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Michael Spencer's avatar

Your work is rather good. This is also a topic of great interest to me.

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Arjun Gujral's avatar

Is sales and marketing in the US ramping?

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Ivy Yang's avatar

Yes

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Arjun Gujral's avatar

By how much? Is over $5Bn doable for CY2025? Curious if you have any insight. Love your content by the way.

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Arjun Gujral's avatar

Or even anything that you could point me to.

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Ivy Yang's avatar

Here's a good link to some of the marketing spend that could form the basis for how you think about returns: https://www.businessinsider.com/temu-passes-shein-in-traffic-purchasing-visits-hasnt-surpassed-amazon-2023-9?utm_campaign=insider-sf&utm_source=linkedin&utm_medium=social

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