Amazon(US:AMZN) Mei Ri Jing Ji Xin Wen·2025-12-08 11:43Core Insights - The competition in the cross-border e-commerce low-price sector is intensifying, with platforms like Temu, TikTok Shop, and Amazon Haul aggressively pursuing market share through various strategies [1][2]. Group 1: Amazon's Strategy - Amazon's low-price strategy is a long-term response to industry trends, with over 80% of consumers adjusting their shopping behavior due to tariff fluctuations, making price a core decision factor [2]. - Amazon Haul, launched at the end of 2024, has rapidly expanded from the U.S. to 26 countries, with a product selection increase of over 400% since its inception [6][9]. - The platform aims to attract Prime members by offering a browsing shopping experience through frequent promotions, contrasting with the traditional search-based shopping on Amazon's main site [7]. Group 2: Competitive Landscape - Emerging platforms like Temu and TikTok Shop are effectively capturing market share by offering lower prices and leveraging their unique business models, with Temu's prices being 10% to 20% lower than those on Haul [11]. - TikTok Shop utilizes short videos and live streaming to drive sales, further fragmenting traffic away from Amazon Haul [11]. Group 3: Operational Enhancements - Amazon is implementing a "next-generation cross-border chain" strategy, encouraging sellers to adopt a global approach from the outset rather than focusing on single markets [2][12]. - The introduction of global smart hub warehouses is expected to reduce sellers' logistics costs by over 20%, providing more room for price reductions [10]. Group 4: Future Outlook - Amazon plans to continue expanding Haul into new markets, including Europe and the Middle East, with further product selection increases and targeted subsidy policies anticipated [12]. - The ultimate winner in this competitive landscape will be the entity that balances cost, efficiency, and customer experience effectively [13].