Private Markets, Angel and Secondary Investing, Sacra

Sacra

Bringing transparency to private markets so investors, founders, and employees can build on conviction.

Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>Last time we wrote about Shein, they’d generated $32.2B in revenue in 2023, up 40% YoY.</li><li>Now, with revenue growth slowing to 23% YoY (projected $39.6B revenue in 2024) amid increased competition with Temu (owned by Pinduoduo, NASDAQ: PDD) and President Trump promising to close the de minimis loophole that Shein has used to ship its products tax-free, the company is betting on its future as a global “everything store”.</li><li>While Shein has become the face of cheap goods flooding American markets tax-free, fast fashion was a wedge into Shein’s next stage—building a global everything store with a massive selection in direct competition with Temu (~$50B GMV in 2024, up 250%) for price-sensitive consumers across electronics, toys, furniture, and more.</li></ul>

Last time we wrote about Shein, they’d generated $32.2B in revenue in 2023, up 40% YoY.Now, with revenue growth slowing to 23% YoY (projected $39.6B revenue in 2024) amid increased competition with Temu (owned by Pinduoduo, NASDAQ: PDD) and President Trump promising to close the de minimis loophole that Shein has used to ship its products tax-free, the company is betting on its future as a global “everything store”.While Shein has become the face of cheap goods flooding American markets tax-free, fast fashion was a wedge into Shein’s next stage—building a global everything store with a massive selection in direct competition with Temu (~$50B GMV in 2024, up 250%) for price-sensitive consumers across electronics, toys, furniture, and more.

SHEIN

Shein Vs Trump