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S8 E9: Temu Has the Power to Take Down Wayfair, Etsy, and Amazon— Here’s Why
Jun 20, 2024
Temu, a Chinese drop shipping company, poses a threat to e-commerce giants. Discussion on strategies for competition, Outdoor Voices' revival, and DTC acquisitions. Exploring the impact of the direct-to-factory model on retail industry and arbitrage opportunities. Insights on the free plus shipping model, Amazon returns, and making money from textbooks.
45:53
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Quick takeaways
- Etsy offers Teemu products, signaling a shift to higher-priced similar items.
- Amazon liquidates returned items, creating mystery boxes for potential profits.
Deep dives
Etsy Becoming Teemu with Higher Prices
Etsy is becoming Teemu by selling 30% of Teemu's top women's clothing and 19 of the top 25 jewelry items, often at higher prices than Teemu. This showcases a shift towards pricey but similar products on Etsy compared to Teemu.
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highlights
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