Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Hong Kong Banks - Weak Property Lending Weakens More, Aggressive LDR Fall, Expect Poor Profit

PDD's Q125 Profit Decline Occurred Before US Squeeze | April-May US Sales Far Weaker for Temu, SHEIN

May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress

Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

It's Been a Tough Two+ Years for SHEIN & Its Investors, & Things Don't Get Easier From Here

Trump Admin's Tariff Headlines Obscure Suspension Of "De Minimis" Rule | Big Impact on SHEIN, Temu

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>Recently we revisited the SHEIN vs Amazon shopping comparison we first tried in Dec 2023</li>
<li>For the items we purchased 17 months ago, total cost at AMZN was largely unchanged</li>
<li>But at SHEIN, those items almost <em>tripled</em> in cost, still feature slow transits, difficult returns</li>
</ul>


Recently we revisited the SHEIN vs Amazon shopping comparison we first tried in Dec 2023
For the items we purchased 17 months ago, total cost at AMZN was largely unchanged
But at SHEIN, those items almost tripled in cost, still feature slow transits, difficult returns


Cainiao Smart Logistics Network (1437124D HK)

SHEIN Vs Amazon, Part II: What Changed Since Our Last Shopping Adventure? SHEIN Cost Nearly Tripled!