bullish

SHEIN

Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

161 Views16 Jun 2024 10:18
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+ of the air tons entering the US from China/HK/TW.
What is covered in the Full Insight:
  • Rising Cargo Revenue, Yield, Load Factor
  • Increase in Air Cargo Volume in the US and Asia
  • Influence of SHEIN, Temu on Asia-US Air Cargo
  • Potential Impact on SHEIN, Temu's Profitability due to Air Cargo Pricing
  • Significant Role of SHEIN, Temu in Air Cargo Industry
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
China & TaiwanIndustrialsEquity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart
x