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Leon's avatar

So grateful for this fantastic sharing about PDD’s long-term perspectives. Most of your insights are both rational and admirable. From a long-term perspective, I believe it’s essential to start by considering consumers’ satisfaction with their experiences on the platform, whether it’s PDD or Temu.

I am confident that the PDD app remains highly popular across a wide range of Chinese demographics due to its advantageous pricing and smooth purchasing experience. However, I’ve read numerous comments from North American users about Temu, and unfortunately, many of them are negative. A significant portion of these reviews expresses regret over their purchases, with nearly 50% describing the products as subpar or “rubbish-like.”

It’s disheartening to see this feedback, but I’m aware that the management team has likely taken note of these concerns. Hopefully, they will take proactive steps to improve the quality of their merchandise to better meet international customer expectations.

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小Z仔's avatar

Good thoughts. Wonder if you estimated how much of marketing income comes from penalties and clawbacks from features like 仅退款?

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jun li's avatar

It’s likely to perform better than JD and alibaba since they are poorly managed. What do you value most of PDD? Is is their management/culture? Or business model that act like low cost e platform for both customers and vendors?

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Bill Huang's avatar

感谢分享

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Tyrion29's avatar

like before read 🫡

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