There has been so much interest around SHEIN lately, especially with media reports stating that SHEIN might be going public. Back in 2017/2018, many investors said, “SHEIN is growing too slowly, and the founder is prioritising the wrong things – supply chain instead of growth.” How the tables have turned!
We deep dive into the market logic behind Shein, and how they grew to a $100 billion valuation. We also look at the macro logic of the cross border ecommerce environment, not just in Southeast Asia but across the globe.