27 Comments
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Deepak Gopalakrishnan's avatar

That's one heck of an analysis. Super stuff.

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Karina's avatar

Awesome analysis, but I just wanted to pointed out that “that request to track all activity across other apps and websites” will probably not be a source of concern, as it will gradually be requested by most apps due to Apple’s recent privacy updates (App Tracking Transparency).

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Ebrahim S Moola's avatar

Great article, thank you. Is it possible to get exposure somehow to SheIn and TikTok for a small-fry retail investor?

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Hirum's avatar

This is an amazing read Packy and Brennan. Shine is hiding in plain sight. Literally. Thank you for being thorough. 感谢你们两个的努力!

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Zach Weisman's avatar

Wow! Thanks for that. Definitely not boring. Excellent read and eye opening stuff!

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Hervé de La Morinerie's avatar

What about shipping ? What is the point being fashion responsive if shipping stay slow ? Then the thesis doesn't hold.

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Abraham Augustine's avatar

Good point Hervé. Fast fashion but only for the seller to sell faster.

That might be the kink that makes another Chinese e-commerce giant?

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Kulan's avatar

The best piece yet! Super super insightful, and an awesome find of a company nobody's really talking about that they should be

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David's avatar

Very good post. I know its from 2021, but can I translate part of this article into Spanish with links to you and a description of your newsletter?

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Lalita's avatar

Hi, Wondering if you could share where you get all your statistics from? I've only just discovered your blog so please accept my lack of knowledge about your background and how you do what you do. I'm super keen to find out verified statistics of Shein. At the same time I'm very cautious of sourcing these things with search.

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Cris Tô's avatar

Really impressive with this blog, hope you have more deepth

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Absolut Search's avatar

A spectacular and exhaustive analysis! There is little left to add. Perhaps it is worth emphasizing the importance of being prepared to seize the opportunities that, in this case, arose from the pandemic and the subsequent lockdown.

https://absolutcount.substack.com/p/tiktok-the-queenmaker

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Umair Aslam's avatar

Loved reading this. Keep it up

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Nicole's avatar

fyi your usereap feedback is not working.

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sally macdonald's avatar

Sorry, but Shein has been known (by many women who shop) for ages. This is one of the key reasons I believe it was slow to be recognised and analysed...The same reason that women tech founders attract only 2% of the private equity/venture money out there. We women are half the world but still too much of an afterthought in business and life.... The irony of Shein is its success is built on top of hugely appalling working conditions for the women making the $3 bikinis!

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Trisha's avatar

What's is Chris Xu's proper Chinese name?

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Sriprabha's avatar

Personalized 1:1 German Language Training in Chennai

https://germanschool.in/

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