Juozas Kaziukėnas

6 of the top 11 most-downloaded shopping apps in the US right now are Chinese retailers for buying directly from China. https://t.co/EKCsEwOTbC

A 145% tariff is not a tariff; this is effectively a trade embargo. https://t.co/BSa1iDisfM

RT @DelRey: Top Amazon sellers have long complained about an unlevel playing field battling against an "avalanche" of Chinese sellers Now…

Thrasio went from raising billions to suing its own founders for enriching themselves with hundreds of millions of dollars. https://t.co/LKtGsOipBM

TikTok is probably the fastest e-commerce channel to reach scale ever in the US. It will also likely disappear next year. https://t.co/3uiPjch1LJ

Given the gravitational pull of Amazon, Walmart, Temu, etc., it is wild that standalone e-commerce websites still do super well (Shopify as the signal). https://t.co/OoGILrlmRQ

Shopify Black Friday. 2020: $2.4 billion 2021: $2.9 billion 2022: $3.4 billion 2023: $4.1 billion 2024: $5 billion! Up 22% from 2023.

tobi lutke @tobi

Yesterday was an incredible day for our merchants and for Shopify: * Merchants drove a record-breaking $5 billion Black Friday in sales (GMV) * Peak sales / minute for yesterday = $4.6 million * Shopify's egress processed more than 173B requests * Peak requests per minute was

Amazon is pouring some gasoline on the Haul fire it started last week by discounting everything 50% off. It will lose money on every sale on Amazon Haul. https://t.co/gt7WPX38tu

If AI chat is the future of shopping.. Perplexity just took the lead. And because it already integrates with Amazon it has infinite selection (it is also much better than Amazon's own Rufus AI). https://t.co/y1SyAQJP5q

In the 60s, Sam Walton couldn’t have imagined that Walmart would be an advertising business decades later. https://t.co/9FOW1Hmv4t

Amazon will now sell you a $1 engagement ring and a $45,000 ring. (Both of those are inside the Amazon app. Left is Amazon Haul, the direct-from-China experience launched last week. Right is Amazon Luxury Stores) https://t.co/rbRJBwGkkn

Amazon's Temu/Shein clone is called Amazon Haul and is now live in beta. https://t.co/5um88tTZIC

1. Temu now sells food/edible products like supplements. 2. The edible products are knockoffs of real brands. This will go well. https://t.co/W10XEbQd9z

"Chinese companies accounted for 20% of net new warehouse leasing across the US this year." Why do they need the warehouses? They've got stuff to sell on Temu/Shein/TikTok Shop/Amazon, and it is better if it comes from domestic warehouses. https://t.co/1DHYmm21ke https://t.co/JW6c0LXsUk

Wish fizzled out but they were right about this (all the way back in 2016). https://t.co/se0IbE5aPU

Amazon continues to AWS-ize its retail infrastructure. https://t.co/jayYivL4pb

Indonesia did what every retailer in the US hoped the US would do. https://t.co/OLV2eea41h