Search or
𝛼SK
𝛼SKbullish
Two Big Changes to SHEIN's Business Model in Response to the End of US "De Minimis" Exemption
236 Views25 Sep 2025 06:38
In recent weeks direct-to-consumer eComm platform SHEIN announced two dramatic changes to its business model. We believe the changes are in response to the closing of the US "de minimis" loophole.
What is covered in the Full Insight:
- Introduction
- SHEIN's New Partnerships
- Strategic Shifts Explained
- Impact of 'De Minimis' Exemption Closure
- Investor Concerns and Comparisons with Li & Fung
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- 2026 ("Year of the Horse") Major IPOs Pipeline in Asia09 Dec 2025
- SHEIN Update: US$2 Bn Net, "Mid-Teens" Revenue Growth Targets Shared | New Challenges in France?11 Nov 2025
- SHEIN / Temu / AliExpress: After US Ended "De Minimis" Exemption, Shipments to US Declined 81%08 Sep 2025
- SHEIN IPO Update: HQ Shifted (Back) To China | End of US De Minimis Exemption, Everywhere01 Sep 2025
- May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress28 Apr 2025
x