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黄峥够猛,拼多多Temu揽下波兰第一、巴西第二
Sou Hu Cai Jing· 2025-05-28 04:04
Group 1 - Temu has achieved remarkable growth in 2025, surpassing local giants in Poland and Brazil, indicating the global adaptability of its "extreme cost-performance + viral marketing" model [1][3] - In Brazil, Temu's market share reached 9.9% with a significant increase in traffic, totaling 56 million visits in April and 39 million monthly active users, surpassing Shopee [3][4] - In Poland, Temu's user base grew to 18.1 million, exceeding Allegro's 17.8 million users, showcasing its competitive edge in the market [4] Group 2 - The growth strategy of Temu relies on viral marketing and social media advertising, leading to explosive growth in categories like home goods, tools, and electronics [5] - Despite having more active users than Amazon, Temu's average revenue per user (ARPU) is only one-third of Amazon's, indicating a need for refined operations as competition intensifies [8] - Regulatory tightening and increased competition suggest that a simple price war may not be sustainable for Temu in the long run [8] Group 3 - Easy ERP provides a comprehensive solution for Temu sellers, enhancing order fulfillment efficiency through a semi-managed model that synchronizes cross-border and local orders [9][11] - The inventory management feature of Easy ERP allows real-time visibility of stock across various warehouses, facilitating intelligent restocking based on sales forecasts [11] - Easy ERP also supports profit analysis by tracking costs and revenues for each order, which is crucial for maintaining supply chain efficiency under Temu's low-cost model [12]