called it.

    The short version

    Eric Seufert predicted on January 10, 2024: “This is a short-term shock, and the platforms shouldn't get used to it. … While he expects Shein and Temu to continue aggressively spending on advertising throughout 2024, he expects a plateau or decline in 2025 because their marketplace sales are contingent on aggressive advertising.” Verdict: Called it. Seufert predicted a plateau or…

    Prediction by

    Eric Seufert

    On January 10, 2024

    This is a short-term shock, and the platforms shouldn't get used to it. … While he expects Shein and Temu to continue aggressively spending on advertising throughout 2024, he expects a plateau or decline in 2025 because their marketplace sales are contingent on aggressive advertising.

    Follow-up

    Seufert predicted a plateau or decline in 2025 after aggressive spending in 2024, stating the surge was a 'short-term shock'. Subsequent reporting in 2025-2026 indicated normalization of spending, aligning with his forecast that the growth would not be continuously rising.

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