Meta's ad revenue from Chinese e-retailers at risk on trade worries, MoffettNathanson says
Meta's META.O financial performance could be materially hit this year as Chinese e-retailers sharply pull back marketing spend amid escalating U.S.-China trade tensions, MoffettNathanson says
Ending of the de minimis rule, which allows imported goods below a certain value threshold to enter the U.S. without incurring customs duties, could also deteriorate Chinese advertiser demand on Meta's platforms - brokerage
China's e-commerce platforms Temu and Shein were partly fueling the spike in Meta's ad dollars in 2023 - brokerage
MoffettNathanson cuts PT on stock by $185 to $525
Meta's China revenue was $18.35 bln and $13.69 bln for 2024 and 2023, respectively - annual report
"We do not anticipate cost-cutting measures on the scale of 2023's 'Year of Efficiency' to absorb the shock" - brokerage
As of last close, Meta shares down ~17% this year
Stock up 0.8% at $488.40 premarket
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