Temu bought six Super Bowl ad slots, likely for tens of millions, to win back US shoppers; US observed sales fell 12.5% MoM in December 2023 and 4.8% in January
the results of running the same commercial 5 times Gabrielle Fonrouge / CNBC : Temu returns to Super Bowl ad slate as lawmaker ire swells X: @tayredacted : Temu used y'all's credit card info to buy two Super Bowl ads Chris Bakke / @chrisjbakke : Monday morning emergency leadership meeting with the Senior Director of Marketing at Temu who was supposed to wire $8M for 1 Super Bowl ad and accidentally wired $80M for 10 Super Bowl ads: [image] Fred Liu / @haydencapital : @CCM_Brett Seems about right. They haven't marketed nearly as aggressively in US since summer. Consciously pulled back now that they've reached scale. Focus is on Europe right now + increasing order freq with existing customers. Would have been surprised if they actually hit Amazon... Rep. Carol Miller / @repcarolmiller : I'd rather have @theleegreenwood's ‘God Bless the USA’ stuck in my head during the Super Bowl than the jingle of a company that uses Uyghur slave labor to make their products. Watch my full interview with @CNBC on Temu's disregard of U.S. law ⬇️ [video] @tmtlongshort : Now might be a good time to resurface this nugget from META's 10k last week re benefit from TEMU/Tok spending like drunken sailors before user retention turned negative late last year. Skeptical this repeats in '24: [image] Ashley Hinson / @repashleyhinson : There was an eye-popping number of ads from Temu during the Super Bowl. @CBS shouldn't have given them a second of airtime. If you use the CCP-controlled Temu, your data is up for grabs in China & your money is supporting slave labor in Xinjiang. Don't shop on Temu! Fred Liu / @haydencapital : Another Super Bowl, another Temu ad campaign. Seeing a lot of comments on here about Temu's 2nd year of Super Bowl ads. Looking through the comments, it seems there's a lot of misunderstanding on just how effective last year's ads were. The CACs were $1 last year (!), vs.... [image] Amanda Mull / @amandamull : I wrote about why the shopping app Temu spent tens of millions of dollars running the same boring ad five times during the Super Bowl last night. (Gift link—free to read!) https://www.theatlantic.com/ ... Ed Sander / @edsander : @HaydenCapital Thanks for referencing my @TechBuzzChina report. An important aspect of the low CAC is that besides loads of advertising's (social media and Super Bowl), Temu lets their users acquire new users for them by giving them free products in exchange for sharing download codes. This... Dan / @kettlebelldan : @ChrisJBakke they took the whole shop like a billionaire to a new level Jess W / @jessfwilliams : I'm going to show this in a week to everyone who said the Temu ad was bad when sustained Temu google searches and app downloads are up 10x from before Super Bowl [image] Jay Rajdev / @jayrajdev : After dropping $1.2bn on meta ads last year, Temu kicked off their telly debut with THREE of these in superbowl last night [video] Jason Shuman / @jasonrshuman : GLP-1s spending less than Jesus and Temu on Super Bowl ads was not something I anticipated Fred Liu / @haydencapital : Temu's current unit economics + the metrics they're looking for this year. At $45 (at high end, avg is $35-40), 30% gross margin, and ~$10 shipping, it means the CACs will get paid in ~5 orders in current state. The key variables are churn & order frequency (and how that... [image] Darren Rovell / @darrenrovell : Ad Age named the Temu ad the worst commercial of the Super Bowl. It's very possible that, although not creative, funny or celebrity packed, that no ad will have a better ROI. [image] Congressman Jim Baird / @repjimbaird : Companies that are under investigation for profiting from forced labor in China should not be running Super Bowl ads. I'm disappointed that CBS and Paramount ignored a letter from my colleagues and I asking them not to air Temu's ad during the big game. https://www.cnbc.com/... @cnbcfastmoney : Shop like a billionaire? $PDD's Temu making a splash with multiple Super Bowl ads, but can the Chinese retail giant really make a sizable dent in the U.S. market? @FonrougeGab takes a closer look at potential obstacles and the company's long-term outlook: [video] Dr. Roger Marshall / @rogermarshallmd : If you were watching the Super Bowl wondering what Temu is and why they had so many ads you weren't the only one. On Super Bowl Sunday, Temu, a CCP-backed company, aired 6 commercials totaling OVER $21 million dollars. Your money and data are not safe with this CCP-controlled... LinkedIn: Patrice Adams : Let's talk about Temu's “shop like a billionaire” Super Bowl Ads. — This online shopping platform, notorious for its competitive pricing … Forums: r/baba : Temu Spent Millions on Six Super Bowl Ads as It Tries to Win Back US Shoppers See also Mediagazer