SHEIN Update: US$2 Bn Net, "Mid-Teens" Revenue Growth Targets Shared | New Challenges in France?
Last week, SHEIN reportedly shared FY25 revenue and net income targets with potential investors, which suggests progress towards an IPO. News out...
384 Views
Two Big Changes to SHEIN's Business Model in Response to the End of US "De Minimis" Exemption
In recent weeks direct-to-consumer eComm platform SHEIN announced two dramatic changes to its business model. We believe the changes are in...
224 Views
Primer: SHEIN (1895674D HK) - Sep 2025
SHEIN's on-demand, data-driven business model allows it to rapidly respond to fashion trends, offering a vast and constantly updated selection...
94 Views
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,...
12k Views
SHEIN IPO Update: HQ Shifted (Back) To China | End of US De Minimis Exemption, Everywhere
Two pieces of news that could affect SHEIN: 1) the company reportedly will shift its HQ back to China soon to pave the way for a HK IPO; 2) the US...
367 Views