Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

There's Something About Air Cargo (Part II)

Why SHEIN and Temu Are Worried About Reform of De Minimis Imports into the US

As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters

Why Is SHEIN Getting Into Bed with Forever 21? | Plus, More Legal and Political Challenges in US

TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition

Full-Year Results for Alibaba's CaiNiao: Reduced Losses, Slower Growth, and A (Likely) 2024 IPO

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN</li>
<li>Selecting comparable items, we looked at landed costs, transit times, returns</li>
<li>SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?</li>
</ul>


We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN
Selecting comparable items, we looked at landed costs, transit times, returns
SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?


Cainiao Smart Logistics Network (1437124D HK)

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