As the most important shopping festival in the West, Black Friday Network 1 is not only a carnival day for shoppers, but also a moment to show the "charm" of various e-commerce platforms.
It's just that this year, many sellers reported that Amazon's traffic was declining, and temu next door "snatched up" the traffic. Subsequently, Amazon also lowered the commission of $20 for clothing products, which was regarded as an adjustment made after being threatened by Temu and SHEIN.
Walk to the end of the year,What is the development trend of China's overseas platform in overseas markets dominated by the United States?Can it already pose a threat to Amazon, the hegemon of the American e-commerce industry?
data.AI data shows that according to the penetration rate of usage behavior, the first place in the list of popular apps is still Amazon, Shein is firmly in second place, Temu has jumped from tenth to third place at the beginning of the year, and AliExpress has risen from eighth to fourth, that is.
The second, third and fourth are all Chinese platforms.
In Apple's AppStore volume rankings, Temu has become the most popular free app in the United States.
In terms of time spent, Apptopia's data shows that U.S. consumers also spend more time on Temu than Amazon, reaching 18 minutes, and the average daily time spent on Amazon is only 10 minutes.
Source: Bloomberg.
These figures reflect Temu's strong growth in the United States.
On the side of the social e-commerce platform, TikTok officially launched TikTok Shop in the United States this year, and the overall payment GMV soared by 215% during the Black Friday period, winning the first battle.
Recently, it was also reported that TikTok has set a GMV target of $50 billion for itself in 2024, more than double this year's target. With such a big goal set, it seems that TikTok is developing well and gaining momentum this year.
Source: TikTok Shop cross-border e-commerce.
Looking at these data, do you say that American e-commerce platforms are afraid?But if you want to say that Amazon has really been replaced, that's not, my country's e-commerce platform still has a long way to go. The CNBC National Economic Survey found that 57% of Americans consider shopping for Christmas gifts online, and 74% of Americans see Amazon as an online shopping destination.
Although the growth of Chinese e-commerce platforms in the United States is gratifying, it has not yet been able to shake Amazon's position. Still"There are others sleeping soundly on the side of the couch" is enough to warn Amazon.
Ali must know that the power of rising stars should not be underestimated, and he must not have imagined that Pinduoduo, which was surviving in the cracks at that time, can now have a market value exceeding his own.
U.S. e-commerce platforms are still full of concerns about the development momentum of China's overseas e-commerce platforms, the Associated Press reportedU.S. retailer platforms such as Amazon, Walmart, and Target are increasing shipping speeds to maintain a competitive edge over low-cost retail platforms such as Shein and Temu in China.
Source: Spectrum Local News
Amazon is still the "king" in terms of delivery speed, Amazon divides the United States into 8 regions, and warehouses in these regions are responsible for distribution, reducing transportation distances and achieving fast delivery.
Amazon CEO Andy Jassy, said in October, "We will continue to strive to provide Prime customers with the fastest delivery speeds in their 29-year history." ”
Walmart and Target have also been upgrading their warehouses and facilities to improve transportation efficiency and quality. Walmart also has thousands of stores to support it, making delivery more convenient.
Walmart plans to cover about 90 percent of the U.S. with next-day delivery and two-day delivery, and Target plans to increase to at least 15 sorting centers by 2026.
The U.S. e-commerce platform, represented by Amazon, is already a local operation in the United States, and has more advantages in logistics and warehousing. When the platforms of temu and shein are "rolling", it is also a reasonable way for them to maintain and give full play to their own strengths, and differentiation and brand have always been the focus of overseas enterprises.
* And speed, cost performance and service, the differences between platforms may be more prominent in the future, and it will also be a round of screening of users, after all, different users have different preferences. In the future, we will wait and see who can attract more users and create new business miracles.
From most of the cross-border borders.