GoodsFox Daily Insights – October 10, 2025: How Shenzhen’s Parthea Redefined DTC Growth
- Black Friday Spending Trends: Electronics Dominate as Shoppers Seek High-Value Deals
- Shenzhen Factory Parthea Hits $30M on TikTok, Becomes Top U.S. Women’s Fashion Brand
- EU to Double Steel Tariffs to 50% and Slash Duty-Free Quotas
- China Announces 2026 Grain and Cotton Tariff Quotas
- Austria’s Tractive Builds a $40M Pet Tech Empire Through Subscription Innovation
1. Black Friday Spending Trends: Electronics Dominate as Shoppers Seek High-Value Deals
A new Shopfully survey shows that 40% of German shoppers plan to buy high-priced items during Black Friday, and one-third will shop for Christmas gifts. Electronics top the demand list with a 70% mention rate, followed by apparel and home appliances. Over half of consumers plan to spend less than €200, blending online and in-store purchases. However, 35% distrust discount authenticity and avoid major promotions, while 22% have become more price-sensitive amid rising living costs. Meanwhile, 13% say inflation has reduced their motivation to shop altogether.
2. Shenzhen Factory Parthea Hits $30M on TikTok, Becomes Top U.S. Women’s Fashion Brand
Shenzhen-based manufacturer Parthea has transformed from an OEM factory into a TikTok-driven DTC powerhouse. Within just one year of launching on TikTok Shop, the brand achieved $30 million in annual sales and sold more than 810,000 units, ranking among the top women’s fashion brands in the U.S. market. Backed by years of ODM expertise, Parthea launched its self-owned label in 2023 through TikTok’s full-managed model, focusing on party dresses with accessible luxury pricing, inclusive sizing, and sustainable fabrics that resonate with women aged 18 to 35. Its marketing strategy centers on storytelling short videos, UGC-driven engagement, and a hybrid influencer network combining global and local creators — generating 85.3% of sales through creator-led commerce. By 2025, the brand expanded into the EU and Mexico with a “replicate and localize” approach, aiming to double revenue by 2026, setting a new benchmark for factory-to-brand transformation in the apparel industry.
3. EU to Double Steel Tariffs to 50% and Slash Duty-Free Quotas
The European Commission announced plans to raise steel import tariffs from 25% to 50% to safeguard domestic industries and jobs, while cutting duty-free import quotas by half. The new rules will replace the 2018 safeguard measures originally set to expire in 2026 and are expected to take effect by mid-2026. South Korea is among the most affected exporters, with its steel exports to the EU valued at $4.48 billion in 2024, slightly above its exports to the U.S. Unlike the U.S. flat tariff policy, the EU uses a quota system, but the reduction in quota levels will significantly increase costs for Korean steelmakers.
4. China Announces 2026 Grain and Cotton Tariff Quotas
China’s National Development and Reform Commission (NDRC) released the 2026 import quota plan for major agricultural commodities, including grain and cotton. The total cotton import quota is 894,000 tons, of which 33% is allocated to state trading. For grains, the quotas include 9.63 million tons for wheat, 7.2 million tons for corn, and 5.32 million tons for rice, each with varying proportions reserved for state trade. Non-state quotas are open to qualified enterprises or end users based on import performance and trade history, providing flexibility for private importers while maintaining control through state-trading mechanisms.
5. Austria’s Tractive Builds a $40M Pet Tech Empire Through Subscription Innovation
Riding the twin trends of “pet humanization” and “smart pet care,” Austrian brand Tractive has reached over $40 million in annual revenue and completed a Series A funding round. Its core product, a GPS tracker for cats and dogs, adopts a lightweight hardware plus mandatory subscription model, starting at €13 per month. This approach lowers first-purchase barriers while ensuring steady recurring income. With 88% of sales coming from DTC channels, Tractive fuels growth through SEO-driven content, UGC community engagement, and influencer reviews. Focusing on outdoor and adventure scenarios, it effectively addresses pet safety concerns and builds user trust. Today, Tractive stands as a leading case in the global pet tech market, balancing innovation, data-driven strategy, and brand loyalty.
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