SHEIN Vs Amazon, Part II: What Changed Since Our Last Shopping Adventure? SHEIN Cost Nearly Tripled!
Our personal shopping "experiment" suggests that SHEIN has lost most of the price advantage it enjoyed over US eComm giant Amazon a year and a half...
642 Views
In Response to Tariff & "De Minimis" Changes, Temu Alters US Business Model, Morphing Into...Amazon?
In the US, Pinduoduo's Temu platform has made sudden, dramatic changes to its business model. The changes could bring Temu into direct competition...
794 Views
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
383 Views
Monthly Air Cargo Tracker | Even Before US Tariff Chaos, Conditions Had Turned Weaker (May 2025)
Even before US tariff increases and the end of the de minimis exemption, conditions in the Transpacific air cargo market were clearly turning weaker.
467 Views
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
356 Views