 which a lot of folks seem fine with. Last year, Temu was the most downloaded iPhone app in the U.S. Lowett says it's not a huge problem for Amazon. The competitive threats tend to have more impact on how rapidly Amazon grows rather than is Amazon going to shrink. But there are reasons for Amazon to ship direct from China, says Kinchuk Jarath of Columbia. Axing U.S. warehouses could mean less stuff goes unsold.