Customer in terms of warehousing and distribution

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Temu and SHEIN at the same time and SHEINs sales are only onetenth of Temus On the one hand huge marketing expenses are spent and on the other hand the supply chain is extremely lowpriced The market has doubts about Temus future profitability Zheshang Securities released Temu Breaks Amazon Changes Crossborder Ecommerce Industry Indepth Series in January The report made a profit outlook for Temu From orders postbond gross profit marketing and logistics


we have Angle has calculated Temus expected performance and estimates that the GMV in will be US billion the postbond gross profit will be about  marketing and fulfillment expenses will account for about  each Europe Cell Phone Number List and the loss rate will be about   We believe that after Temu has sufficient users and traffic it will improve profitability by adjusting the category structure improving warehouse allocation and transforming the platform business model Specifically from the perspective of category structure one possible path is to adjust product categories In order to increase the unit price per crossborder direct shipping





combined with overseas warehouses may lead to higher conversion rates by shortening the delivery time in the long run we believe Temu will be inclined to a business model of selfoperation combined with a platform  It is worth mentioning that Temu is improving its logistics fulfillment methods In November  Kr reported that Temu has cooperated with worldfamous shipping companies such as Matson Zim CMA CGM Maersk and COSCO Shipping to solve crossborder ecommerce logistics problems through shipping express ships On January .