As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters
In this insight we explain why SHEIN's and Temu's youthful customer base in the US is a political liability, despite its attractive growth potential.
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Fast Retailing Faces a Severe Test from Beijing to Moscow
Despite severe headwinds from Fast Retailing's key Chinese market, the stock is holding up well. Russia and higher input costs are also concerns....
456 Views
The Launch of AllyLikes (Backed by Alibaba): Further Competitive Pressures on SHEIN, ZARA, and H&M
In this insight, we discuss the recent launch of allyLikes, which is backed by Alibaba Group (9988 HK). The core business model of allyLikes is...
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Uniqlo: The Toyota of Clothing
Uniqlo's branding is at last coming together outside Japan. For the first time, we finally believe Fast Retailing may be on track for global...
530 Views
India Internet & Consumer Weekly | Tencent, PayTM, Reliance, H&M
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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