2025年，欧洲市场前所未有的汇集了跨境卖家更多的目光。 在美国市场筑起高关税壁垒以及取消小额进口包裹免税政策的影响下，欧洲作为消费力与之相当的市场，获得了 跨境卖家的一致青睐。从海关统计数据可以看到：2024年，中国对欧盟低价电商出口额为191亿美元，对美国出口 额为231亿美元，但今年截止到9月，流向欧盟的出口额已经达到205亿美元，超过去年全年，而对美国降为131亿 美元。 此前较为依赖小包直邮模式的Temu和SHEIN今年在美国市场受到的打击更加明显：Temu全托管模式曾被迫暂停， 半托管商品大规模提价，用户访问量也出现短期内的大幅下滑；SHEIN也遭遇了美国市场销售额的首次同比下滑 ——据彭博社报道，今年9月SHEIN在美国的销售额同比下滑8%，是三年来第二差的业绩表现。相应地，美国市 场在SHEIN和Temu全球业务当中的占比也有所减少。 广告费用投入的转向犹如一个风向标，昭示着平台战略重心的变化。Sensor Tower数据显示，今年4月份，Temu在 法国和英国的广告支出分别同比增长了115%与20%；SHEIN在法国和英国的广告支出则分别同比增长45%和 100%，而在美国市场则减少了约19 ...

2025年的跨境电商低价赛道，硝烟比以往任何时候都更为浓烈。 当拼多多旗下跨境电商平台Temu以"极致低价+预售模式"在欧美市场持续攻城略地，字节系TikTok Shop凭借流量红利撬动性价比消费需求，阿里速卖通转向 精细化运营，直接对标亚马逊强化"品牌出海"平台定位⋯⋯全球电商巨头亚马逊终于拿出了更为凌厉的低价武器——旗下低价商城Amazon Haul不仅在一年 内完成26个国家和地区的覆盖，实现闪电扩张，还持续扩充商品品类，展开全面防守与反击。 低价之外，亚马逊同时祭出"下一代跨境链"计划，打破了以往中国卖家"单点突破"的出海模式，倡导卖家从入驻初期就启动全球布局，而非局限于单一国家 市场。与此同时，结合FBA（亚马逊物流）费用下调、佣金减免等激励政策，全力争夺卖家。 一场围绕成本、供应链与用户心智的终极对决正式拉开帷幕。 亚马逊Haul闪电扩张 能否用"全球履约"撕开低价缺口？ 亚马逊的低价布局，并非一时的应急之举，而是对行业趋势的长期预判。 美国研究机构Optimove Insights的一组数据显示，2025年上半年，超80%的消费者因关税波动调整购物行为，价格成为影响决策的核心因素；超50%的买家 ...

2025年的跨境电商低价赛道，硝烟比以往任何时候都更为浓烈。 当拼多多旗下跨境电商平台Temu以"极致低价+预售模式"在欧美市场持续攻城略地，字节系TikTok Shop凭借流量红利撬动性价比消费需求，阿里速卖通转向 精细化运营，直接对标亚马逊强化"品牌出海"平台定位全球电商巨头亚马逊终于拿出了更为凌厉的低价武器——旗下低价商城Amazon Haul不仅在一年内完 成26个国家和地区的覆盖，实现闪电扩张，还持续扩充商品品类，展开全面防守与反击。 低价之外，亚马逊同时祭出"下一代跨境链"计划，打破了以往中国卖家"单点突破"的出海模式，倡导卖家从入驻初期就启动全球布局，而非局限于单一国家 市场。与此同时，结合FBA（亚马逊物流）费用下调、佣金减免等激励政策，全力争夺卖家。 一场围绕成本、供应链与用户心智的终极对决正式拉开帷幕。 亚马逊Haul闪电扩张能否用"全球履约"撕开低价缺口？ 亚马逊的低价布局，并非一时的应急之举，而是对行业趋势的长期预判。 美国研究机构Optimove Insights的一组数据显示，2025年上半年，超80%的消费者因关税波动调整购物行为，价格成为影响决策的核心因素；超50%的买家 会主 ...

Core Insights - Amazon has launched a new application called Amazon Bazaar, expanding into 14 new markets including Hong Kong, Taiwan, the Philippines, and several countries in Latin America and the Middle East [1][5] - The Amazon Bazaar aims to provide a fun and convenient shopping experience with a separate search engine, shopping cart, and checkout process [1][5] - The application supports six languages and offers a variety of low-priced items, with most products priced under $10, and some as low as $2 [7][11] Market Expansion - The launch of Amazon Bazaar represents a significant upgrade from the previous Haul project, which struggled due to various factors including tariffs [3][5] - Amazon's expansion strategy focuses on emerging markets, particularly in Latin America, indicating a shift towards targeting price-sensitive consumers [5][11] - The company aims to attract more price-sensitive customers by offering low-cost products, thereby increasing user engagement and repeat purchases [11][13] Competitive Landscape - The competitive pressure from companies like Temu and Shein is a significant factor driving Amazon's strategy to enter the low-price market [11][13] - Temu has rapidly gained popularity, becoming the most downloaded free app in the U.S. last year and surpassing eBay in monthly traffic [13] - Amazon's international revenue has shown growth, reaching $40.9 billion, as the company prepares to expand its business beyond its current 23 core markets [13]

Core Insights - Amazon has launched a standalone low-price shopping app named Amazon Bazaar, marking a significant move into emerging markets and a shift from a defensive to an offensive strategy in the low-price segment [1][7]. Group 1: Amazon's Strategy - Amazon is leveraging two low-price e-commerce platforms: Amazon Haul for developed markets and Amazon Bazaar for emerging markets, emphasizing the importance of positioning and differentiation [2][3]. - Amazon Haul operates as a channel within the main site, focusing on fast delivery and low prices to retain low-price shoppers, while Amazon Bazaar operates independently, focusing solely on low prices [2][3]. - The Bazaar app features a simple interface with interactive entertainment functions, with most products priced below $10, some as low as $2 [3][5]. Group 2: Competitive Landscape - Amazon faces strong competition from Temu and SHEIN in both developed and emerging markets, which have captured significant market share and consumer attention [7][10]. - Temu has rapidly gained traction in emerging markets, including Nigeria, where it topped download charts shortly after launch [10]. - Amazon's Haul is currently struggling in the U.S. market, with low traffic and sales, despite the removal of tax exemptions for Temu [11][12]. Group 3: Future Prospects - Amazon Bazaar will compete with Temu's centralized pricing model and supply chain responsiveness, with the potential challenge of maintaining low prices due to seller autonomy in pricing [14][15]. - The effectiveness of Bazaar in emerging markets remains to be seen, but it may provide new opportunities for factory-type and private label sellers already familiar with platforms like Temu and SHEIN [17].

Core Insights - Amazon and Shein are in direct competition in the e-commerce market, with Shein gradually taking market share from Amazon since its entry in 2015 [1][2] - Shein's growth is now challenged by new tariffs and the removal of the de minimis exception, which has increased its costs and prices [3][4] - Despite these challenges, Shein reported a 20% increase in global revenues to $37 billion for 2024, although pre-tax profits fell by 13% to $1.3 billion [4] E-commerce Competition - Shein has been successful in offering a wide range of products at low prices, prompting Amazon to launch Amazon Haul in 2024 to attract budget-conscious consumers [2] - Amazon remains the leading e-commerce platform, with a net revenue of $638 billion for fiscal 2024, significantly surpassing Shein [13][15] - Amazon's robust infrastructure and ability to adapt to market changes provide it with a competitive advantage over Shein [16] New Market Entry - Shein is entering the U.S. book market through a partnership with Alibris, offering over 100,000 titles, including affordable textbooks [6][7] - This move is significant as it addresses the rising costs of education, with students spending an average of $1,220 per year on textbooks [11][12] - The partnership with Alibris allows Shein to improve delivery times and reduce shipping costs, potentially enhancing profit margins [7] Economic Context - The cost of attending a four-year university in the U.S. has more than doubled since the early 2000s, with tuition increasing at a compound annual growth rate of 4.04% [9][10] - While Shein's textbook offerings won't solve the student debt crisis, they provide a more affordable option in a market dominated by high-priced academic publishers [12]

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]

Core Insights - Amazon is celebrating the one-year anniversary of its "Haul" service with a two-day shopping event featuring products priced at $1 and exclusive $0.11 items [1][2] - The Haul service aims to reinvent the shopping experience for ultra-low-priced products, focusing on trust and a wide selection [3][4] - Amazon has expanded its Bazaar service to 14 new markets, indicating a strategic move to capture a broader consumer base [5] Consumer Behavior - Recent data shows that 26% of consumers struggled to pay their bills last month, the highest rate in two years, highlighting financial pressures on consumers [6] - Nearly 70% of consumers are living paycheck to paycheck, indicating a significant shift in spending habits towards essential items [7] - Amazon's quarterly earnings reflect a notable increase in online grocery sales, as consumers prioritize value in recurring essentials [7]

Core Insights - Amazon has launched a new low-cost shopping platform named Amazon Bazaar, targeting users in Asia, Africa, and Latin America [1][3] - The platform operates independently from the main Amazon app, with most products priced below $10, some as low as $2 [1][3] Market Expansion - The service is currently available on Android and iOS, with plans for a dedicated app [3] - Initial launch countries include the Philippines, Kuwait, Qatar, Bahrain, Oman, Peru, Ecuador, Argentina, Costa Rica, Jamaica, and Nigeria, with further expansion planned [3] Competitive Positioning - Amazon Bazaar overlaps with the previously launched Amazon Haul, which operates as part of the main site and competes with Shein and Temu [3] - The company aims to compete with Chinese shopping apps that are popular among younger and low-income demographics [3] Product Offering - Bazaar will feature "hundreds of thousands" of affordable products across categories like fashion, home, and lifestyle [4] - Users can shop using their existing Amazon accounts, with support for major credit cards and free shipping on orders meeting local minimums [4] Customer Engagement - The platform includes features like user reviews, star ratings, and interactive elements such as social raffles and promotions [4] - New users can enjoy a 50% discount on their first order to encourage trial [4]

Core Insights - Amazon has launched Amazon Bazaar, a new low-cost shopping platform targeting Asia, Africa, and Latin America, separate from its main app, with most products priced under $10 and some as low as $2 [1][5] Group 1: Product Offering and Availability - The Bazaar app is currently available on Android and iOS in several countries, including Hong Kong, the Philippines, and various Latin American nations, with plans for expansion to more markets in the coming months [2] - The app features a wide selection of affordable products across categories such as fashion, home goods, and lifestyle, with "hundreds of thousands" of items available [6] - Customers can use their existing Amazon credentials for shopping and checkout, with payment options including Visa, Mastercard, and American Express [9] Group 2: Competitive Landscape - The launch of Bazaar indicates Amazon's strategy to compete more aggressively with low-cost Chinese shopping apps like Temu and Shein, which have gained popularity among younger consumers and those with limited disposable income [5] - Amazon Haul, which launched previously as a competitor to similar platforms, will continue to operate alongside Bazaar in existing markets [3] Group 3: User Experience and Features - The app supports six languages and offers features such as customer reviews and star ratings, enhancing the shopping experience [10] - Customers can expect free returns within 15 days and standard delivery fees for smaller orders, with shipments taking around two weeks or less [10] - Interactive features like social lucky draws and promotions are included to engage users, along with a 50% discount on the first delivery for new customers [10]