Ahpo
2023-02-14

[Thinking] 

@BaronLyly：
$Pinduoduo Inc.(PDD)$ I'm convinced Temu will carve out a big chunk of retail spend from low to middle income US consumers over the coming months. Persistent inflation is a major tailwind, but even without that dynamic, prices on Temu are just tough to ignore. Personally I think It's going to go viral like TikTok. The SuperBowl push got a lot of eyeballs which will lead naturally lead to word of mouth and when folks see the prices... they just won't be able to resist.
$Pinduoduo Inc.(PDD)$ I'm convinced Temu will carve out a big chunk of retail spend from low to middle income US consumers over the coming months. Persistent inflation is a major tailwind, but even without that dynamic, prices on Temu are just tough to ignore. Personally I think It's going to go viral like TikTok. The SuperBowl push got a lot of eyeballs which will lead naturally lead to word of mouth and when folks see the prices... they just won't be able to resist.

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