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.
2. The share of identical items found on Amazon and Chewy that are cheaper on Chewy was basically unchanged q/q.
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).
