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A tartalmat a Bryce Whitwam and Ali Kazmi biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bryce Whitwam and Ali Kazmi vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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The Temu + Shein Chinese E-commerce Invasion

45:40
 
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Manage episode 417428964 series 3003211
A tartalmat a Bryce Whitwam and Ali Kazmi biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bryce Whitwam and Ali Kazmi vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Welcome to the latest invasion; it's not TikTok but Shein & Temu!
It's hard to imagine that 4 of the top 8 U.S. iPhone App Store apps are from China. While TikTok and Capcut make the list, the two big surprises are e-commerce juggernauts Temu and Shein. These companies operate unique, manufacturer-to-customer business models and do not manufacture products; they simply work with armies of factories throughout China to use powerful algorithms to serve up a plethora of options. Shein reached an estimated $24 billion in revenue in 2022, while Temu reached 161 million users worldwide. What's the future of these two platforms? How will Amazon respond? Ali and Bryce discuss this phenomenon.
1. Why have these two platforms become so popular? How do they work? How are they different?
2. What makes these platforms uniquely Chinese? What things are similar to their Chinese platforms?
3. How is Temu disrupting the market, given that it doesn't sell recognized brands and people have to wait to get its stuff?
4. Advantage Shein: consumer-responsive fashion
5. Given its incredibly responsive manufacturing model, will Shein develop more up-market products or stay on the low end?
6. Morgan Stanley says that Temu's growth is non-sustainable. Will Amazon pick up the slack?
7. How will Temu impact China's manufacturing tiers? Will it enable them to sell name brands and compete against Amazon?
8. Does Temu need to deliver a group-buy model to survive against Amazon?
9. Will Costco-style value brands emerge from the Temu model?
10. The importance of time spent on the platform and how it will impact Temu/Shein's business performance.
For everything ShanghaiZhan: http://zhanstation.com/
ShanghaiZhan Theme Music: by Bryce Whitwam
https://soundcloud.com/bryce-r-whitwam/bad-cough-syrup?si=cfb30a6e0c0e459da78b912bf60825ac
Bryce on Linkedin: https://www.linkedin.com/in/brycewhitwam/
Ali on Linkedin: https://www.linkedin.com/in/alikazmi/
  continue reading

58 epizódok

Artwork
iconMegosztás
 
Manage episode 417428964 series 3003211
A tartalmat a Bryce Whitwam and Ali Kazmi biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bryce Whitwam and Ali Kazmi vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Welcome to the latest invasion; it's not TikTok but Shein & Temu!
It's hard to imagine that 4 of the top 8 U.S. iPhone App Store apps are from China. While TikTok and Capcut make the list, the two big surprises are e-commerce juggernauts Temu and Shein. These companies operate unique, manufacturer-to-customer business models and do not manufacture products; they simply work with armies of factories throughout China to use powerful algorithms to serve up a plethora of options. Shein reached an estimated $24 billion in revenue in 2022, while Temu reached 161 million users worldwide. What's the future of these two platforms? How will Amazon respond? Ali and Bryce discuss this phenomenon.
1. Why have these two platforms become so popular? How do they work? How are they different?
2. What makes these platforms uniquely Chinese? What things are similar to their Chinese platforms?
3. How is Temu disrupting the market, given that it doesn't sell recognized brands and people have to wait to get its stuff?
4. Advantage Shein: consumer-responsive fashion
5. Given its incredibly responsive manufacturing model, will Shein develop more up-market products or stay on the low end?
6. Morgan Stanley says that Temu's growth is non-sustainable. Will Amazon pick up the slack?
7. How will Temu impact China's manufacturing tiers? Will it enable them to sell name brands and compete against Amazon?
8. Does Temu need to deliver a group-buy model to survive against Amazon?
9. Will Costco-style value brands emerge from the Temu model?
10. The importance of time spent on the platform and how it will impact Temu/Shein's business performance.
For everything ShanghaiZhan: http://zhanstation.com/
ShanghaiZhan Theme Music: by Bryce Whitwam
https://soundcloud.com/bryce-r-whitwam/bad-cough-syrup?si=cfb30a6e0c0e459da78b912bf60825ac
Bryce on Linkedin: https://www.linkedin.com/in/brycewhitwam/
Ali on Linkedin: https://www.linkedin.com/in/alikazmi/
  continue reading

58 epizódok

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