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Temu: Confronting Amazon US🥊
How Temu is Forcing Amazon to Sweat
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Temu’s meteoric rise is shaking up e‑commerce. In just two short years in the US, it’s snatched 5% of Amazon’s GMV, challenged consumer habits, and built a loyal app following. Meanwhile, shoppers reveal that even big Amazon buyers are tempted by Temu’s aggressive pricing and local shipping. From product clones and pricing quirks to deep discounts across categories, this report breaks down how both giants are rewriting the rules of retail.
We partnered with François Maingret on this research to deliver the sharpest analysis and insights. You can check his blog and research here:
This is our third deep dive into Temu - if you missed the first two, catch up here:
🌀Temu: Unveiling Offer & Price Architecture 💵- Deep dive into offer and pricing across multiple geographies
🌀Temu: Storm Shaking Up Global Ecommerce🌪️ - Introductory report on Temu
P.S. Feel free to use and share any slide of this report!
Disrupting Retail ⚡️
Summary: Temu has emerged as a disruptive force in e-commerce, capturing 5% of Amazon’s GMV in a brisk 2-year run. Shifting consumer behavior is evident from US search trends, where Temu gains traction as Amazon slows. Notably, close competition in app downloads signals a changing guard.
Temu's Rapid Surge ⏱️
Temu’s surge is a blitz in retail. In just 2 years, it has grabbed 5% of Amazon’s GMV, sending shockwaves through the digital marketplace. The head-to-head US comparison paints a stark picture of rapid market penetration. It’s like watching an indie band outpace a seasoned legend overnight. Every percentage point tells a story of agility and bold strategy that could redefine market leadership.
Based on sheer numbers, it looks like Temu is far behind Amazon. However, let’s not forget that the company is relatively new in the US and sees success in a very competitive space. Temu is also moving fast and innovating—we can expect the gap between the two to narrow over the next year.
Shifting US Trends 📉
US search data reveal a dramatic pivot in consumer behavior. As Amazon’s momentum dips, Temu’s appeal rockets - Google Trends shows metrics scaled to a peak of 100. This inversion signals a cautious shopper pivot, with digital natives capturing hearts and wallets. It mirrors a blockbuster rivalry where established titans clash with agile newcomers.
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