Receipt
Filed August 15, 2026
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.
Original source
Business InsiderFrom the High Caliber AI network — see the AI for PR module in the course.
