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[Blue Lotus E-Commerce Sector Update]: Shein's 3P Market Impacts Temu, Amazon, and Shopify

465 Views01 Jun 2023 17:41
Our recent interviews with Shein's 3P merchants suggest that Shein's newly launched 3P businesses, which include ODM and marketplace models, are specifically targeting Temu and Amazon, respectively;
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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