Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)

This week's podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention - but consumers have been noticing this company for a while.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The mentioned article by Packy McCormick and Matthew Brennan is Shein: The TikTok of Ecommerce. —–—-Related articles:

• JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)
• JD and the Power of Production Cost Advantages in Retail (Daily Lesson – Jeff’s Asia Tech Class)
• Don’t Go Gaga Over Shein’s “Ultra-Fast Fashion” Model. It’s Mostly a Low-Priced DTC Apparel Story. (Asia Tech Strategy – Daily Lesson / Update)

 From the Concept Library, concepts for this article are:

• Competitive Advantage: Rate of Learning
• SMILE Marathon: Rate of Learning
• Share of Consumer Mind
• Economies of Scale
• Bargaining Power with Suppliers / Purchasing Economies

From the Company Library, companies for this article are:

• Shein

———–I write and speak about digital China and Asia’s latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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