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
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