
Kakao Files a KakaoTalk Trademark in Russia — Where Its Users Grew 82%
Sanctions on Telegram and WhatsApp opened a messaging gap that pushed KakaoTalk's Russian MAU to 436,000 — just as access restrictions began appearing.

TikTok Shop in the United States has established itself as a major sales channel, combining live and creator commerce into social e-commerce.
Q2 beauty gross merchandise value reached $980 million, up 82% year over year and 6% quarter over quarter, according to e-commerce data analytics platform Cham.io.
The brand rankings are the striking part.
| Rank | Brand | Q2 GMV |
|---|---|---|
| 1 | Medicube | $62.8 million |
| 2 | Dr. Melaxin | $38.8 million |
Both are Korean brands, and both held first and second place for a second consecutive quarter — with combined revenue exceeding that of the third and fourth-ranked brands together.
Korean brands occupying the top two positions matters. The size of the gap matters more, indicating structural advantage rather than a temporary ranking fluctuation.
By category, skincare held first place at $844.1 million over the trailing 12 months.
And one figure carries symbolic weight: TikTok Shop's Q2 beauty revenue of $980 million exceeded Sally Beauty's $903 million.
Sally Beauty is a leading US beauty specialty retail chain. A single social commerce platform's quarterly beauty GMV surpassing a national physical retail network suggests platform-based digital distribution has crossed a threshold in this category.
The source does not analyse causes, but the channel structure suggests some alignment.
A channel built on live and creator commerce favours categories where product demonstration is persuasive. Skincare shows before-and-after and texture, and that becomes creator content material.
Skincare also has short repurchase cycles and low price entry barriers — a short distance from creator recommendation to first purchase.
This is an interpretation based on channel mechanics; the source contains no data confirming the drivers behind any specific brand's performance.
Separate channel growth from brand growth. The 82% figure describes TikTok Shop's beauty category. Individual brands do not automatically share in it — which is exactly what the top two exceeding the next two combined demonstrates.
Use the retail comparison as a negotiating asset. Surpassing Sally Beauty is evidence for justifying social commerce budget. In internal argument, absolute scale comparisons carry more weight than growth rates.
Treat creator commerce as a sales channel. It belongs under management as a channel producing GMV, not as an accessory to awareness campaigns. On what determines live commerce results, see Live Commerce Success Comes Down to One Thing: Early Traffic.
Map entry routes market by market. The same K-beauty brands find different doors open in different markets. For Latin America see K-Beauty's Next Market Is Latin America; for the Japan structure see Selling on TikTok Shop Japan Without a Local Entity.
The US TikTok Shop numbers read as evidence that K-beauty has already validated cross-border social commerce as a route in at least one major market.
Gross merchandise value reached $980 million, up 82% year over year and 6% quarter over quarter, per e-commerce analytics platform Cham.io.
Medicube at $62.8 million and Dr. Melaxin at $38.8 million took first and second for a second consecutive quarter, together exceeding the combined revenue of the third and fourth-ranked brands.
TikTok Shop's $980 million in Q2 beauty revenue surpassed US beauty specialty chain Sally Beauty's $903 million.
Skincare, at $844.1 million over the trailing 12 months.
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