Temu
6 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Feb 9, 2023 by Olivia Moore · said 38 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Steph Smith (14), Connie Chan (11), Olivia Moore (7), Zach Cohen (6)
tap a year for its mentions
2023 38 mentions in 3 episodes 13 per episode
Everything said about Temu, oldest first
Feb 9, 2023 positive
Temu held #1 on US App Store for 22 of 25 days
“For my most recent check, I think of the 25 days so far this year, Temu has been at the top for like 22 of them. They were not number one on New Year's Day because some like habit tracker app or New Year's resolution app hit it, but otherwise they've held the …”
Feb 9, 2023 bullish
Mar 23, 2023 bullish
Mar 23, 2023
Chan: New marketplaces win through unique supply, pricing, or experience
“When you want to build a new marketplace, you either have brand new, unique supply that no one else has. Or you have better pricing that no one else has. That's Timu. Or you have just a much better fun experience, and that's what not. If you deliver something …”
Mar 23, 2023 bullish
Chan: E-commerce companies will replicate Temu's personalized shopping model
“What they're showing you is constantly changing and personalized to your shopping behavior and that personalization of shopping. I think we're going to see more commerce players try and replicate that because that ultimately increases conversion.”
Mar 23, 2023 positive
Chan: Temu operates central packaging warehouses, unlike Wish's direct-factory model
“Wish would allow people to shop on Wish, and then the factory ships directly. So it's just like a listing marketplace. Just like a Craigslist. Timu has warehouses. The factories have to ship their products to the warehouses. Someone is packing it all in a Timu…”