TLDR
- Amazon stock rose 0.3% after hours to $245.15 following global expansion of Amazon Bazaar.
- The service, known as Haul in the U.S., offers items as cheap as $2 in 14 new markets.
- Expansion aims to compete directly with Chinese fast-fashion giants Shein and Temu.
- U.S. tariffs under President Trump dampened consumer sentiment, boosting demand for low-cost goods.
- Amazon’s international revenue rose 10% year over year to $40.9 billion in Q3 2025.
Amazon.com Inc. (NASDAQ: AMZN) shares closed at $244.41, up 0.56% on November 7, 2025, before inching 0.3% higher to $245.15 in after-hours trading.
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The stock’s modest rise came after the e-commerce giant announced a major global expansion of its low-cost retail platform, Amazon Bazaar.
The initiative extends the company’s reach into 14 additional international markets, reflecting Amazon’s push to capture the rapidly growing ultra-budget online shopping segment dominated by Shein and PDD Holdings’ Temu.
$AMZN just added NuPay to Amazon Brazil, giving $NU 123M users instant credit line boosts & up to 24-month installment options.
This is Amazon building native credit rails across Latin America’s fastest-growing consumer economy. pic.twitter.com/QenzmpFZ2y
— Shay Boloor (@StockSavvyShay) November 5, 2025
Amazon Bazaar Takes on Shein and Temu
Amazon Bazaar, called Haul in the U.S., was first introduced in Mexico in 2024 and later expanded to Saudi Arabia and the UAE. The platform specializes in ultra-cheap products like $10 dresses and $5 accessories, targeting cost-conscious consumers.
The new rollout includes countries such as Hong Kong, the Philippines, Nigeria, and Taiwan. Most items will be priced below $10, with some as low as $2, covering categories from home goods to fashion.
According to Amazon, products sold through Bazaar will ship directly from global fulfillment centers and be delivered via its existing network of service partners, ensuring consistent delivery standards.
Analyst Perspective: A Long-Term Global Play
Analysts view the expansion as a strategic move to secure Amazon’s position in emerging e-commerce markets. D.A. Davidson & Co. analyst Gil Luria described the initiative as a significant step in Amazon’s international growth strategy, emphasizing that Amazon typically commits to markets only when confident of achieving profitability.
Luria also noted that while Amazon often takes years to generate returns in new regions, success with low-cost items could allow Bazaar to extend beyond its core 23 markets to nearly every country globally.
Amazon reported Q3 2025 international revenue of $40.9 billion, a 10% increase year over year, excluding foreign exchange effects.
Competitive Landscape and Tariff Pressures
The expansion comes as Chinese competitors Shein and Temu accelerate their own international presence. Shein now operates in over 160 countries, while Temu ships to at least 70.
The competitive race intensified after the Trump administration’s removal of the de minimis trade exemption, which previously allowed shipments under $800 to enter the U.S. duty-free. The policy change has pressured low-cost importers but also created openings for Amazon to leverage its logistics and compliance infrastructure.
Outlook and Stock Performance
With year-to-date returns of 11.4% and a one-year gain of 16.36%, Amazon stock continues to outperform several peers, supported by strong e-commerce and cloud momentum. The company’s three-year return of nearly 170% underscores investor confidence in its long-term growth potential.
By expanding Amazon Bazaar globally, the company is positioning itself to compete in the fast-growing budget retail segment while solidifying its international dominance.
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