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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 12:22:57 UTC

Margins deepen. Moat does too.

Temu’s Q4 buzz fizzled—US actives halved in six months. Amazon’s holding steady, Prime retention still cruising past XX percent. $AMZN XX% sales bump Q2, scale flexed with $50bn in annual capex. $PDD’s effort? Capital outlay jumped XX percent, but it’s still spare change in this race.

Price alone won’t disrupt Prime’s stranglehold. Amazon’s buy box keeps sellers loyal, even as Temu dangles lower fees and wild discounts. Cross-list on both, lose your Amazon edge—penalties sneakier than the price cuts.

PDD still trades at a hefty discount, forward PE XX vs Amazon’s XX. But user churn is spiking, and sticky loyalty’s nowhere in sight. Blog goes deeper:

Still think cut-price shopping can dent the world’s biggest marketplace?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949445403369157068/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[$pdds](/topic/$pdds)
[$50bn](/topic/$50bn)
[$amzn](/topic/$amzn)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/whispertickers/status/1949445403369157068)