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Consumers are rational. Whether the platform is good or not, whether the product is good or not, if you look at it from the perspective of time, everything will be clear.
However, for the platform, users are the greatest value, so the user's stickiness to the platform depends on the sum of the various experiences the user has when consuming on the platform.
For any consumer, the desire for lower prices, better quality and faster delivery will never change.
Amazon’s first moat is faster delivery. Lower prices and better quality are difficult to achieve in the short term, but for basic daily consumer goods, the marginal cost is very high. As an extension of Amazon, users can enjoy products with better prices and quality on the Amazon platform, and daily consumer goods are the best tool to increase user stickiness to the platform. So what comes after that?
Can Lenovo platform's current emphasis on and promotion of so-called brands be understood as the platform using the so-called brands in various market segments to create a virtuous interaction between users and brands, where brands give benefits to users and users are indirectly bound to the platform because of the brands?
After clarifying this relationship, the more benign and friendly development direction between third-party sellers and platforms should be as follows: third-party sellers provide high-quality, low-cost, high-frequency daily consumer goods, and form their own brand effect through vertical deep digging. The platform will allocate traffic to these brands to help the brands grow faster.
Of course, there will also be a category of non-high-frequency consumption goods on the platform, which can earn high profits, but the platform must guarantee the quality of the goods for buyers.
So to summarize it briefly, it is probably from the user experience level to form high-frequency daily sales products, low-frequency daily necessities, reasonable quality sensory products, etc. In this way, after the characterization of the product is completed, the development and promotion of the product will be a natural process.
For most third-party sellers, they are essentially traders, and the two major problems for traders are product selection and inventory. For platforms, conventional high-frequency daily-selling products will basically move towards branding in the later stages. So with a little combination, for more sellers, this matter should be to provide high-quality and novel products to make profits. For sellers with a certain degree of vertical development, it is to strengthen the concept of their own brand, and then provide high-quality and low-priced products to earn a reasonable profit (the ability to charge a premium depends on the attributes of the product).
Therefore, I feel that Amazon's position in the US e-commerce market will not change within 5 to 10 years. In the current economic situation, it is difficult to estimate the future rate of return for new platforms to build distribution warehouses, because it is possible that the proportion of fixed assets invested is at the time of highest cost. At present, only Walmart has a relatively good follow-up on this moat. However, this high-investment moat is not the most powerful moat, and it may be easily subverted by high technology - drone delivery (there are still geographical limitations). But at least for now, this trend is still difficult to reverse significantly.
Going back to the beginning, user needs will not change, only the form of meeting these needs will change.
Another is the Amazon membership system, which may be somewhat similar to Apple's ecosystem. In fact, if Amazon membership is opened, if its audio and video resources can allow users to enjoy the happiness brought by audio and video, the renewal of paid membership and stickiness to the platform will be of greater significance .
Looking at Amazon from the perspective of the traditional three elements of "people, goods and place", Amazon has actually helped most traders provide the two major elements of people and place, while the problem of goods needs to be solved by the traders themselves. Although some emerging e-commerce platforms have had an impact on Amazon's status in the market, the direction of the impact is actually the "people" direction. Most of the time, it is difficult for a person to have both. So under the setting of this prerequisite, we should first secure the things we must have.
"Wonderful Reply"
Soy milk fried dough sticks Agree with: Doubendoudoumilk, The Empty City Is Gone, Potato Crispy Shark, 7252emma, Chonger Flies Across the Pacific More » Several backgrounds of Amazon make me still optimistic
1. Pure foreign capital background, controlled by Western capital. They need a strong channel for online operations. Capital will definitely not let Amazon fall. Those who support the two younger brothers in China are probably raising sheep and eating them when they are fat.
2. Amazon's ecosystem is complete enough. Whether it is online shopping or smart home ecosystem, Amazon can combine ecosystem and online shopping, which is something Temu cannot compare with.
3. Americans have the highest brand trust in Amazon compared to Walmart, Temu, and Tiktok, which can be seen from Amazon’s abnormal rules.
The wildly growing Temu may become the first choice for shopping in the sinking market below Walmart, but it will not become the first choice for relatively wealthy American Chinese. Although consumption is declining and purchasing power is also decreasing, it still has a foundation after all.
Anonymous user Agree with: alexya, Aiyingyingstan, Universe Honey, Weifang enthusiastic citizen Fat Tiger, This guy is really lazy More » I am the opposite of you. Why I am not optimistic about Amazon's track:
1. The account is not safe. The store is closed for no apparent reason, and it is impossible to avoid it 100% manually.
2. Funds are not safe. Evolving from the first point, if your account is down, your money will most likely be gone, which is an unexpected disaster.
3. The fees are ridiculously high, 15% commission! Various fees are rising every year, including delivery fees, storage fees, long-term storage fees, relocation fees, and destruction fees.
4. Here comes the point, the advertising fee is outrageous. It rises every year. I can have a meal for $2 per click. Acos remains high
5. Competition is fierce. Sellers have been pouring in for many years, crowding the market and causing overcapacity. A few make money, while most lose money.
6. Stockpiling carries huge risks. Stockpiling squeezes inventory and capital. Redundant parts generate huge storage fees.
7. The input-output ratio is unclear. The cost of trial and error is high
8. The product patent is not clear. There are platform loopholes and extortion scams of the patent complaint type, commonly known as TRO.
9. A to Z unreasonable terms. This is also a loophole-type platform policy. As long as the buyer knows how to play it, the seller will definitely lose the case. Jason101 • Changsha • 1 day ago I think you are right. It is not stable at all. Amazon platform eats up all the profits by cutting this and that. It is just working for Amazon.
Moonlight in the Heartland • United Kingdom • 1 day ago I also think you are right. The future of Amazon is really not suitable for small sellers to enter the market. Buyers are not fools. They will go wherever is cheaper. When TEMU is more perfect and the quality is improved, it will take away more traffic from Amazon. Sellers are not fools either. The annual increase in various expenses has crushed the profits. Sellers will leave the market one after another if they can't make any money.
NiceMood • Shenzhen • 16 hours ago Agree:
1. The account is not safe. The store is closed for no apparent reason, and it is impossible to avoid it 100% manually.
2. Funds are not safe. Evolving from the first point, if your account is down, your money will most likely be gone, which is an unexpected disaster.
3. The fees are ridiculously high, 15% commission! Various fees are rising every year, including delivery fees, storage fees, long-term storage fees, relocation fees, and destruction fees.
4. Here comes the point, the advertising fee is outrageous. It rises every year. I can have a meal for $2 per click. Acos remains high
5. Competition is fierce. Sellers have been pouring in for many years, crowding the market and causing overcapacity. A few make money, while most lose money.
6. Stockpiling carries huge risks. Stockpiling squeezes inventory and capital. Redundant parts generate huge storage fees.
osborn Agree with: Bottle Picker Professional, Piano Dad, Nicholas Cheese, MMurphy, Innocent Blue More » In fact, it is very simple. There is a platform called WISH. It was once known as one of the four major cross-border e-commerce platforms. The quality and price of its products are almost the same as those of TEMU. I once asked a friend who studied in the United States that the evaluation of WISH is similar to that of domestic Pingduoduo.
To be honest, I personally don’t think highly of factories doing cross-border business. Both their products and operational capabilities are far from comparable to those of cross-border trading companies.
It seems that some platforms and service agencies are desperately cutting the leeks of factories. As long as there is a factory doing cross-border business, it is simply that these agencies are fooling the factory with super templates and crazy publicity. They see that most factories are facing transformation and cut their leeks.
It is undeniable that every time a new platform is launched, new companies can take advantage of this opportunity to start up. However, if we count the cross-border developments in recent years, there are only a few factories that have started up. The proportion is too low. The factories that can start up are either filling in the gaps in the category, or they are very powerful factories (such factories have strong R&D and marketing capabilities). So if the factory owner does not have these capabilities and just wants to give it a try, to be honest, it is better to give me the millions of dollars wasted. Qingshan Yuandai • United States • 2 days ago That’s not the case. Whether it’s AZ, TK, or TM, they are all facing consumers, and the platform also has a hosting model, so the factory still has certain advantages.
winwinwin • Xiamen • 19 hours ago Wish and Temu are similar to a certain extent, especially Wish also started the model of inviting people to promote and get commissions and bargaining in 2018, which was called the overseas Pinduoduo at that time. But the difference is that Wish is not fully managed, and its control over product specifications is far inferior to Temu. In addition, Wish chooses to raise prices for consumers. Although it has low prices, it will randomly raise prices for buyers based on the seller's pricing and put the money into its own wallet, and it eats from both ends. The increasingly severe fines and the introduction of account deposits have pushed it into the abyss.
weixin60955 Agree from: 吙灬喍 Industry insiders generally believe that Temu faces competition from two main aspects: one is the competition between manufacturing in China and manufacturing elsewhere; the other is the competition between cross-border e-commerce platforms. China's manufacturing costs are globally competitive, and Pinduoduo has accumulated a large number of suppliers in China, which has laid a good foundation for Temu's overseas expansion. In addition, the company behind Temu is well-funded and very competitive among China's cross-border e-commerce platforms. By analogy, the possibility of success in its overseas expansion is also very high.
In addition, Temu has also successfully solved the problem of customer acquisition. Backed by China's vast manufacturing resources, Temu has no worries about lack of sellers. After all, if you haven't tried it, you will think you will be lucky, but without buyers, the platform will die. Obviously, Temu has successfully captured the minds of overseas consumers. It is human nature to get something for free. Low prices have been tried and tested, popular in China, and still work well in North America.
It is certain that Temu will grab a certain market share from Amazon, which is particularly evident in the field of cheap daily necessities. However, Amazon will still be the world's largest cross-border e-commerce platform in the future, and when consumers want to buy relatively high-quality branded products, the first platform they think of is still Amazon.
Anonymous user Agree with: Qingshanyin, Renjian I Melancholy Guest There are new challenges every year. Instead of focusing on a single platform, it is better to put your eggs in several baskets. When the policies of one platform start to make you feel so tired that you want to give up, you don’t have to panic at this time. Think about the other baskets.
Although Amazon is suffering from the low price impact of TEMU (mainly because it is the market currency that will be hit hard, and the products made by self-made molds should still be very popular when they are not widely circulated in the market, and TEMU's multi-sites are more convenient at this time), but Amazon's current market share is still the top, and I think this top position will be stable in the next two to three years, so let's keep working hard. 1000 orders per day • United States • 4 days ago Mainly because it is the market currency that will be hit hard. If the products made by yourself are not widely circulated in the market, they should still be very popular. At this time, temu's multi-site seems to be more convenient---this logic is wrong. Even if you make the mold yourself, once the buyer's shopping habits change and fewer people go to Amazon to buy, your advantage of making the mold will gradually be eroded. I rarely open Taobao now. Even if you are an exclusive product on Taobao, it is difficult for me to find it. The same is true for Amazon.
Leogogogo Agree with: alexya, Yingchuan Chen's Cricket Brother, Milk Cover Lean Meat Grape, nerdboss, Cross-border Peach More» I think Amazon is not the track, but the direction of your product is the track. Amazon is just one of your sales channels. If your product meets user needs, you can sell it through many channels.
Of course, many people will refute this view, believing that Amazon is just a track with many "games" through which you can make a fortune. Although there are many such sellers, it is too tiring to do business this way. After all, only a few can accumulate huge wealth in a short period of time, and most of them eventually fall on the road of tossing. alexya • Nanjing • 2 days ago My idea is to look at the value chain from the perspective of the industrial chain, and look at core competitiveness from the perspective of the value chain. Products are actually behind channels. If a product is really good enough, it is possible to explode on any platform, but we rarely do the opposite. So if we have determined the advantages of Amazon's industrial chain, the next step may be to find the value chain under this industrial chain. In this way, it may be easier to find demand and develop products.
Anonymous user
Agree with: Yanchuan, yun147, Keduoli, Xiaoma Xiaoma, Try to Become Barley More » Use TIKTOK / TEMU to test new products, use low-cost and cheap traffic to obtain market demand potential information, and even conduct AB testing.
After iterative upgrades and the establishment of barriers such as patents and copyrights, they are precisely placed on Amazon to allow the brand’s high-quality products to shine. lovelyerica • United Kingdom • 2 days ago But there is a problem. The target audience of TT TEMU is not necessarily the target audience of Amazon. What is popular there may not be popular on Amazon.
Milixing Agree with: Keduoli, Potato Shark, Amazon Worker, Neighbor's Corgi, Human I Melancholy Guest More » The dominant player will become a three-way competition in the next three years: AZ, TK, TM
TK represents the rise of interest-based e-commerce.
TM is a Chinese e-commerce model that is sweeping the world. milixing • Zhongshan • 4 days ago The quality of the products will get better and better, don't look at it in a multi-mode way.
The efficiency and scale advantages of China's supply chain will be fully reflected on TM, the overseas platform.
Now TM's cross-border logistics supply chain centralized front-end model is far ahead of the world in light and small commodities.
winwinwin • Xiamen • 19 hours ago This wave of economic downturn has brought down everyone's dignity. The record highs of Pinduoduo and Xianyu are irrefutable proof of this. The economic downturn has become a booster for low prices and second-hand goods.
Anonymous user Agree with: 野子、頭赤尺chi、Amazon大白、rthfgjhghj、浮云一别后 More » Those who work for Amazon think about how to make high-quality products every day, and those who work for TEMU think about how to reduce costs every day. |
