Marius Pantea’s Post

How Much Stronger Does Shein's Fulfillment Get With a Massive IPO Seems like Shein is making plans to quickly move forward with their IPO. Tired of the challenges with US regulators, they're going to list on the London Stock Exchange. This isn't a surprise, they've been talking about it for a while. It's highly likely they will be able to fast track on the LSE (it's importance has been dwindling and they would benefit from the surge Shein would bring). An influx of capital would add even more pressure to the North American fashion industry. With that boost, Shein will accelerate their inventory holdings in the US and Canada and be able to boost their air freight even more. Masters at pushing consumers to buy on promotions and gamification, they'll have even more money to fund their aggressive sales tactics. How much more can domestic brands take? Shein (and other Chinese brands) are relentless with their focus to establish a stronghold in North America. -------- ---------- ---------- ---------- ---------- Would your network find this interesting? Be the first to get it to their feed by commenting or sharing Get my Deeper Dives newsletter 1x/wk 👇 https://lnkd.in/dCsUAauR Want to submit a question for me to write about 👇 AMA: https://lnkd.in/e3RjBiJD https://lnkd.in/eK9U4nay

SHEIN plan to IPO in London -- likely good news for the UK financial market. The growth of this business -- and its profitability -- has been eye-watering, and I'm sure that will continue. I wish them well. I'm interested to see how this online fashion heavyweight now demonstrates leadership responsibility -- especially in the areas of human rights and sustainability. All companies must now take responsibility of their entire value chain, including all upstream manufacturing and transportation, through to end-of-life treatment of products. Companies will need to do this because regulation is coming. More importantly, they need to do this because it is the right thing to do. #onlinefashion #fashionretail #esg #sustainability

🌟 Shein’s Stellar 2023: A Glimpse into the Future of Fast Fashion 🌟 ✨ Record-Breaking Success: Shein shattered expectations in 2023, boasting over $2 billion in profits and an impressive $45 billion GMV. This marks a significant leap from their $700 million in 2022 and $1.1 billion in 2021 net incomes. 🔥 Outpacing Giants: The fast fashion titan has outshone rivals, with profits eclipsing those of industry stalwarts H&M and Zara’s parent company, Inditex. 🚀 IPO Watch: Eyes are on Shein as it prepares for potentially the largest IPO of the year, valued at over $60 billion. This move is seen as a bellwether for regulatory attitudes and market openness. 🌍 Strategic Moves: Despite relocating its headquarters to Singapore, Shein’s operational heart remains in China, with over 10,000 employees steering the company’s innovative endeavors. 📈 Market Maneuvers: Facing SEC delays, Shein is also eyeing London for its IPO, reflecting the broader challenges Chinese companies face in global markets post-Didi’s IPO fiasco. #Shein #FastFashion #IPO #GlobalMarkets #Innovation #SustainableFashion #BusinessGrowth #MarketTrends

Shein, the Chinese e-commerce giant, achieved remarkable success, doubling its profits to an astonishing $2 billion. This financial triumph underscores Shein's expertise in the fast fashion industry. Shein's strategic acquisitions, including a significant stake in Forever 21's parent company and Missguided's IP, demonstrate its ambition to extend beyond fashion. In addition, Shein is the main competitor of the Temu marketplace, which is currently actively growing. Despite its success, Shein faces regulatory hurdles on its path to a potentially record-breaking IPO. Shein's adaptability and aggressive growth strategy position it as a major force in the global retail landscape. You can find more info about Shein’s success and some controversial issues by accessing the following link: https://lnkd.in/eW7bmv7w #Shein #ecommerce #fashionindustry #Temu #strategy #marketplace #retail #globalretail

Fast-fashion brand Shein may move its initial public offering, or IPO, from New York to London, Bloomberg reported on Tuesday. The retailer, which was founded in China but is now based in Singapore, confidentially filed to go public last year. It was seeking a valuation of $80 billion to $90 billion. Shein — which is known for its super-fast turnover of trendy items at rock-bottom prices — still prefers to list in the US, but is considering listing in London as it thinks the US Securities and Exchange Commission will not approve its IPO. It's also considering Hong Kong or Singapore as potential IPO locations, according to the media outlet. Shein's IPO could be a huge one. If the retailer is valued at $90 billion, it would be able to raise $9 billion even if just 10% of its shares go public. This would put it just behind Porsche's $9.1 billion IPO in 2021. #shein #ipo #stockexchange #sebi #updates #fashion

The possibility of a SHEIN IPO has been on the table for a long time. However, it now looks like it is moving closer with the company having filed confidential paperwork for an offering on the London Stock Exchange. I am often asked about Shein’s reputation and the impact it will have on an IPO. The honest answer is that Shein is a company with two reputations: a consumer one and a corporate one. For all the negativity around Shein, the consumer reputation is in a reasonable place. Yes, some shoppers have doubts about Shein’s operations but most overlook these because of the cheap prices and quick fashion fixes. The same thing applies to quality where Shein is not always that highly rated – it’s a trade-off many are willing to make in exchange for not having to pay much for garments. This reasonably balanced value proposition is why Shein has grown strongly. The corporate reputation is a different animal. Shein has not convinced many politicians and trade groups over its business practices. And while these folks do not buy products directly, they can make life difficult for Shein in terms of policies and regulations. Indeed, a UK-based human rights group is already calling on the Financial Conduct Authority to refuse the application to list. As a public company this matters more than ever and means corporate reputation will become far more critical than it has been in the past. I spoke more about this with Marketing Week (link to article in the comments)... #retail #retailnews #fashion #fastfashion #IPO #reputation

So, Shein is considering going public. Really? The fast fashion giant known for its rock-bottom prices and rapid turnover is eyeing an IPO. But let's talk about what’s really happening here. While they’ve dazzled consumers with cheap, trendy clothes, the cost behind those clothes isn't just monetary. We're talking about exploitative labor practices, environmental damage, and a culture of disposable fashion. And now, they want investors to buy into this model? 🤔 Are we seriously going to ignore the ethical black hole just because their financials look shiny on paper? It's time to ask the hard questions and hold companies accountable: can we continue to support a business model that profits from unsustainable practices? Or should we demand more responsibility and transparency before they get our investments? Shein’s IPO might look like a gold mine, but at what cost? 💰🌍👚 #SheinIPO #FastFashion #SustainableInvesting

🚀 Breaking News: Shein's Bold Move to the Public Markets! 🌍✨ Shein, the largest and fastest-growing apparel company in the world, is gearing up for an exciting new chapter. The fashion giant is reportedly about to file a prospectus with Britain's Financial Conduct Authority, seeking approval to launch a public offering of shares valued at an astonishing $63 billion on the London Stock Exchange. 💹🇬🇧 This monumental step not only underscores Shein's incredible growth trajectory but also highlights London's stature as a premier global financial hub. As Shein prepares to go public, we're looking at a potential game-changer in the retail industry, with far-reaching implications for investors, competitors, and fashion enthusiasts worldwide. Stay tuned for more updates on this landmark event. The fashion world is about to witness history in the making! 🌟🛍️ #SheinIPO #FashionIndustry #LondonStockExchange #InvestmentOpportunity #RetailRevolution #GlobalMarkets #invstmentbanking #IPO #opportunities #finance #accounting

Shein investors are trying to sell shares in private market deals that value the online fashion giant at as low as $45 billion. Shareholders offered stock at valuations ranging from $45 billion to $55 billion in late 2023,that’s down from the roughly $66 billion Shein achieved during a May round of fundraising. But they struggled to find buyers even at those depressed levels. Source: Bloomberg Jan,2024. #china #shein #onlinebusiness #ipos #stockvaluation #investmentanalysis #availabletopublic #sellingsharesonstockexchange #raisingcapital #mightbeexitstrategy

Has SHEIN already had their moment? With all the buzz about Shein potentially IPOing on the LSE it's interesting to look at their brand demand over the last two years. After years of stellar growth it has really started to decline at potentially the worst possible time. There is no doubt that the womenswear sector has declined. Metis by MediaVision shows that the whole sector's brand demand is collectively down by 10% on average however SHEIN is down by 18% YoY. With brand demand correlating closely with share price in B2C ecommerce I'm wondering what effect that will have on the IPO. What are your thoughts? #branddemand #Metis #opportunitywhere