Core Insights - The cross-border e-commerce low-price competition is intensifying in 2025, with major players like Temu, TikTok Shop, and Amazon Haul aggressively expanding their market presence and strategies to capture consumer demand. Group 1: Amazon Haul's Expansion - Amazon Haul has rapidly expanded from covering only the US market at launch to now encompassing 26 countries and regions within a year, with a product selection increase of over 400% since its inception [3][2]. - The platform aims to attract Prime members by integrating with Amazon's main site, promoting a browsing shopping habit through frequent promotional activities [3][2]. Group 2: Market Dynamics and Consumer Behavior - Over 80% of consumers are adjusting their shopping behaviors due to tariff fluctuations, with price becoming a critical factor in purchasing decisions [2]. - New platforms like Temu are leveraging supply chain efficiencies to lower prices, directly impacting Amazon's mid-range market share and even attracting some Prime members [2][3]. Group 3: Strategic Initiatives and Cost Management - Amazon is implementing significant fee reduction strategies in Europe, with commission cuts of up to 15% for competitive categories like clothing and home goods, alongside various fee waivers to lower seller operational costs [5][6]. - The introduction of global smart hub warehouses is expected to reduce sellers' logistics costs by over 20%, facilitating easier market entry and inventory management [6]. Group 4: Competitive Landscape - Emerging platforms are responding quickly, with Temu using a pre-sale model to lock in orders and reduce inventory costs, offering prices 10% to 20% lower than Amazon Haul [6][7]. - TikTok Shop is capitalizing on its short video and live-streaming capabilities to drive rapid growth in low-price offerings, further fragmenting Amazon Haul's market share [6][7]. Group 5: Future Outlook - Amazon plans to continue its low-price strategy into 2026, with further expansion into Europe and the Middle East, and an increase in product offerings [7]. - The focus will be on balancing cost, efficiency, and customer experience to emerge as a leader in the evolving e-commerce landscape [7].