Clarification! Temu US site shutting down fully hosted on September 30th? It's a rumor, and more importantly, a warning of transformation!

Recently, the cross-border e-commerce circle has been buzzing: "Temu US station to shut down full托管 domestic direct shipping on September 30th"! This has caused widespread operational anxiety among sellers.

To help merchants rationally avoid operational risks and overcome transformation pitfalls, we combine the platform's latest dynamics, European and American compliance policies, and frontline supply chain practical experience to objectively dissect the real background of this rumor and the platform's long-term transformation logic, and organize landing operational strategies that are suitable for the current situation.

Image source: Online media

I. Rumor debunking

Currently, the information circulating online about the US station's full托管 delisting on September 30th and the comprehensive shutdown of full托管 in Europe are all messages circulating within industry circles. As of now, there are no official announcements from Temu. The execution time, covered categories, and implementation details of related adjustments have not been clarified and do not constitute finalized implementation policies.

Therefore, sellers do not need to follow the trend and engage in panic clearing, low-price dumping, or store closures to stop losses. Blindly adjusting inventory and operational rhythm may lead to unnecessary product damage and financial losses.

Image source: Online media

It needs to be clarified that this round of rumors is not groundless; the information within the circles is highly unified.

From the policy trends over time, it can be seen that Temu's global strategic transformation trend is fully determined: the platform is systematically accelerating its iteration from a "full托管-led model" to a semi-托管 + localized fulfillment model, continuously weakening the weight of domestic direct shipping full托管, and forcing sellers to build independent fulfillment and refined operational capabilities. This is not a rumor, but an inevitable trend in platform development.

Image source: Online media

For the vast number of merchants, the core idea at present is not to wait and see to avoid risks, but to understand the differentiated rules of the European and American dual markets, lay out Y1 and Y2 compliant fulfillment channels in advance, and complete a smooth transition from a pure supply model to independent refined operations.

II. Differences in Temu Policies between European and American Markets

Most sellers tend to confuse the policies of European and American sites. In fact, there are significant differences in Temu's adjustment pace, compliance requirements, and fulfillment directions in the United States and Europe. Accurately distinguishing the rules of both regions is the premise for sellers to avoid risks and make reasonable plans.

1. US Market: Most aggressive tightening, but no definitive shutdown decision

The United States is the core region of this rumor and the market with the strongest policy tightening. As early as May 2025, Temu had already tightened the domestic air direct shipping channel for full consignor of conventional categories, retaining direct shipping rights only for niche customized categories.

Rumors suggest further tightening of full托管 (full custody/management) on September 30th. The core direction is to weaken domestic direct shipping, prioritize Y1 overseas warehouse local spot fulfillment, and improve user delivery times. However, as of now, there are no official implementation documents, so sellers do not need to halt operations or clear inventory in advance.

Image source: Online media

2. European market: No full托管 delisting, the core is compliance upgrade

Europe has never issued a blanket shutdown policy for full托管. The core adjustments this year are tariff and compliance new regulations: starting from July 2026, the 150 Euro small package duty-free policy will be canceled, a fixed tariff will be added, and merchant KYC compliance review will be strengthened.

The corresponding solution is also very clear: fully popularize the Y2 domestic direct shipping semi-托管 mode. No overseas inventory is needed, and light assets can adapt to new European rules, which is also the optimal choice for current European station sellers.

Image source: Online media

Addressing the differentiated policies of the European and American markets, Whalejet has established specialized Temu logistics links for Erjie, adapting to US localized fulfillment upgrades and new European compliance regulations.

The US line provides stable air freight capacity and compliant customs clearance channels, compatible with Y1 overseas warehouse stocking and Y2 domestic direct shipping. The EU line optimizes declaration logic and customs clearance solutions to adapt to new tariff rules, reduce inspection costs and compliance risks, and meet sellers' needs for segmented and refined shipping.

For Y2 air small parcel shipping, choose Erjie Whalejet. Scan the QR code to add a customer manager 👇

III. Core Reasons for Platform Adjustments

The iteration of market fulfillment models is not a short-term platform adjustment, but an inevitable result driven by multiple factors including policy environment, business models, industry competition, and global compliance. It is also a core action for Temu to move towards refined and sustainable operations.

1. The complete end of cross-border small parcel duty-free benefits

The full-hosted model can achieve low-price, high-volume sales, primarily relying on the benefits of small value duty-free policies in Europe and the US.

Now that the US has canceled the $800 small parcel duty-free limit and the EU has canceled the €150 duty-free quota, the platform can no longer bear the costs of tariffs, inspections, and compensation for a massive number of orders. The foundation of low-price survival for full-hosted is completely collapsed.

Image source: Online media

2. The platform is moving away from burning cash and towards profitability first

Previously, Temu's full-hosted model with zero commission and platform-covered logistics was maintained by subsidies for a long time, resulting in huge losses.

The platform officially adjusted its rules in 2026, adding a 5%-11% sales commission and launching a negative commission price difference deduction mechanism.

Transferring logistics fulfillment rights and responsibilities to sellers and prioritizing semi-托管 (semi-escrow/managed service) is the platform's core strategy for cost reduction, efficiency improvement, and profit realization.

3. Short delivery times necessitate model upgrades

Compared to Amazon's ultimate delivery speed of 2-3 days, Temu's full-托管 (full-escrow/managed service) domestic direct shipping with a delivery speed of 8-12 days has no competitive advantage.

Focusing on semi-托管 (semi-escrow/managed service) for Y1 domestic spot goods and Y2 compliant direct shipping can significantly shorten delivery times, enhance consumer experience, and broaden the platform's market for large items and premium categories.

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4. Global regulatory compliance is tightening across the board

In the past two years, many European and American countries have increased their regulation of cross-border e-commerce, with the EU repeatedly issuing hefty fines and countries normalizing compliance reviews.

The immense number of SKUs under full-托管 (full-escrow/managed service) makes unified control and declaration extremely difficult, posing very high compliance risks. The platform's proactive contraction of full-托管 (full-escrow/managed service) and popularization of standardized semi-托管 (semi-escrow/managed service) is an inevitable move to avoid regulatory risks.

In conjunction with Temu's reform direction towards compliance, timeliness, and low cost, Whalejet provides a standardized Temu Y2 exclusive dedicated line service for Erjie Whalejet.

Relying on a mature customs clearance and declaration system, full-link tracking synchronization capabilities, and platform adaptation processes, it can effectively avoid common issues such as abnormal tracking, non-compliant declarations, and false shipments, adapting to the platform's upgraded compliance supervision and helping sellers stabilize store weight and reduce fulfillment risks.

For Y2 air small parcel shipping, choose Erjie Whalejet. Scan the QR code to add a customer manager 👇

IV. Full consignor retreat, semi-consignor becomes mainstream

Although the policy details differ between the European and American markets, Temu's global transformation logic is highly unified, and it is also a long-term cognition that all sellers need to establish:

1. Completely bid farewell to the era of full consignor "lying flat and supplying goods". The dual semi-consignor model of Y1 overseas warehouse spot goods + Y2 domestic direct delivery has become the mainstream across the entire domain.

2. The bonus of cross-border low-price product dumping has disappeared. Logistics compliance, fulfillment timeliness, and refined operations have become the core for store survival.

3. Sellers without independent fulfillment capabilities and relying on the platform for guarantees will be gradually eliminated. Light-asset, compliant, and cost-controlled sellers will undertake more market share.

Source: Online Media

Summarized from practical operations: The full consignor channel will continue to shrink, and policy dividends will gradually fade, making it difficult to rely on for long-term operations. On the other hand, Y2 domestic direct semi-consignor, with its advantages of light assets, no inventory pressure, and adaptation to new regulations, has become the most stable fulfillment method for small and medium-sized sellers during the transition period.

No need to stock overseas warehouses, no need for large upfront inventory. Direct shipping to Europe and America with domestic stocking perfectly adapts to the platform's transformation rhythm and avoids the risk of unsalable inventory.

Source: Online Media

For the light-asset transformation needs of small and medium-sized sellers, Weierjie Whalejet provides a highly adaptable Temu Y2 direct shipping logistics solution, eliminating the need for overseas stocking and having a low entry barrier.

The system can directly connect to the merchant's backend via API, achieving automatic order grabbing, automatic tracking information return, and real-time updates of final-mile waybills, reducing manual operation errors and timeout risks. Coupled with a full-link tracking and abnormal compensation mechanism, it ensures stable order placement and compliant fulfillment for sellers.

For Y2 airmail small parcel shipping, choose Weierjie Whalejet Shipping. Scan the code to add a customer manager 👇

V. Stable Response Strategies for Sellers at This Stage

结合当前政策窗口期，我们整理出一套可直接落地的稳健经营策略，帮助卖家平稳完成模式迭代：

1. Stop panic operations:

Do not blindly clear inventory, do not sell at low prices, do not impulsively close stores. Maintain normal shipments under the existing full托管, ensuring continuous store cash flow.

2. Initiate dual-line layout:

Maintain full托管 operation for old products. All new products and product testing categories should be switched to the Y2 semi-托管 mode to adapt to new rules in advance.

3. Phased iterative inventory preparation:

For SKUs with moderate sales, continue with Y2 light asset direct shipping. For best-selling items with stable data, gradually plan for Y1 overseas warehouse stocking to capture local traffic dividends.

4. Lock in compliant logistics:

Connect with exclusive Temu logistics channels as early as possible to streamline customs clearance, transit times, and tracking synchronization, avoiding last-minute rushes after policy implementation.

VI. Professional Logistics Partners Empower Temu Sellers

The rumors of the 9.30 full-hosted adjustment are essentially an amplification of industry sentiment towards the platform's long-term transformation.

In the short term, there are no one-size-fits-all shutdown policies; however, in the long term, the era of Temu's extensive full-hosted product dumping has officially ended.

平台正在淘汰单纯依赖平台兜底、缺乏自主履约能力的铺货模式，未来的市场份额将向合规化、精细化、可控化运营的商家倾斜。

Adapting to platform rules, proactively planning for Y2 semi-hosted compliant links, and choosing stable and professional logistics partners are the core keys for Temu sellers to maintain store stability and achieve long-term operations at this stage.