1. Over recent quarters, Wayfair has progressively been getting “cheaper” on a growing percentage of identical items found on both Amazon and Wayfair. Amazon is still cheaper more often than not.
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2. The share of identical items found on Amazon and Chewy that are cheaper on Chewy was basically unchanged q/q.
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3. Around 55-60% of the best sellers that we pull for analysis from Temu are also available on Amazon. When we find identical items, Temu is cheaper 95% of the time, and by a large amount (Amazon is usually more than double the price).
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