S8 E9: Temu Has the Power to Take Down Wayfair, Etsy, and Amazon— Here’s Why
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Impact of Direct-to-Factory Model on Retail Industry
The chapter analyzes how the new direct-to-factory model is affecting players in the retail industry, posing threats to companies like Shopify, Amazon, and specific brands such as Simple Modern and Wayfair. It discusses challenges faced by businesses selling commoditized and specialized products, highlighting examples like Teemu items being resold on Etsy at higher prices, impacting platforms like Etsy. The chapter also explores various arbitrage opportunities in e-commerce, from selling jewelry items on platforms like Etsy and Wayfair to buying grab boxes on eBay and reselling individual items for profit.
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