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Wall St Engine @wallstengine on x 74.5K followers
Created: 2025-07-27 07:38:57 UTC
$PDD's Temu has been told by U.S. sellers that it can’t undercut Amazon’s $AMZN prices on branded products—even if it offers lower fees or incentives, per FT.
That’s a major hurdle. Amazon sets the price floor, and sellers risk losing the all-important “buy box” if cheaper listings appear elsewhere.
Temu’s U.S. user base has dropped XX% since March. Ads were paused, then resumed in June.
XXXXXX engagements
Related Topics amzn ads listings told temu $pdds $amzn stocks consumer cyclical