Core Insights - The annual "Black Friday" shopping event has been a crucial sales battleground for Amazon, but this year, the situation has changed significantly with AliExpress surpassing Amazon in download numbers in Europe on the opening day of "Black Friday" 2025 [1] - This shift indicates that AliExpress is beginning to challenge Amazon's dominance in its core market, marking a significant milestone for the platform [1] Group 1: Market Dynamics - In 2025, AliExpress upgraded its "Super Brand Going Global Plan" and launched the "Brand+" exclusive channel to attract top brands from Amazon [1] - Major categories on Amazon have reportedly doubled their inventory in AliExpress's overseas warehouses ahead of the Double 11 shopping festival, including brands like "Cycling King" Rock Brothers and "Sofa King" COMHOMA [1] Group 2: Sales Performance - During the overseas Double 11 period, at least 200 brands on AliExpress achieved sales that were twice the daily average of Amazon [1]
“黑五”首日,阿里旗下速卖通在欧洲下载量反超亚马逊