Temu Spent Big on Super Bowl Ads. Here’s Why—and What It Means for Alibaba, Amazon, and PDD Stock. The budget-friendly online retailer has made inroads against U.S. and Chinese rivals alike. By Jack Denton Updated Feb. 12, 2024 8:59 am ET / Original Feb. 12, 2024 6:53 am ET Online retail platform Temu spent big on advertising during the Super Bowl. CHRISTIAN PETERSEN/GETTY IMAGES Investors looking for a read on trends had a field day with Super Bowl commercials. One takeaway: Temu’s big-bucks spending on U.S. advertising points to continued competitive pressures on other retailers. Budget-oriented Temu flooded the zone on Sunday night with multiple ad slots pushing its “shop like a billionaire” slogan, marking a second year of spending millions on Super Bowl ads—a rarity for a Chinese company. But for Temu, owned by PDD —which operates Pinduoduo in China, a key rival to Alibaba —that’s just part of the playbook. Temu has ramped up a U.S. advertising push since its launch in 2022, coming second only to Amazon.com in spending on Meta ’s Facebook last quarter and on track to spend $3 billion on marketing this year, according to The Wall Street Journal, citing Sensor Tower and J.P Morgan research, respectively. This strategy looks to be playing out. Temu saw, by far, the greatest year-over-year holiday sales growth of any retailer in the U.S., albeit off a small base in 2022, according to research group Earnest Analytics. Temu has emerged as a competitive threat not just to Amazon but also brick-and-mortar budget retailers like Dollar General . Even with analysts mixed over just how much pressure Temu will put on Amazon—the e-commerce giant’s latest outlook somewhat allayed competition fears from the Chinese rival, Deutsche Bank ’s Lee Horowitz wrote in a note—the company’s Super Bowl spending will no doubt keep rivals on defense. U.S. retailers attempting to assess the threat from Temu should look no further than China, where Pinduoduo has seen astonishing growth over the past year as shoppers have flocked to its cheaper platform amid an economic slowdown. Owner PDD has symbolically dethroned Alibaba as the most valuable Chinese e-commerce company. PDD is clearly doing something right—the stock is up by a third over the past year (it was advancing 0.2% in premarket trading Monday—and Temu’s Super Bowl ad is just one more bid to come out on top.
Temu Spent Big on Super Bowl Ads. Here’s Why—and What It Means for Alibaba, Amazon, and PDD Stock. The budget-friendly online retailer has made inroads against U.S. and Chinese rivals alike. By Jack Denton Updated Feb. 12, 2024 8:59 am ET / Original Feb. 12, 2024 6:53 am ET Online retail platform Temu spent big on advertising during the Super Bowl. CHRISTIAN PETERSEN/GETTY IMAGES Investors looking for a read on trends had a field day with Super Bowl commercials. One takeaway: Temu’s big-bucks spending on U.S. advertising points to continued competitive pressures on other retailers. Budget-oriented Temu flooded the zone on Sunday night with multiple ad slots pushing its “shop like a billionaire” slogan, marking a second year of spending millions on Super Bowl ads—a rarity for a Chinese company. But for Temu, owned by PDD —which operates Pinduoduo in China, a key rival to Alibaba —that’s just part of the playbook. Temu has ramped up a U.S. advertising push since its launch in 2022, coming second only to Amazon.com in spending on Meta ’s Facebook last quarter and on track to spend $3 billion on marketing this year, according to The Wall Street Journal, citing Sensor Tower and J.P Morgan research, respectively. This strategy looks to be playing out. Temu saw, by far, the greatest year-over-year holiday sales growth of any retailer in the U.S., albeit off a small base in 2022, according to research group Earnest Analytics. Temu has emerged as a competitive threat not just to Amazon but also brick-and-mortar budget retailers like Dollar General . Even with analysts mixed over just how much pressure Temu will put on Amazon—the e-commerce giant’s latest outlook somewhat allayed competition fears from the Chinese rival, Deutsche Bank ’s Lee Horowitz wrote in a note—the company’s Super Bowl spending will no doubt keep rivals on defense. U.S. retailers attempting to assess the threat from Temu should look no further than China, where Pinduoduo has seen astonishing growth over the past year as shoppers have flocked to its cheaper platform amid an economic slowdown. Owner PDD has symbolically dethroned Alibaba as the most valuable Chinese e-commerce company. PDD is clearly doing something right—the stock is up by a third over the past year (it was advancing 0.2% in premarket trading Monday—and Temu’s Super Bowl ad is just one more bid to come out on top.
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你以为别人没用过，这么瞎掰
可以把“太像”去掉。因为好奇试过一次，就是诈骗，check out时不让有机会review，完了发现价格根本不是那么回事。
这句广告词确实妙，很有深意，在上面买过东西才有切身体会。
🛋️ 沙发板凳
怎么我觉得马云的东西垃圾
试了两单直接卸载了app
都买了啥，这么愤怒
一样的，感觉就是垃圾
去年也做了不少。 我现在也不确定是不是真开始挣钱了。
果断卸载TEMU。不仅把MADE IN CHINA的名声搞臭了，也恶化了海外华人的生存环境。想象一下其他人用了TEMU买东西上当受骗后，看见华人面孔会怎么想，将心比心。
一分钱一分货
Meta 过去一季度的财报，也有来自他家和SHEIN的广告贡献。
加油。 真的是省钱省时间。 丰捡由人， 不喜欢她的可以买贵的去。 选择很多啊
不知道你为什么思维那么奇怪。我在美国网站买到不好的东西，哪怕不能退货，我也不会出门看人不顺眼啊。
哈哈哈哈哈对不起我好想笑。 奸商的机智啊。说起来TEMU难道没有质检吗？
遮阳板是什么？我直接买了个挡风玻璃撑起来雨伞。那个好用遮阳好。
这么多广告，以后产品价格是不是要涨了？
正常的社会是品质好的商家胜出
TEMU盛行的结果是品质低劣的商家常常胜出
还要啥质检。难道你还能跑到厉害国把奸商抓出来不成？
temu不收你运费，你还抱怨？美国运费多贵啊
价钱已经跟Amazon 差距不大了，包装很简陋，简陋到收到每个东西不知是啥，得回去查订单确认是啥东西。退货比例太高，免邮升到20了，越来越不值了
上temu应该预见质量不高，但是temu有许多海外买不到的新奇设计，实用性的小商品。
可以退货，他家客服相当好
有些大妈内心对洋人的自卑和对国人的自大，两种魔性交杂着，就产生这种天天网上骂国内的戾气。 也不看看人家app的下载量，也不看看在美国的成交量，这点上，老美更务实，更开明和包容。
拼多多就是啃完消费者再啃供货商，双赢
TEMU的质量确实不入淘宝 同样价格 和淘宝比较 但是 不要抱着淘便宜的心态 然后再去抱怨
通常TEMU的价格 同样质量的 比亚麻和沃玛 要便宜百分之二十以上 但是 不要买建材 不要买汽配 不要买电子 要买一些国内强项的 手工 纺织 厨房小用品 还有一些新鲜创意的小东西
TEMU也才刚刚入驻美国 路还很长的
只放了4，5遍吧，比当年奥运会的拼多多代表队那个广告轰炸程度差远了
国内产能过剩，因此这两年大搞电商出海，向国外倾销低技术产品，可惜质量品控不好好做，长期反而打击中国制造的声誉。个人觉得他们影响不到甚至沃尔玛，因为起码沃尔玛的产品还是有品质保证的，影响的是在亚麻上开店的国内电商，同样的产品，价格高了许多
是的，要会选
顶多算个网上一元店，跟dollar tree的质量都没法比，更不要说跟walmart比了
简简单单的逻辑，现在有这么多网购的地方，如果不是方便和物美价廉，Temu不会发展这么快。
楼上对质量不满意的，大多数是选错了东西。一个网上的便宜的大卖场，必然有各种各样的货物。选对了，价廉物美。选错了，纯属鸡肋。Temu 如此， Amazon也是如此。
能给个购买链接吗？Temu上确实要会挑才行，不然有点儿容易踩坑。
不要钱又怎样 我家又不是垃圾场
我买了小垃圾桶，垃圾袋，滑雪手套，滑雪眼镜，另外满意的是窗帘，袜子，拼图 都比amazon便宜，如果退货也和amazon一样方便，没觉得特别差啊 你买了什么东西
踩过两次雷后我只想吐槽：billionaires don't buy these craps!
Temu 一直在赔钱，平多多一直在砸钱，广告，物流，花很多，现在就是国内挣的钱补贴国外这块，指望用户粘度
没有箱子是节约吧
当然不赚钱。WSJ 前两天文章已经报道了。每单亏$7。去年总共花了1.7billion做广告。今年更多广告费用。
无法想象一家日本/西方的公司会卖出如此质量的产品
可以去daiso看看…
我觉得质量还可以呀，我买了不少东西，价格便宜用起来也不错。从首饰，衣服，厨房用具等等，充电器，iphone charger （几块钱，在其他地方卖都差不多20多美金，我以前在cvs买的很贵过了一段时间都坏了，在temu上几块钱，用了很久还好好的），插座，充电宝，kindle，运动手表，联想耳机，星空灯，晚上用的灯等等。都很好用。
说说都是什么礼物人均40美元能把老师感动哭吧，学习学习
你就不买呗。有啥可抱怨的。
不知道嫌弃少了的 可是一年两口子收入在美东上了60W的有多少 简直是可笑得很 装X没有那么装的
支持一把这个评论。 Temu在很努力地开拓海外市场，目前也赢得了不是买家的关注。这类网站需要买家自己甄别，买买买，本身就是一种乐趣。 Temu刚开始给很多优惠的时候，随着买了不少东西，质量基本都不错。不好的，退货也很容易。还有质量不错，但是发现用不到的，也留着了。国内的小厂家生意不容易，支持他们了。
shein还是可以的，Temu真的没兴趣再买了
这句广告词确实妙，很有深意，在上面买过东西才有切身体会。
可以把“太像”去掉。因为好奇试过一次，就是诈骗，check out时不让有机会review，完了发现价格根本不是那么回事。