Honasa Consumer IPO - RHP Updates - Sales Strong, Slight Margin Improvement
Honasa Consumer (HC) is looking to raise about US$200m in its upcoming India IPO. In this note, we talk about updates from its recent filings.
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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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Why Is SHEIN Getting Into Bed with Forever 21? | Plus, More Legal and Political Challenges in US
In this insight we evaluate the new relationship between SHEIN and US brand Forever 21. Our main conclusion is that SHEIN is acting in response to...
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E-Commerce Giants Rush to Roll Out ‘Full-Service’ Business Model
E-commerce platforms worldwide, including Chinese-owned fast-fashion rivals Shein and Temu, are embracing a novel business model that offers...
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[Blue Lotus Japanese E-Commerce Sector Update]: Facing the Competition from Chinese ECommerce STAT
We anticipate that the major swing factor of global e-commerce platform is the global expansion of Chinese e-commerce companies, including Shein,...
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