Labarai - Amazon 'Yana Kama' Masu Amfani da Temu da SHEIN, Suna Amfani Da Rukunin Masu Sayar Da Kasuwar China

Matsalar Temu a Amurka
A cewar sabbin bayanai daga kamfanin nazarin masu amfani da kayayyaki na Consumer Edge, ya zuwa makon da ya ƙare a ranar 11 ga Mayu, kashe kuɗi akan SHEIN da Temu ya ragu da sama da kashi 10% da 20% bi da bi.
Wannan raguwar ta yi muni ba tare da wani gargaɗi ba. Similarweb ta lura cewa zirga-zirgar ababen hawa zuwa dandamali biyu ta fara raguwa a hankali bayan da aka sanar da manufar kuɗin fito a watan Afrilu.
Da yake zurfafa bincike kan dalilan, manufar harajin ta ƙara farashin aiki kai tsaye. Duk da cewa kamfanonin biyu sun yi ƙoƙarin rage farashin ta hanyar ƙara farashi na ɗan lokaci, sun janye waɗannan shawarwarin cikin sauri don guje wa ƙarin asarar masu amfani.
Masu sharhi kan yanar gizo sun nuna cewa ci gaban kamfanonin biyu ya riga ya ragu sosai a kwata na farko na 2025, amma girgizar kuɗin fito ta zama ta ƙarshe da ta karya bayan rakumi.
Bayanai sun nuna cewa bayan sanarwar manufar kuɗin fito, tsarin siyayya ta intanet ya sauya cikin sauri. Dandalin kasuwanci na intanet kamar TikTok Shop da Dhgate sun fuskanci ƙaruwar amfani da kayayyaki na ɗan gajeren lokaci, yayin da dandamali kamar SHEIN da Temu suka fuskanci sauye-sauye na dogon lokaci.
Ben Parkes, wani mai sharhi kan harkokin dillalai a Similarweb, ya yi tsokaci, "Kasuwar Amurka ta shirya yin garambawul, kuma matakan amfani da SHEIN da Temu ba za su iya murmurewa zuwa ga mafi girman da aka samu a baya ba."
A wannan mahallin, Amazon ta zama babbar mai cin gajiyar sauyin da aka samu a amfani da kayan kwalliya masu sauri. Parkes ya lura cewa, "Masu sayar da tufafi a dandalin Amazon suna fuskantar karuwar girma yayin da suke karfafa tsarin rukuninsu."
Amfanin Masu Sayar da Amazon
Bayanai masu dacewa sun nuna cewa rukunin tufafin mata na Amazon ya karu da sama da kashi 26% a cikin watanni shida da suka gabata, inda uku daga cikin manyan samfuran biyar suka kasance masu siyarwa na ɓangare na uku na China waɗanda ke amfani da hanyar sadarwa ta Amazon. Bugu da ƙari, kashi 92% na tufafin mata a dandalin Amazon sun fito ne daga masu siyarwa na ɓangare na uku.
Waɗannan shagunan gabaɗaya suna amfani da kayan aikin Amazon FBA, wanda ke taimaka musu guje wa haɗarin kuɗin fito yayin da suke tabbatar da isar da kaya akan lokaci.
Misali, wata alama ta tufafin mata daga Shenzhen, wacce aka fara sayar da ita a lokaci guda a kan SHEIN da Temu, ta koma Amazon FBA saboda tasirin farashin.
"Ko da yake farashin aiki ya ƙaru bayan shiga Amazon, a ƙarshe, ya fi amfani ga ci gaban kamfanin a nan gaba," in ji wakilin kamfanin.
Wata kamfanin haɗin gwiwa na kasuwanci da masana'antu daga Hangzhou ta kuma bayyana cewa bayan sun koma tsarin FBA, ribar da suka samu ba ta yi wani tasiri sosai ba. A halin yanzu, alamar kasuwancinsu tana cikin manyan kamfanoni ashirin na tufafi na mata, inda adadin kayan da ake fitarwa a kowace rana ya wuce dubu.
Duk da haka, wasu masu sayar da tufafi sun bayyana ra'ayoyi daban-daban game da kwararar ababen hawa kwatsam. Kamfanonin tufafi da yawa sun fara shiga Amazon da yawa bayan ganin damar, wanda hakan zai iya haifar da wani yakin farashi a cikin rukunin tufafin mata da suka riga suka yi gasa, wanda hakan ke ƙara rage ribar da masu siyarwa masu alaƙa ke samu.
Sabanin haka, nau'in tufafin maza ya gabatar da wani hoto daban—ci gaban da ya samu a cikin watanni shida ya kai kashi 4% kacal, babu masu sayar da kayayyaki na kasar Sin a cikin manyan kamfanoni, kuma masu sayar da kayayyaki na wasu kamfanoni sun kai kashi 57%. Parkes ya kara da cewa, "Ba a san hanyar da za a bi ba a dogon lokaci, amma a bayyane yake cewa shan kayan mata yana canzawa zuwa Amazon."
Amazon ta fahimci wannan dama. Ta sanar da tsawaita ranar farko ta Firayim Minista daga kwana biyu zuwa hudu, wanda aka gani a matsayin yajin aiki a lokacin rauni ga salon zamani. Wani mai sayar da kayayyaki na Amazon wanda ba a san ko waye ba ya bayyana cewa dandalin yana daukar masu sayar da kayayyaki na ketare iyaka wadanda ke da kwarewar salon zamani da kuma samar da manufofin tallafawa zirga-zirga.
Masu bincike a fannin masana'antu sun yi nazari kan cewa Amazon na da nufin kama hannun jarin kasuwa a lokacin da SHEIN da Temu ke cikin mawuyacin hali.
Duk da haka, fa'idodin kasuwa ba su kasance ƙarƙashin ikon Amazon kaɗai ba. Bayanan Consumer Edge sun nuna cewa samfuran kayan kwalliya masu sauri kamar ASOS da Zara suma sun amfana daga canjin kashe kuɗi na tsoffin masu amfani da SHEIN/Temu.
Bugu da ƙari, dillalan kayayyaki masu rahusa kamar Ollie's Bargain Outlet, kamfanonin wasanni kamar Columbia da Foot Locker, shagunan sassa kamar Bloomingdale's da Nordstrom Rack, da kuma kamfanonin tufafi na matasa kamar Aeropostale da American Eagle duk sun ga ƙaruwar hannun jari.
Faɗaɗawa Fiye da Amurka
Ganin irin mawuyacin halin da suke ciki, SHEIN da Temu ba su zaɓi su zauna su kaɗai ba.
Parkes ya yi hasashen cewa kamfanoni kamar Temu za su fara haɓaka hanyoyin samar da kayayyaki na gida a Amurka: "Babban sauyi a masana'antar kayan kwalliya ta Amurka yana cikin tsarin samar da kayayyaki. A da, sun dogara ne akan mafi ƙarancin ƙa'idar de minimis don jigilar ƙananan fakiti, amma wannan tsarin yanzu yana fuskantar ƙalubale." Lokacin da Temu ta janye shirin ƙara farashin kuɗin fito, ta bayyana cewa za ta sha kuɗaɗe ta hanyar canzawa zuwa tsarin cikawa na gida.
A halin yanzu, duka dandamalin biyu sun iya mayar da kasafin kuɗin tallan su zuwa kasuwanni a wajen US Consumer Edge bayanai sun nuna cewa a cikin makonni uku na farko na watan Mayu, tallace-tallacen Temu a cikin EU sun karu da sama da kashi 60%, idan aka kwatanta da karuwar kashi 40-50% a watan Maris da Afrilu.
A ƙasa, Faransa ta ga ci gaba mafi sauri (sama da kashi 100% na wata-wata a watan Mayu), wataƙila yana da alaƙa da ƙaruwar tallan gida. Tallace-tallacen SHEIN a Tarayyar Turai sun karu da kusan kashi 20% a watan Mayu (idan aka kwatanta da ƙananan lambobi biyu a watan Afrilu), inda kasuwar Burtaniya ta nuna ci gaban shekara-shekara kusan kashi 50%.
Masu sharhi sun nuna cewa, "Kamfanonin biyu suna ci gaba da haɓaka bambancin yankuna, wataƙila a shirye-shiryen da ake yi na ƙara ta'azzara rikicin ciniki. Waɗannan yanayin ci gaban na iya ci gaba ko ma hanzartawa, amma a ƙarshe sun dogara ne akan yanayin ƙa'idoji a Turai."
Duk da haka, sun jaddada cewa, "Amurka ita ce babbar kasuwa. Ci gaban da ake samu a Turai ba zai iya daidaita koma bayan da Amurka ta samu ba; yanayin da ake ciki gaba daya ba shi da kyakkyawan fata a gare su."
Babban hidimarmu:
· Jirgin Ruwa
· Jirgin Sama
· Sauke kaya guda ɗaya daga rumbun adana kaya na ƙasashen waje