1. Temu awareness and the share of consumers who shop the platform increased sequentially continuing a trend of relatively consistent growth observed by our survey over the past year.
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2. Temu users over-index to younger age groups, females, and lower income demographics. Over time, the average age of Temu users has increased with older bands adopting usage of the platform.
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3. Most of those who have tried Temu do not feel as if it is replacing spending that would typically go elsewhere.
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4. Diving deeper into individual Temu platform attributes, consumer satisfaction with pricing of and selection of products has been strong and mostly unchanged.
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5. Broadly speaking, it appears that Amazon and Walmart are the most insulated from the Temu competitive threat.
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