TikTok Shop美区7月消费超Target，市场份额一年跳涨66.7%
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<div class="ce-paragraph cdx-block ce-paragraph--left">Consumer Edge最新信用卡与借记卡交易分析显示，TikTok Shop美国站7月线上消费额已超越Target、Costco与Home Depot等传统零售巨头，市场份额从一年前1.2%攀升至2%，同比增幅达66.7%，虽仍不足沃尔玛三分之一、远逊亚马逊35%的统治级占比，但已稳居中型平台前列。平台增长逻辑正从“拉新冲量”转向“高频复购”——二季度仅占买家5%的“20次以上高频用户”贡献了30%的总消费额，且35岁以上成熟客群成为同比增速最快的年龄层，叠加三星、迪士尼、拉尔夫·劳伦等知名品牌入驻及去年黑五网一周内5亿美元GMV的爆发力，TikTok Shop正借“内容种草+品牌自播+节点大促”三重引擎，从Z世代试验场向全年龄段主流电商渠道跃迁。</div>
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