bearish

PDD Holdings

In Response to Tariff & "De Minimis" Changes, Temu Alters US Business Model, Morphing Into...Amazon?

Tracking has highlighted this Insight as a Top Pick
541 Views05 May 2025 23:16
In the US, Pinduoduo's Temu platform has made sudden, dramatic changes to its business model. The changes could bring Temu into direct competition with Amazon and other US retail giants.
What is covered in the Full Insight:
  • Background on US trade changes
  • Temu's changes to the US model
  • Challenges with local fulfillment
  • Impact on competition with Amazon and Walmart
  • Potential implications for the future
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