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亚马逊上线低价电商App,狙击Temu 和SHEIN
AmazonAmazon(US:AMZN) 3 6 Ke·2025-11-12 04:42

Core Insights - Amazon has launched a new low-cost shopping platform called Bazaar, targeting markets in Asia, Africa, and Latin America, offering products priced under $10 [1][6] - The introduction of Bazaar follows the positive feedback from Amazon Haul, which saw a nearly 400% increase in product variety over the past year [1][2] - The move signifies Amazon's shift from a defensive strategy to an offensive one in response to competition from low-cost platforms like Temu and SHEIN [1][5] Group 1: Amazon Haul and Bazaar Launch - Amazon Haul was tested in the U.S. last year, focusing on low-cost items under $20, but struggled to compete with Temu and SHEIN [2][3] - The new Bazaar platform is independent from the main Amazon app and aims to provide a more engaging shopping experience with interactive features [5][6] - Bazaar has already expanded to 14 markets, including Argentina, Ecuador, and Nigeria, indicating Amazon's proactive approach to capture emerging market growth [1][6] Group 2: Competitive Landscape - The global e-commerce landscape is shifting, with platforms like Temu and TikTok Shop gaining traction, challenging Amazon's traditional market dominance [6][8] - In emerging markets, consumers are highly price-sensitive, making them fertile ground for low-cost competitors like Temu and SHEIN [7][8] - The launch of Bazaar is seen as a strategic response to the growing influence of these competitors, aiming to establish a foothold in markets where brand loyalty is weak [6][9]