TikTok Shop’s Growth Is Creating a Bookkeeping Backlog
TikTok Shop has added a marketplace-sized volume of transactions to the US ecommerce economy in under three years, and the accounting infrastructure around it has not caught up. That is the position of this piece, and the evidence for it is not anecdotal. The channel now moves enough money to matter on a brand’s income statement while remaining the channel most brands reconcile last, worst, or not at all. The scale is no longer marginal Momentum Works, working with Tabcut, published TikTok Shop in the U.S. 2025 in February 2026. Its headline finding was US gross merchandise value of US$15.1 billion in 2025, up 68 percent from US$9 billion in 2024. Globally the platform reached US$64.3 billion across 16 markets, growing 94 percent year on year, with Southeast Asia roughly doubling to US$45.6 billion. Fifteen billion dollars is not a side channel. It is a line item that changes a brand’s revenue mix, its tax position and its inventory allocation, and it arrives with settl...