SHEIN / Temu / AliExpress: After US Ended "De Minimis" Exemption, Shipments to US Declined 81%
The end of the US "de minimis" loophole has already decimated inbound parcel volume. It will also alter the business models used by SHEIN & Temu,...
12.1k Views
Monthly Air Cargo Tracker | May-July Data Shows Soft Demand, Ample Capacity, Lower Yields
A look at July yields, load factors, and tonnage growth in July suggests an Asian air cargo market that has plenty of supply to meet moderating...
260 Views
Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?
As part of its June quarter earnings release last week, Alibaba effectively "demoted" logistics arm CaiNiao by pushing it into a new "Others"...
406 Views
ZTO Express Q225 Results: No 'Good', Just the 'Bad' and the 'Ugly'
ZTO reported a weak set of results for Q225, with margins and cash flow declining sharply. Management also cut FY25 volume growth targets. We...
282 Views
ZTO Express Q125 Results: Adj EBITDA Barely Moved Despite +19% Y/Y Parcel Volume Growth | AVOID
ZTO Express reported core margin compression again in Q125, despite an acceleration of volume growth and impressive cost control. "Key accounts"...
331 Views