Best podcasts about Shein

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Latest podcast episodes about Shein

World Business Report
State of emergency in Panama

World Business Report

Play Episode Listen Later May 28, 2025 26:28


US banana giant Chiquita has laid off around 5,000 workers following a month-long strike as part of nationwide industrial action. Workers are protesting against new social security laws lowering pensions. In 2023, Panama exported $273m of bananas, making it the 13th largest exporter of bananas in the world. What do the layoffs mean for Panama and the wider banana industry?In Africa, the Economic Community of West African States (ECOWAS) celebrates its 50th anniversary amid recent exits from prominent member states. David Harper looks at the latest market developments from Shein, Temu and Nissan.

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 28-May

FactSet U.S. Daily Market Preview

Play Episode Listen Later May 28, 2025 4:46


S&P futures are pointing to a slightly softer open today, down (0.2%). European equity markets are edging higher in early trades. Asia finished a mixed session with Japan and Korea flat or slightly higher, while Hong Kong and Australia traded lower. Bond markets remain in focus as yields initially rose on reports that Japan's finance ministry might reduce super-long bond issuance after last week's market turmoil. However, the latest JGB 40-year auction was softer than expected with a higher-than-expected accepted yield of 3.135%, the highest since 2007. Companies Mentioned: Motorola, Travelers Cos., Chevron, Shein

MladýPodnikatel.cz
Zahraniční konkurence: Jak na ni reagovat? | Martin Horský (JPF)

MladýPodnikatel.cz

Play Episode Listen Later May 28, 2025 38:25


Jedno z největších témat tuzemské e-commerce je příchod zahraničních prodejců a marketplaces, jako je Temu, Shein, Allegro a další. Českým e-shopům tak vznikla obrovská konkurence, což má dopad i na jejich marže, ceny reklamy a spoustu dalšího. Dopad to má i na jejich náladu, protože pro spoustu podnikatelů to znamená těžké zkoušky a výzvy, které musí překonat. Pojďme si o tom povídat - mým hostem se senior interim manažer z JPF Martin Horský. Tato epizoda je součástí podcastu, který pro vás od roku 2015 připravuje Jiří Rostecký. Videa k podcastům najdete na jeho webu: www.rostecky.cz (Sponzorováno) Veškerá doporučení, informace, data, služby, reklamy nebo jakékoliv jiné sdělení zveřejněné na našich stránkách je pouze nezávazného charakteru a nejedná se o odborné rady nebo doporučení z naší strany. Podrobnosti na odkazu https://rostecky.cz/upozorneni.

Marketplace All-in-One
Shein accused of breaking EU sales laws

Marketplace All-in-One

Play Episode Listen Later May 27, 2025 6:33


From the BBC World Service: The EU Commission has accused Chinese fashion retailer Shein of using illegal commercial practices to mislead customers. Plus, Taiwan Semiconductor Manufacturing Company is expanding its presence in the U.S., as President Trump looks to boost the economy with more tech manufacturing.

Marketplace Morning Report
Shein accused of breaking EU sales laws

Marketplace Morning Report

Play Episode Listen Later May 27, 2025 6:33


From the BBC World Service: The EU Commission has accused Chinese fashion retailer Shein of using illegal commercial practices to mislead customers. Plus, Taiwan Semiconductor Manufacturing Company is expanding its presence in the U.S., as President Trump looks to boost the economy with more tech manufacturing.

Woman's Hour
Sian Gibson, International aid, Author Agustina Bazterrica, Shein

Woman's Hour

Play Episode Listen Later May 27, 2025 58:08


Known to many as Kayleigh in Peter Kay's Car Share, Sian Gibson joins Kylie Pentelow to discuss her hit BBC comedy The Power of Parker which returns for a second series this week. Sian co-wrote and stars in the series as Kath, a mobile hairdresser by trade and the devoted mistress of her sister's husband. Set around the fortunes of the Parker family's electrical shop in 1990s Stockport, the next instalment sees a shift of power between the trio of Kath, her sister Diane and the object of their affection, Martin Parker.If you open the website for online retailer Shein, a pop-up immediately appears offering a ‘special deal' just for you. But are these savings what they seem? Yesterday the EU told the Chinese fast-fashion website that these discounts, as well as other pressure-selling tactics on its website, infringe EU consumer law and they've given Shein one month to respond or face fines. Mitch Labiak, senior business journalist for the BBC, explains more.Argentinian author Agustina Bazterrica's novel Tender is the Flesh became a worldwide sensation, with sales of over half a million copies in the English translation alone. She talks about her most recent novel, The Unworthy, which is set post-climate apocalypse in a walled sanctuary known as the Sacred Sisterhood. But is it a refuge from the disease and violence that exist outside its walls or a dangerous prison for the women who live there?Announcements of cuts to foreign aid this year from both the UK government and US government, amongst others, have left many organisations facing funding issues and putting their programmes at risk. As humanitarian crises continue across the world, including in Ukraine, Gaza, Sudan, with many vulnerable people suffering including women and girls, the need to provide aid remains as high as ever. Dr Helen Pankhurst, Senior Advisor on Gender Equality for Care International UK, and Sofia Calltrop, the UN Women Chief of Humanitarian Aid, discuss the effects of these cuts on women and girls globally and the importance of gender equality programming.Since Labour has come to power, there's been a number of issues that have divided the party. From tax rises to whether it should be a two or three-child benefit cap, the tension has been tangible. And with accusations of briefings against female cabinet ministers, what impact is this Labour in-fighting having on women in the party? We spoke to chief political commentator for the I paper, Kitty Donaldson, and UK politics commentator for Bloomberg, Rosa Prince.Presenter: Kylie Pentelow Producer: Kirsty Starkey

World Business Report
Shein accused of breaking EU law

World Business Report

Play Episode Listen Later May 27, 2025 26:28


Global fast-fashion retailer, Shein, has been accused of breaking EU law with manipulative sales tactics. We hear from the Director General of the European Consumer Organisation.In Africa, the search for the new president of its top financial institution is almost over. Who could be the new leader for the African Development Bank and what could that mean for the continent?Plus, Will Bain finds out why business leaders are rushing to apply for New Zealand's golden visas.

News Headlines in Morse Code at 15 WPM

Morse code transcription: vvv vvv It missed us by inches Witnesses describe car driving into crowds at Liverpool FC parade Newspaper headlines Liverpool glory descends into horror Fiona Pender Missing pregnant woman investigation upgraded to murder Japan plane diverted after man tried opening door mid air What we know about the Liverpool FC parade incident John Swinney accuses Reform of racism over Anas Sarwar advert Gloucestershire cheese rolling Tom Kopke wins again Fake discounts on Shein breach law, EU says Trump calls Putin absolutely crazy after largest Russian drone attack on Ukraine In pictures King Charles and Queen Camilla welcomed in Ottawa

Communism Exposed:East and West
European Commission Accuses Shein of Deceptive Sales Practices

Communism Exposed:East and West

Play Episode Listen Later May 27, 2025 5:37


Serious Sellers Podcast: Learn How To Sell On Amazon
#667 – Amazon's $2.5 Trillion Seller Report, TikTok Shop Shifts, & Audio AI Hits Your Listings | Weekly Buzz 5/22/25

Serious Sellers Podcast: Learn How To Sell On Amazon

Play Episode Listen Later May 22, 2025 21:37


Amazon's new small business report reveals exactly how the marketplace is doing for independent sellers, TikTok users reveal who's really shopping on TikTok Shop, and Amazon is issuing surprise refunds dating back to 2018. These and more buzzing news on this episode! ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos We're back with another episode of the Weekly Buzz with Helium 10's Senior Brand Evangelist, Shivali Patel. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. New Amazon report shows small businesses have created millions of US jobs and built thriving communities https://www.aboutamazon.com/news/small-business/amazon-2024-small-business-empowerment-report Are US TikTok users turning to TikTok Shop? https://business.yougov.com/content/52193-are-us-tiktok-users-turning-to-tiktok-shop Got a Surprise Amazon Refund? We Now Know Why https://www.pcmag.com/news/got-a-surprise-amazon-refund-we-now-know-why EU plans 2 euro fee for low-value parcels in setback for Shein, Temu https://www.reuters.com/business/retail-consumer/eu-eyes-2-euro-handling-fee-online-parcels-customs-reform-2025-05-21/ Shopify launches AI tool that builds complete online stores from keywords https://www.reuters.com/business/shopify-launches-ai-tool-that-builds-complete-online-stores-keywords-2025-05-21/ Boost sales with Memorial Day Outlet merchandising https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHMjlOQ1RLUUIyVEZFSzJQ Manage shipments easier with new Send to Amazon features https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHSEFZSzlLRkszTFI5S0hG Change to Buyer-Seller Messaging options https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHNENSQUpOSzJENkQ0VFJO For our new feature alerts, Helium 10 has introduced a powerful update to its Helium 10 Ads Campaign Builder, now supporting Sponsored Display Audience Targeting with options to optimize for impressions, visits, or conversions, along with expanded audience targeting and multiple ad formats, including video. Additionally, the revamped Ads Academy. Hosted by Bradley Sutton and Destaney Wishon, offers a comprehensive, beginner-to-advanced course on Amazon advertising, accessible to all Helium 10 paid subscribers. This week's strategy highlights how sellers can use Helium 10's Search Query Performance Analyzer tool to identify every keyword that generated a sale over a specific period directly from Amazon data. Unlike Amazon Seller Central, this tool allows for efficient filtering by product, keyword, and time frame, offering a faster, clearer view of what's truly driving sales. As we wrap up this episode, we invite you to stay tuned for the latest trends shaping the e-commerce landscape, equipping you to thrive in a rapidly evolving market. In this episode of the Weekly Buzz by Helium 10, Shivali covers: 00:50 - $2.5 Trillion Milestone 02:52 - TikTok Shop Truth 05:23 - Refunds from 2018 06:52 - EU Hits Back 08:50 - Shopify Builds Stores 10:08 - Amazon Adds Audio 12:08 - Homepage Outlet Push 13:34 - Send-to-Amazon Updates 14:50 - Message Marked Gone 15:38 - Helium 10 New Feature Alerts 18:29 - Training Tip: Search Query Analyzer by Helium 10

Honest eCommerce
Bonus Episode: Tweaking Tariffs to Maximize Margins Legally with Izzy Rosenzweig

Honest eCommerce

Play Episode Listen Later May 22, 2025 22:29


Izzy Rosenzweig is the founder and CEO of Portless, a supply chain platform helping ecommerce and DTC brands fulfill customer orders directly from China, cutting delivery times and unlocking cash flow through tax deferment and tariff optimization.A 10-year DTC veteran, Izzy first launched Browze in 2012, shipping over 2.5 million home and kitchen products globally. After building a China-based fulfillment center to improve customer experience, he saw an opportunity to help other brands bypass traditional U.S. warehouses, leading to the creation of Portless.Portless enables brands to ship faster, avoid upfront taxes, and reclaim working capital, transforming how modern operators manage logistics. Izzy's deep experience in cross-border fulfillment, HS code strategy, and tariff engineering gives him a unique lens into how ecommerce brands can survive regulatory shifts and thrive under pressure.With a margin-first, speed-to-cash mindset, Izzy helps brands reimagine global operations to win in today's volatile landscape, efficiently, legally, and profitably.In This Conversation We Discuss: [00:43] Intro[00:56] Understanding the De Minimis model[02:36] Revealing the new customs entry methods[07:35] Clarifying tariffs vs. import taxes[08:25] Comparing global manufacturing options[09:30] Recognizing China's manufacturing edge[10:36] Separating security from supply chains[12:24] Predicting the next tariff move[13:39] Balancing tariffs with tax reform[15:18] Pausing growth without clear policy[16:00] Deferring taxes to boost cash flow[20:02] Migrating platforms to save cashResources:Subscribe to Honest Ecommerce on YoutubeRevolutionize your inventory and fulfillment process portless.com/Follow Izzy Rosenzweig linkedin.com/in/izzy-rosenzweig-13653846If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Plus
Názory a argumenty: Tereza Zavadilová: Evropané brzy opustí ráj z Temu a Sheinu

Plus

Play Episode Listen Later May 21, 2025 3:08


Ve světě zuří obchodní válka rozpoutaná postojem Donalda Trumpa i vyostřenými diplomatickými konflikty. Má to i vedlejší efekty. Přestože ohnisko boje není mezi Čínou a Evropou, i obyvatelé kontinentu si brzy připlatí. Evropský komisař pro obchod Maroš Šefčovič navrhuje, aby na levné balíčky objednávané především z Číny, byl uvalen nový poplatek dvě eura za kus. Postihne to hlavně online prodejce levné módy a věcí do domácnosti jako je Shein či Temu.

REP. MATT SHEA - PATRIOT RADIO
Why Your Cheap Shein Haul Is Funding WW3

REP. MATT SHEA - PATRIOT RADIO

Play Episode Listen Later May 21, 2025 57:48


Patriot Radio is the BEST stop for the news BEHIND the news from Matt Shea: a Pastor, Attorney, Military Officer, and WA State Representative. ____________ SUPPORT US Use promo code PATRIOTRADIO for HUGE savings on some of the BEST intelligence from Epoch Times! Subscribe here: https://ireadepoch.com BRAVETV is one of the best TV platforms that is not controlled by the enemy. Here's a big discount: https://bravetv.store/patriotradio ____________ FOLLOW PATRIOT RADIO X: https://x.com/RepMattShea Rumble: https://rumble.com/c/patriotradious Podcast: https://mattshea.podbean.com Gab: https://gab.com/MattShea #live #patriotradious #news #truth #america

Lenglet-Co
FRANÇOIS LENGLET - Pour contrer le flot de produits expédiés par Shein ou Temu, Bruxelles envisage une surtaxe de deux euros sur les petits colis arrivant en Europe

Lenglet-Co

Play Episode Listen Later May 21, 2025 3:16


Ecoutez L'angle éco de François Lenglet du 21 mai 2025.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Business Matters
The US's largest political donor plans to cut back

Business Matters

Play Episode Listen Later May 21, 2025 49:35


Elon Musk, the US's largest political donor, plans to cut back on political spending after giving more than $250m on Trump's 2024 presidential campaign. What will that mean for his businesses like Tesla, X and SpaceX?In the EU, there are plans for a €2 fee on cheap parcels from China, hitting companies like Temu and Shein.Over in Canada, the recently re-elected Liberal government says it won't release a federal budget this year.

Shared Lunch
‘Occupy, dominate, and defend': Briscoe Group's growth plan

Shared Lunch

Play Episode Listen Later May 21, 2025 27:10 Transcription Available


How do you steer a retail giant through US-China trade conflicts and low consumer spending?Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers. In this episode, we find out: why is Briscoe Group investing $100M in a new distribution center while sales are flat? Why would this big box retailer plan to open 15 smaller 'metro' stores? Are Briscoes or Rebel concerned about incoming retail giants like IKEA, and budget e-commerce sellers like Temu and Shein? Plus, Rod shares some surprising numbers about online vs. in-store sales. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

Hora 25
Hora 25 de los negocios | Jaque a Shein

Hora 25

Play Episode Listen Later May 21, 2025 20:56


La Unión Europea propone gravar todos los paquetes de bajo coste con 2€. La medida pone en jaque el modelo de negocio de empresas como Shein o Temu. Lo analizamos en Hora 25 de los Negocios.

World Business Report
EU plans fee on cheap Chinese parcels

World Business Report

Play Episode Listen Later May 20, 2025 26:28


The EU plans a €2 fee on cheap parcels from China, hitting companies like Temu and Shein. We hear from the Chief Executive of the European Consumer Association.Syria has a chance to reboot its economy as the EU lifts some sanctions. We hear from Syrian businesses on what this second chance could mean for them.And Devina Gupta finds out how the world's largest maker of electric vehicle batteries has had the biggest stock market listing of the year.

Omni Talk
ASOS Expands Next-Day Delivery to InPost Lockers | Convenience Meets Fashion

Omni Talk

Play Episode Listen Later May 18, 2025 4:34


ASOS has partnered with InPost to offer next-day delivery to locker locations across Europe, enhancing speed and flexibility for online fashion shoppers. While the model is efficient and popular in dense urban markets, Chris and Anne explore whether the U.S. consumer landscape is ready for this kind of out-of-home delivery. This clip from the Omni Talk Retail Fast Five is brought to you by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, Infios, and ClearDemand.

snobOS
Apple Snitching On Your Kids

snobOS

Play Episode Listen Later May 16, 2025 38:05


Apple knows when your kids are trying to hack Screen time…The LowdowniOS 18.5 released, Lopez Class Action Settlement email important, Apple tariff truths questioned.2nd StringTemu and SHEIN see lower tariffs…kindaFor The CultureGoogle settles bias lawsuit with Black employeesThe Hookup‘Hold That Thought' Shortcut

Secrets d'info
Shein : l'intense lobbying du géant de la mode express

Secrets d'info

Play Episode Listen Later May 16, 2025 37:24


durée : 00:37:24 - Secrets d'info - par : Benoît COLLOMBAT, Cellule investigation de Radio France - Critiquée pour ses productions à bas coûts et son empreinte écologique désastreuse, la marque d'habillement en ligne chinoise déploie de gros moyens pour redorer son blason. Et tenter de s'opposer à une loi qui vise à encadrer ses pratiques en France. - réalisé par : Christophe IMBERT

Emily Chang’s Tech Briefing
Trump's tariffs hit Chinese commerce sites but boosts in-person retailers

Emily Chang’s Tech Briefing

Play Episode Listen Later May 16, 2025 4:39


Time now for our daily Tech and Business Report. KCBS Radio news anchor Holly Quan was joined by Bloomberg's Spencer Soper. President Trump's decision to end a tariff exemption on small packages has taken a big hit on Chinese commerce sites Temu and Shein. That, however, provides somewhat of a boost for retailers and discount stores.

Le zoom de la rédaction
Fast fashion : le lobbying intensif de Shein, visé par une proposition de loi contraignante

Le zoom de la rédaction

Play Episode Listen Later May 16, 2025 4:04


durée : 00:04:04 - Le Zoom de France Inter - Face à une proposition de loi qui vise à lutter contre l'impact environnemental de la fast fashion, le géant chinois de la vente en ligne de vêtements à bas prix, dont le discours est relayé par l'influenceuse Magali Berdah, a notamment recruté l'ex-ministre de l'Intérieur Christophe Castaner.

The Daily
The End of Fast Fashion?

The Daily

Play Episode Listen Later May 15, 2025 24:26


For years, American consumers have been able to spend next to nothing on the latest fashion trends, thanks in large part to Chinese clothing companies like Shein and Temu. These businesses have long used a loophole to send millions of packages a day into the U.S. from China tax-free.Now, President Trump is closing that loophole, even as he de-escalates his larger trade war with China, and prices are going up.Meaghan Tobin, who covers business and technology in Asia, discusses whether this might be the end for fast fashion.Guest: Meaghan Tobin, a correspondent for The New York Times, covering business and technology in Asia.Background readingMeaghan Tobin and Agnes Chang write about President Trump's latest changes to taxes on small packages from China.Meaghan Tobin explains how a U.S. tax loophole supercharged China's exports.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Qilai Shen for The New York TimesUnlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

雪球·财经有深度
2862.谈谈拼多多

雪球·财经有深度

Play Episode Listen Later May 15, 2025 18:25


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫谈谈拼多多,来自wangdizhe。2020年美股熔断那会儿,腾讯大概460港股,都憋在家里,所以打游戏,看视频的反而多了,业绩向好,股价并不便宜。亚马逊股价120美元左右,反而逆势上涨。连续上涨的,甚至不怎么跌的,都没买入的必要。在那个时候,已经注意到了拼多多,但研究不多,股价大概40美元附近。拼多多不仅年轻人在用,而且很多上岁数的人在用,因为“不用砍价”,也不用太和卖家沟通,都是爆款,性价比高,直接下单即可,能有效降低生活成本。这几年业绩增长很快,先看看2024年,营收3938.4亿元,同比增长59%,归母净利润1124.3亿元,同比增幅高达87%。拼多多东西卖的很便宜,但它2024年毛利率60.93%,净利率28.55%。全年总毛利润3938.36*60.93%=2400亿元,同比增长54%。拼多多毛利率60.93.%。显著高于阿里巴巴和京东,核心差异在于拼多多以轻资产广告为主,而阿里、京东需承担物流和仓储成本。所以拼多多是轻资产经营模式。拼多多的生意,广告业务是真挣钱的地方,因为广告业务毛利率超过80%,远高于商品销售。得有人看,有人点,流量才大啊,所以拼多多就用高性价比属性,来吸引流量。2024年广告收入占比达50.3%,这一比例远超传统电商平台。所以卖东西,就是一个引子,核心是收商家的广告费。它是一种特殊的“内容变现模式”,内容不是短视频或者文章,而是人们一次次购买商品的行为,创造了一种“行为流量盈利模式”。所以表面看是卖东西的,其实是主要靠广告挣钱,当然了,二者是联动在一起的,也需要极致的供应链控制。早在2009年初的时候,阿里的聚宝盆项目,我就注意过,其实很多年之后,拼多多学了这个项目的精髓,并利用了移动互联网的新玩法。拼多多负债率37.96%,显著低于行业平均水平,处于电商行业低位。负债率2019年时候是67.59%,那时候刚起步,花的多挣的少,慢慢的盈利起来之后,负债就降低了。总负债258.14亿美元。其中流动负债为258.14亿美元,主要由应付账款和其他流动负债构成,无短期借款非流动负债仅4.52亿美元:包括融资租赁负债等长期负债。整体看有息负债率也就是1%(大概15亿元人民币),财务费用为0,几乎无利息支出压力。现金及短期投资达547.98亿美元,是流动负债的2.12倍,流动比率为2.21,远超1的安全线同时截至2024年底,现金储备总额达3316亿元人民币,覆盖总负债126%,无流动性风险。全年经营活动现金流净额1219亿元人民币,自由现金流1213亿元,现金流对净利润的覆盖率达108%,盈利质量很高。所以,看一下净现金,也就是,净现金=货币资金+交易性金融资产-有息负债。也就是1261.94+2737.92-15=3985亿人民币。现在的总市值大概1700亿美元,汇率如果按照7.2计算,那就是12240亿人民币。减去净现金就是8255亿人民币。静态看,归母净利1124.35亿元,潜在市盈率大概7.34倍。当然了,汇率部分会有些影响,但不大。另外这么算仅仅是一个“毛估估”的数据,因为近2年以来,归母净利都在以90%的增速在增长,这还没有考虑业绩成长性。机构普遍认为拼拼多,在今年业绩增速会慢慢降下来,归母净利大概1263亿元,同比增速12.33%,所以动态看,潜在市盈率就是6.54倍。到了2027年,归母净利大概1770亿元,那样的话市盈率就是4.66倍。其实随着盈利提升,账面现金也会更多,这部分还没细算。高毛利率,高净利率,高现金度,低负债率,估值还低,这几项是牛股要素,看着挺不错的。再看看它这个钱是具体怎么挣的。一种是按照盈利模式来分。这种分法简单,就是广告和交易服务。第一大部分,在线业务服务,也就是广告业务全年收入1979.34亿元,占总营收50.3%,同比增长29%分类业务毛利率没公布,只告送公司整体毛利率60.93%。但可以大致推导一下,按照历史数据广告业务毛利率80%左右,但2024年受补贴影响可能略降至约76%,这样广告业务毛利润就是大概1979.34*76%=1504亿元。这一高毛利得益于精准推荐算法和商家生态优化,广告投放效率行业领先。商家为提升商品曝光支付广告费,拼多多则通过AI算法优化广告投放效率。2024年,品牌广告预算占比提升至40%,苹果、戴森等高客单价品牌入驻推动收入结构优化,所以现在的拼多多和早前不同了,慢慢不那么低端了。比如“百亿补贴”项目,这上面的商品通过高流量曝光吸引商家投放广告,形成 “低价引流-高曝光-广告变现”的经营闭环。第二大部分,交易服务。全年收入1959.02亿元,占总营收49.7%,同比增长108%,首次与广告收入持平。这部分业务从营收组成维度,分3块也就是国内主站佣金+多多买菜+Temu。首先,国内主站佣金,包括百亿补贴商品的佣金抽成,全年约463亿元。其次,多多买菜的社区团购业务营收约300亿元,占总营收的7.6%,已实现盈亏平衡。再看,Temu,贡献交易服务收入的主要增量,全年营收约1196亿元,占总营收30.4%。Temu通过全托管模式快速扩张,GMV达4000亿元,但因物流补贴和价差模式,货币化率低于国内主站。交易服务的毛利率也没公布,但按照历史经验,国内电商业务拼多多交易服务毛利率大概60%左右,显著高于京东,接近阿里巴巴,拼多多跨境电商Temu的毛利率约25%,低于SHEIN,特别半托管之后比全托管还会下降一些。所以综合来看,这部分整体毛利率大概为40%左右,那么整体毛利润就是1959.02*40%=784亿元。校对一下,784+1504=2288亿元,和3938.36*60.93%=2400亿元,相对接近。这部分肯定有误差,但应该也差不多。其实从挣钱模式上,交易服务也可以总结为3种挣钱模式,分别是“抽成+佣金+倒货价差”。第一就是“交易抽成”,和股票投资的佣金费类似,基本是从商家交易额中抽取0.6%-5%的佣金,其中Temu贡献超半数,所以海外业务增速很猛。第二,支付手续费,这个就是通过自有支付体系“多多钱包”收取交易手续费,覆盖约80%的订单。第三,是进销差价。在多多买菜和Temu的类自营模式下,平台采购商品后加价销售,这个业务就是利用自营平台直接买东西,挣钱,类似于“倒爷”那种模式,吃价差。看完大致的业务划分,再看看拼多多的经营特点,主要是4点,一个个看。一、高性价比:拼多多继续以“百亿减免” 为核心,通过C2M模式压缩供应链成本,商品价格较同行低20%-40%。2024年国内GMV达4万亿元,下沉市场渗透率82%,用户规模9.2亿,接近电商用户天花板。同时,平台通过“超级加倍补”等促销活动,在双十一期间订单量突破6100万单,强化性价比优势,提升心智占领黏性。二、品牌提升与品质升级:推出“新质商家扶持计划”,投入100亿元资源包,助力产业带商家转型,品牌GMV占比提升至35%。例如,广东惠东女鞋产业带通过数据赋能,单厂日出货量突破1.5万双,区域订单增长35%。此外,“百亿补贴”引入苹果、戴森等高端品牌,高客单价商品GMV占比达31%,逐步打破 “低价即低质”的认知。三、技术驱动的效率优化:全年研发投入127亿元,重点用于动态定价算法、物流中转仓模式及商家服务系统升级。例如,“异常订单预警”系统降低商家风险,“推广服务费退返” 每年为商家降本数十亿元。四、全球化扩张:Temu在2024年成为全球增长最快的跨境电商平台,GMV达540亿美元,同比增长150%,新增下载量5.5亿次,美国市场占比超45%,欧洲、拉美市场快速扩张在这四个策略中,核心还是“高性价比”。这是拼多多最突出的属性。依托C2M模式直接对接产业带,将设计到生产周期压缩至7天,孵化出1200个工厂品牌,消解传统品牌溢价,重塑“国民级供应链”。也就是它追求极致的供应链管理效率与流量的配合,并且是在轻资产模式下完成的。另外对于每个主竞品,拼多多其实都有自己的思考和应对。在国内对手主要是淘宝和京东。淘宝的特点,就是东西多,啥都有。拼多多的策略就是,第一精简sku,做的更专注,而且性价比更高,通过动态定价算法和物流优化直接降低商品价格。第二,拼供应链深度赋能,比如通过“电商西进”计划,带动西部地区订单量双位数增长,为偏远地区近亿消费者实现“全面包邮”,覆盖淘宝未充分渗透的市场。第三,在活动上与淘宝的“百亿补贴”形成对抗。第四通过“仅退款”等实用策略强化用户信任。京东的特点,就是快,东西正品。拼多多的策略,第一还是性价比高,京东都是自建的系统,所以它资产结构天生就重,费用率难以有效降低,所以京东上的东西不会很便宜,而拼多多“身轻如燕”,资产结构很轻,所以它一边卖货挣佣金,一边卖货攒流量挣广告费,所以它卖东西可以便宜的多,因为广告毛利率超高,有其他地方找补回来。第二物流本地化,在全国建设中转仓,西部配送时效提升至3-5天,与京东的“次日达”差距缩小,拼多多送货的速度在提升。第三,也在慢慢提升品质感,比如通过“新质商家”计划提升商品质量,以及吸引优质品牌入驻。在海外,对手主要是SHEIN和亚马逊。拼多多弄了一个Temu。中国企业现在到外面很能打的,因为国内更卷,当年能从淘宝眼皮底下做出来,已被视为“不可思议”。对标亚马逊,其实也啥可怕的了。海外Temu部分2024年增速很快,但亏损200多亿,如果去掉这部分业务,2024年归母净利就1300亿之上了。Temu业务的特点基本是复制国内业务。然后就是加了一个“本土化运行”。基本也是4步。第一,极致性价比。这个永远是第一刀,因为没性价比流量也会少,这样广告业务就会走弱。Temu通过全托管模式直接对接中国产业带工厂,剔除中间商环节,实现商品价格仅为亚马逊的30%-50%,例如,美国市场同类商品价格比亚马逊低20%-30%,即便叠加关税后价差仍保持10%-15%,此外Temu通过半托管模式(如欧洲本地仓)进一步降低物流成本,部分商品配送时效已逼近亚马逊FBA的4天标准。玩的就是速度差不多,但比亚马逊便宜大概三分之一。第二,社交裂变与流量裂变。借鉴拼多多的“砍一刀”模式,Temu在海外推出邀请奖励机制,在国内用微信玩,在海外换成通过Facebook、TikTok等社交平台分享链接,实现指数级传播。数据显示,Temu用户日均打开次数达6.8次,远超亚马逊的3.2次。此外,Temu在TikTok、YouTube等平台与KOL合作,通过“Try-On Haul”等互动内容吸引年轻用户。第三,供应链与物流创新打造极速响应能力,通过AI预测系统和产业带“共享产能池”,Temu在快时尚品类实现72小时极速上架,比SHEIN快30%。首单试产仅需500件,大幅降低库存风险。另外打造全球物流网络,在美国、墨西哥、欧洲建立本地仓,美国区全托管商品配送时效缩短至8天,半托管模式可实现4天交付。欧洲本地仓覆盖后,80%以上订单从本地发货,配送时效从数周缩短至几天。第四,本地化深度运营。设计市场细分策略,比如在日本推出“全免运费+ 90 天退货”,满足高服务标准。在韩国聚焦5-165元人民币商品,与KakaoPay合作本地支付强化本地供应链整合,在英国、日本、墨西哥等地开放本地卖家入驻,要求商家使用本地仓发货,例如英国消费者购买家具等大件商品最快可1天送达。2025年,Temu计划将欧洲市场份额提升至35%,降低对美国市场的依赖。SHEIN专注于快时尚,而Temu覆盖家居、电子产品、日用品等全品类,所以灭SHEIN很容易,核心对手是亚马逊,亚马逊Prime会员体系以服务取胜,temu通过全托管模式压缩成本,商品价格比亚马逊低10%-20%。例如,Temu半托管商家按7-8折供货,平台甚至补贴降价,使美国消费者能以亚马逊七折的价格购买同类商品。此外,Temu通过墨西哥仓和半寄售模式规避关税,进一步降低成本。物流时效与模式创新维度,亚马逊FBA以3-5天配送为核心竞争力,这其实比京东差远了。而Temu通过本地仓布局和半托管模式逼近其时效。同时,Temu推出Y2模式,允许商家从中国直发美国,虽然时效延长至14天,但降低了库存压力和资金周转风险。用户心智与流量获取维度,亚马逊依赖Prime会员的高忠诚度,而Temu通过巨额广告投放和社交裂变快速获客。例如Temu在美国超级碗投放广告后,下载量一度超越TikTok。此外,Temu通过高收入用户渗透打破“低价=低质”的刻板印象。对于拼多多的情况,有些了解了,那是否值得投点呢?这个因人而异了。因为每个人投资逻辑不同,仓配不同,敏感度不同,偏好也不同整体看,滚动市盈率10.81倍,分位点6.26%。阿里巴巴是18.39倍,亚马逊34.03倍,似乎还可以,而且之前聊过了,现金流充裕,基本没有有息负债,轻资产运营模式。Temu项目如果盈利,那必然估值提升。但很明显,海外业务会面对关税战的挑战,存在诸多不确定性,2025年估计也只能做到“减亏”。但即便最后不顺,直接砍掉Temu项目,靠着国内主站也能支撑起盈利端。护城河肯定不如腾讯这种,即便是国内主站,也有淘宝和京东竞争,而且抖音电商增速也很快。美股整体高估,如果未来杀跌,拼多多不会“独善其身”。而且后面如果关税战再升级,中概股有可能整体从美股退市,而拼多多也没在港股上市,所以可能面临“过渡期折价”。

Beurswatch | BNR
Chantage en vernedering. Hoe Apple door Trump wordt aangepakt

Beurswatch | BNR

Play Episode Listen Later May 15, 2025 22:29


Opsporing verzocht. Apple wordt aangevallen door iemand uit eigen land. Hij draagt vaak een rood petje, gebruikt een bronzer en heeft een lange stropdas. Je hoort het goed: president Trump heeft de aanval geopend op Apple.Hij is helemaal klaar met Tim Cook, laat 'ie weten. Die is productie van China naar India aan het verplaatsen. iPhones moeten voortaan in India gemaakt worden, om zo Trumps heffingen te ontlopen. Tot woede van Trump, die wil juist dat de telefoons in Amerika worden gemaakt.Apple zit door de ruzie in een onmogelijke positie. Of het blijft in China en betaalt zich scheel aan heffingen. Of Apple gaat voor India, maar dan heeft het ruzie met Trump. Gaat het naar de VS, dan heeft Apple ruzie met klanten. Want die moeten dan honderden dollars meer betalen... Deze aflevering proberen we Cook (en jou als Apple-belegger) op weg te helpen met dat vraagstuk. Praten we ook over Netflix. Dat heeft juist een luxeprobleem. Het gaat ten onder aan zijn eigen succes!Ook hebben we het over het vertrek van Hein Schumacher bij Unilever. Die ging (totaal onverwachts) ineens via de achterdeur weg. We weten nu de reden.Verder hebben we het over de cijfers van Alibaba, die belangrijker zijn dan ooit. Die van Walmart, belangrijker dan ooit. En we vertellen je welke autobouwer het gigantisch goed doet. Je hoort het goed: een autobouwer, die het in deze tijd goed doet.See omnystudio.com/listener for privacy information.

Happy Porch Radio
Special episode: Navigating Tariff Changes: A Circular Economy Perspective

Happy Porch Radio

Play Episode Listen Later May 14, 2025 32:32


Welcome back to HappyPorch Radio: the circular economy technology podcast!In this special episode our host Barry O'Kane is joined by Charlotte Morley, CEO of thelittleloop, and Ryan Atkins, CEO of Supercycle, to discuss the ripple effects of - ongoing and very fluid - changes to US tariffs and De Minimis import rules on the circular economy in the UK, EU, and US. The conversation, which originated from a passionate exchange on LinkedIn, explores both the opportunities and challenges these potential policy changes present for circularity-focused businesses. The discussion ranges widely from there, covering everything from policy to the importance of smaller, ethical brands to circularity.We discussed how reduced ease of importing low-cost new goods could boost demand for resale and second-hand markets, potentially benefiting the circular economy. While acknowledging the long-term benefits, our guests explained that many small ethical and sustainable brands are already overwhelmed by rising costs, market saturation from fast-fashion giants like Shein and Temu, and how, potentially, additional pressure from tariffs could undermine the "feedstock" of quality products essential for a thriving circular economy.Both guests stress the importance of empathy and support for brands navigating these tough times. They discuss how circularity enablers like their own companies must make circular business models (like takeback and resale programs) as frictionless and financially viable as possible. They also touch on the slow progress of legislation and the need for government mandates and funding to truly shift the industry toward reuse, not just recycling.The conversation concludes with a call to action for both policy involvement and practical support to ensure circularity is not just a long-term goal, but a near-term strategic advantage for businesses.Tune in to learn about how there is, despite current difficulties, a sense of cautious optimism: more brands are beginning to prioritise circularity, although slowly.This podcast is brought to you by HappyPorch. We specialise in technology and software development for Circular Economy minded purpose-driven businesses. Our podcast focuses mostly on: Circular Economy, Digital Enablers, Technology, Software, Circular Solutions, Fashion & Textiles, Circular Strategies, Digital, Reuse, Circular Design, Circularity, Systems Thinking, Economics, Data, Platforms, Degrowth, Policy & Regulation, Collaboration, Materials, Supply Chain, Biological Cycles, Materials, Food Waste, Biomimicry, Construction, Modular Design, Culture & Language, Zero Waste, Digital Passports, Life Cycle Assessment, Recycling, Reverse Logistics, Materials, Sharing Economy, Manufacturing, Efficiency, Environmental Impact and much more!

Serious Sellers Podcast: Learn How To Sell On Amazon
#665 – China Tariffs SLASHED! and De Minimis Cut? | Weekly Buzz 5/13/25

Serious Sellers Podcast: Learn How To Sell On Amazon

Play Episode Listen Later May 13, 2025 25:36


China tariffs were slashed—but what about de minimis? Plus, how to fulfill Amazon Ireland orders without local inventory. All this and more on today's Weekly Buzz episode!   ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On Youtube: youtube.com/@Helium10/videos   We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. U.S. and China Agree on Tariff Pause in Major Trade War Rollback https://time.com/7284765/us-china-trade-war-pause/ US slashes 'de minimis' tariff on small China parcels to 54% https://finance.yahoo.com/news/us-cut-minimis-tariff-china-051520824.html US-China trade reprieve buys Shein and Temu time to restock US inventory https://www.reuters.com/world/china/ecommerce-packages-left-out-us-china-tariff-reprieve-2025-05-12/ TikTok Shop brings pre-owned to continental Europe https://ecommercenews.eu/tiktok-shop-brings-pre-owned-to-continental-europe/ Amazon Remote Fulfilment with FBA is now available from UK to Ireland https://channelx.world/2025/05/amazon-remote-fulfilment-with-fba-is-now-available-from-uk-to-ireland/ Upcoming changes to Seller Fulfilled Prime https://sellercentral.amazon.com/help/hub/reference/GXCRLXHNJNPE2DHM Amazon Fee adjustments for partnered carrier shipment measurements https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHUjlRUFJDQ1FNN1o4V1c3 Amazon signs up FedEx for residential deliveries https://finance.yahoo.com/news/amazon-strikes-partnership-fedex-ups-204255139.html Amazon Drops 3 New CTV Ad Formats Ahead of Its Upfront Presentation https://www.adweek.com/commerce/amazon-drops-3-new-ctv-ad-formats-ahead-of-its-upfront-presentation/ Catch Bradley at the following events: Worldef Istanbul 2025 - https://h10.me/istanbul Amazon Ads Korea Event - https://h10.me/adskorea Tech Partner Day Tokyo 2025 - https://h10.me/tokyo

Remarkable Retail
The Beauty of Relevance: Getting Personal with Josh Friedman, Ulta's SVP Digital & eCommerce

Remarkable Retail

Play Episode Listen Later May 13, 2025 41:58


In this episode of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis begin by dissecting the week's most important retail news, highlighting the Trump administration's UK trade deal. They discuss the more consequential negotiations with China befor examining how Chinese e-commerce giants Temu and Shein are experiencing sales drops of 17% and 23% respectively after implementing pricing changes.April's surprising 7% jump in US core retail sales indicates consumers are pulling forward purchases ahead of expected tariff impacts. The hosts discusss positive earnings news from Tapestry (Coach's parent company), which increased profit guidance despite economic uncertainty, and Warby Parker, which delivered its first profitable quarter in its history. They conclude the news segment with Skechers' unexpected $9 billion acquisition by private equity firm 3G Capital, noting that the footwear giant operates in 180 countries with 5,300 stores.The interview segment features Josh Friedman, Senior Vice President of Digital and E-commerce at Ulta Beauty. Friedman brings extensive experience from previous roles at Dell, JCPenney, and Neiman Marcus. He discusses Ulta's 35-year journey and upcoming expansion into Mexico and the Middle East, emphasizing their mission to be "all things beauty, all in one place."When asked about Ulta's success factors, Friedman points to three key elements: comprehensive brand assortment, their powerful loyalty program with 44 million members, and Ulta's collaborative company culture. Personalization is a major focus for Ulta, built on their loyalty program foundation. Friedman explains how Ulta leverages search and virtual try-on technology to help deliver relevant customer experiences. Under new CEO Kecia Steelman Ulta is recalibrating its structure and focus. Friedman shares details about their upcoming curated marketplace launch, emphasizing it will be invitation-only and focused on carefully selected beauty and wellness brands that complement their existing offerings. The marketplace will allow Ulta to test new products and extend into additional categories while maintaining quality control.  Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

The Future of Customer Engagement and Experience Podcast
End of de minimis loophole in US puts squeeze on dropshippers

The Future of Customer Engagement and Experience Podcast

Play Episode Listen Later May 13, 2025 9:40


The era of duty-free imports under $800 from China and Hong Kong is officially over—and it's sending shockwaves through the U.S. e-commerce ecosystem. In this episode, we explore how the end of the de minimis loophole impacts dropshipping businesses that depend on low-cost overseas fulfillment. Drawing from The Future of Commerce's coverage of this breaking change titled - End of de minimis loophole in US puts squeeze on dropshippers, we look at:The origin and function of the de minimis ruleWhy U.S. Customs shut it down for Chinese goodsThe steep costs dropshippers now face—either 30% of item value or $25 per productHow this affects sellers, platforms like Temu and Shein, and even everyday consumersWhether you're an online seller or just trying to understand why your favorite item is suddenly more expensive or out of stock, this episode explains what's happening and what's coming next.What You'll Learn in This Episode:

Lenglet-Co
L'ECO & YOU - Zara : la "Reine-Mère" de la Fast Fashion a 50 ans

Lenglet-Co

Play Episode Listen Later May 12, 2025 3:07


ZARA a 50 ans ! Une exception dans le monde du prêt-à-porter car la marque espagnole semble résister aux SHEIN ou TEMU. Car c'est bel et bien la marque espagnol qui a inventé la « Fast Fashion ». Le mot a été créé par le New York Times (s'il vous plait !) lors de l'ouverture du premier magasin ZARA aux Etats-Unis en 1989. TEMU, SHEIN ou PRIMARK poussent le concept encore plus loin, encore plus vite mais les élèves n'ont pas dépassé le maître. Ecoutez L'angle éco de Martial You du 12 mai 2025.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

RTL Matin
L'ECO & YOU - Zara : la "Reine-Mère" de la Fast Fashion a 50 ans

RTL Matin

Play Episode Listen Later May 12, 2025 3:07


ZARA a 50 ans ! Une exception dans le monde du prêt-à-porter car la marque espagnole semble résister aux SHEIN ou TEMU. Car c'est bel et bien la marque espagnol qui a inventé la « Fast Fashion ». Le mot a été créé par le New York Times (s'il vous plait !) lors de l'ouverture du premier magasin ZARA aux Etats-Unis en 1989. TEMU, SHEIN ou PRIMARK poussent le concept encore plus loin, encore plus vite mais les élèves n'ont pas dépassé le maître. Ecoutez L'angle éco de Martial You du 12 mai 2025.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

World Business Report
US-China trade talks set to begin in Switzerland

World Business Report

Play Episode Listen Later May 9, 2025 26:28


The US President Donald Trump has proposed cutting tariffs on goods from China to 80%, ahead of trade talks between the two countries in Switzerland. The world's two biggest economies have been in a trade war since January.The boss of the company behind Zara and other fast fashion brands has been calling on the EU to crack down on Chinese e-commerce firms Shein and Temu. We hear from Óscar García Maceiras, the Chief Executive of Zara's parent company Inditex. Plus Will Bain looks at cricket's Indian Premier League – one of the richest sporting events in the world – which has suspended matches for a week in the wake of growing tension between India and Pakistan.

Marketplace Tech
The human cost of fast shipping

Marketplace Tech

Play Episode Listen Later May 7, 2025 8:25


E-commerce sites like Temu and Shein might not be quite as cheap as they were a week ago now that tariffs are kicking in on even small-dollar imports. But these platforms known for selling low-cost goods from China have also sought to cut costs on delivery.They contract in the U.S. with companies like UniUni, which promises to dispatch packages for $3 or less — well below the industry standard. How UniUni delivers on those low rates is the subject of a recent investigation by reporter Theo Wayt at The Information. He tells Marketplace's Meghan McCarty Carino that drivers are hired through a network of subcontractors and UniUni pays them per item rather than an hourly wage.

Marketplace All-in-One
The human cost of fast shipping

Marketplace All-in-One

Play Episode Listen Later May 7, 2025 8:25


E-commerce sites like Temu and Shein might not be quite as cheap as they were a week ago now that tariffs are kicking in on even small-dollar imports. But these platforms known for selling low-cost goods from China have also sought to cut costs on delivery.They contract in the U.S. with companies like UniUni, which promises to dispatch packages for $3 or less — well below the industry standard. How UniUni delivers on those low rates is the subject of a recent investigation by reporter Theo Wayt at The Information. He tells Marketplace's Meghan McCarty Carino that drivers are hired through a network of subcontractors and UniUni pays them per item rather than an hourly wage.

Serious Sellers Podcast: Learn How To Sell On Amazon
#663 – Temu Halts Chinese Shipments, Temu and Shein Boost EU Advertising, & Amazon Reports on Tariff Price Changes | Weekly Buzz 5/7/25

Serious Sellers Podcast: Learn How To Sell On Amazon

Play Episode Listen Later May 7, 2025 21:33


Temu is halting shipments from China and Amazon is reporting on pricing changes on the platform due to the tariffs. This and more on this week's episode of the Weekly Buzz! ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos We're back with another episode of the Weekly Buzz with Helium 10's Principal Brand Evangelist, Carrie Miller. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. Temu halts shipments from China to US, shifts to selling from American warehouses https://www.usatoday.com/story/money/2025/05/05/temu-us-china-shipments/83456690007/ Shein, Temu ramp up advertising in UK and France as US tariffs hit https://www.reuters.com/business/media-telecom/shein-temu-ramp-up-advertising-uk-france-us-tariffs-hit-2025-05-05/ Amazon addresses tariffs, fulfillment as it reports Q1 sales growth https://www.digitalcommerce360.com/article/amazon-sales/ Introducing Amazon Haul – thousands of products for £20 or less, with the majority under £10 https://www.aboutamazon.co.uk/news/retail/amazon-haul-uk-affordable-products TikTok Shares Data on IP Detection and Shopping Safety https://www.socialmediatoday.com/news/tiktok-shopping-safety-ip-protection-report/747077/ How to use Prime Video's new 'Shop the Show' feature to discover products from your favorite series, movies, and live sports https://www.aboutamazon.com/news/entertainment/shop-the-show-mobile-shopping-prime-video Generate brand names with Amazon's new AI tool https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHSDVDRVVaNllNSDJWUlRa Road to Walmart's Open Call 2025 https://corporate.walmart.com/suppliers/investing-in-american-jobs/events/annual-open-call/open-call-2025 his episode is packed with actionable insights, including Helium 10 training tips from Bradley and Shivali. Plus, we present our all-new tariff hub—a one-stop resource for navigating the complexities of international trade. Whether you're an e-commerce veteran or a newcomer, these updates are invaluable in shaping your strategy. Tune in for an engaging session packed with strategic insights and valuable updates for sellers at every level in the e-commerce world. In this episode of the Weekly Buzz by Helium 10, Carrie covers: 00:50 - Temu Halts Shipments from China 03:50 - Shein and Temu Increase EU Advertising 05:47 - Amazon Reports Tariff Impact 08:45 - Amazon Haul UK 09:40 - TikTok Protecting IP 11:37 - Amazon Shop the Show 13:08 - New Amazon AI Tool 13:57 - Road to Open Call 15:43 - Training Tip #1: Child ASIN Sales Estimates 17:52 - Training Tip #2: Filter Amazon Brand Analytics Keywords 20:46 - Helium 10 Tariff Hub - h10.me/tariffhub

WARDROBE CRISIS with Clare Press
Fab Scraps, Clever Pattern Cutting and Why Apparel Factories Need Design Thinkers, with Industrial Upcycler Agustina Comas

WARDROBE CRISIS with Clare Press

Play Episode Listen Later May 7, 2025 39:43


Continuing our theme of fashion's crazily wasteful ways, and our focus on Latin America, this week, more Brazilian goodness, as Clare sits down with São Paolo-based industrial upcycler Agustina Comas.We're talking fast fashion, big business, athleisure's reliance on synthetics and rethinking pattern-cutting.BTW: how much do you know about pattern-cutting?If you've ever done this yourself at home with paper dressmaking patterns, you'll know that you pin these onto the fabric and cut around them.Sometimes using tailor's chalk to add markings. It's often trickier than it should be!The scraps - or offcuts - are the wastage round the edges. And they can pile up.On an industrial level, technicians also use paper markers. Multiple layers of fabrics are laid on the table, and many garments are being cut at a time, often using computer-controlled machines.Of course brands try to make the most of fabric yields, even if only to save money, so if multiple styles use the same fabric, you might see these placed intricately on the marker to form a complex jigsaw puzzle. At the end of the day, they still sweep the offcuts into the bin. Who cares? It's just scraps.In some cases, these scraps account for 35% of the fabric.Instant waste! Mad!Making new stuff out of wasted old stuff is a noble idea.But wouldn't it be better if we used less in the first place?Agustina's got a plan for that.Also up for discussion - Brazil's mighty craft heritage, and how women are leading the way; Shein's designs on the country (and everywhere else); and which South American designers are pushing innovation.Find all the links & further reading at thewardrobecrisis.comTell us what you think? Find Clare on Instagram @mrspressGot recommendations? Hit us up!And please share these podcasts.THANK YOU x Hosted on Acast. See acast.com/privacy for more information.

Que se vayan todos
Aburrido 323 estas peleando con bots y algo de europa

Que se vayan todos

Play Episode Listen Later May 6, 2025 59:17


¿qué pasa cuando pones a bots a cambiarle la opinión a gente en reddit? Logramos una conversación seria con el periodista Carl Cullas desde Alemania soble qué diablos pasa en Europa. (00:00:00) INTRO (00:05:02) metieron unos bots en unos foros y esto fue lo que ocurrió (00:17:08) el menú (00:20:26) ANUNCIOS IMPORTANTES (00:22:35) ENTREVISTA - Un periodista de la DW en directo solo para nosotros LO QUE TE PIERDES POR NO ESTAR EN PATREON (00:20:26) qué mejor manera de arrancar una semana que una marca fascista en Italia (00:31:24) saludos patreon (00:34:29) Canadá y Australia unidas por el rechazo a Trump reeligen al centro, pero no es tan sencillo (00:45:29) en España aún se preguntan qué pasó con la electricidad (00:54:57) la decisión del tribunal británico sobre mujeres trans empieza a tener consecuencias en los deportes (00:59:43) mientras tanto en Estados Unidos Maine le gana un juicio a Trump por lo mismo (01:02:55) en cambio contra Amazon el catire ganó (01:08:03) igual traerse Shein ya no será tan barato (01:10:12) ahora, el verdadero ART OF THE DEAL es de Zelenski (01:14:01) y Rusia económicamente qué va a hacer ahora que es una máquina de guerra (01:19:45) Francia y Polonia se miran a los ojos con las manos juntitas (01:20:31) un análisis de los lujos que Europa ya no se puede dar (01:25:46) la obsesión de los gobiernos por pedir que se armen listas de gente por si acaso (01:29:22) si no has pagado la manutención no vas al Fútbol en Argentina (01:31:22) el community manager de los chinos debería ganarse un Emmy (01:34:03) los diamantes y las baterías de diamantes duran para siempre (01:36:19) un nuevo nivel de maldad ha sido desbloqueado con Inteligencia Artificial (01:38:45) ahora le tocó al norte el precipicio demográfico (01:43:04) de cuánto dinero se salva de pagar Musk si sigue metiendo la mano en el gobierno (01:45:31) no es el batimóvil es el papamóvil en gaza (01:48:30) hay que borrarse todos los tatuajes (01:52:21) recomendaciones Metieron unos bots en unos foros y esto fue lo que ocurrió https://www.nbcnews.com/tech/tech-news/reddiit-researchers-ai-bots-rcna203597 https://www.livescience.com/technology/artificial-intelligence/ai-researchers-ran-a-secret-experiment-on-reddit-users-to-see-if-they-could-change-their-minds-and-the-results-are-creepy Que mejor manera de arrancar una semana que una marca fascista en Italia https://www.instagram.com/reel/DJEtb2BC792/ https://diariosocialista.net/2025/04/30/2-000-fascistas-marchan-en-un-homenaje-en-milan/ Canadá y Australia unidas por el rechazo a Trump reeligen al centro, pero no es tan sencillo https://www.bbc.com/news/articles/c9djze015xlo https://www.instagram.com/p/DJA4Z6Zzhkw/ https://theconversation.com/blaming-donald-trump-for-conservative-losses-in-both-canada-and-australia-is-being-too-kind-to-peter-dutton-255599 En España aún se preguntan qué pasó con la electricidad https://www.xataka.com/energia/red-electrica-espanola-tiene-veredicto-que-causo-apagon-desconexion-generacion-no-ciberataque https://elpais.com/economia/2025-04-29/la-matriz-de-red-electrica-alerto-hace-dos-meses-del-riesgo-de-desconexiones-severas-por-el-aumento-de-las-renovables.html?ssm=IG_CM_bio La decisión del tribunal británico sobre mujeres trans empieza a tener consecuencias en los deportes https://www.dw.com/es/federaci%C3%B3n-inglesa-proh%C3%ADbe-a-mujeres-transg%C3%A9nero-jugar-en-el-f%C3%BAtbol-femenino/a-72406640 https://www.theguardian.com/society/2025/apr/29/uks-first-trans-judge-victoria-mccloud-appeals-to-european-court-over-supreme-court-ruling Mientras tanto en Estados Unidos Maine le gana un juicio a Trump por lo mismo https://apnews.com/article/trump-maine-usda-transgender-sports-cf1754471bcc8a6418f3308a6aed8fc5 En cambio contra Amazon el catire ganó https://www.facebook.com/reel/548075701384177 https://www.cnbc.com/2025/04/29/amazon-considers-displaying-tariff-surcharge-on-low-cost-haul-products.html Igua traerse Shein ya no será tan barato https://www.infobae.com/estados-unidos/2025/05/02/eeuu-elimino-la-exencion-de-aranceles-para-productos-de-bajo-costo-importados-desde-china-y-hong-kong/ Ahora, el verdadero ART OF THE DEAL es de Zelenski https://www.bloomberg.com/opinion/articles/2025-05-01/maybe-zelenskiy-should-be-writing-the-art-of-the-deal?embedded-checkout=true Y Rusia económicamente qué va a hacer ahora que es una máquina de guerra https://www.economist.com/finance-and-economics/2025/04/27/vladimir-putins-money-machine-is-sputtering https://www.rfi.fr/es/europa/20250225-la-ue-se-debate-sobre-si-utilizar-o-no-los-activos-congelados-a-rusia Francia y Polonia se miran a los ojos con las manos juntitas https://unn.ua/en/news/france-and-poland-to-sign-defense-pact-amid-threats-from-russia-and-the-us-ft Un análisis de los lujos que Europa ya no se puede dar https://www.economist.com/europe/2025/05/01/the-unbearable-self-indulgence-of-europe La obsesión de los gobiernos por pedir que se armen listas de gente por si acaso https://www.technologyreview.com/2025/05/01/1115988/senior-state-department-official-sought-internal-communications-with-journalists-european-officials-and-trump-critics/ Si no has pagado la manutención no vas al Fútbol en Argentina https://www.infobae.com/sociedad/2025/03/23/los-deudores-alimentarios-de-caba-no-podran-ingresar-a-los-estadios-de-futbol-el-primer-operativo-sera-en-argentina-brasil/ El community manager de los chinos debería ganarse un Emmy https://www.instagram.com/reel/DJA-B4rRwbI/ Los diamantes y las baterias de diamantes duran para siempre https://www.gov.uk/government/news/diamonds-are-forever-world-first-carbon-14-diamond-battery-made#:~:text=Scientists%20and%20engineers%20from%20the,first%20carbon%2D14%20diamond%20battery Un nuevo nivel de maldad ha sido desbloqueado con Inteligencia Artificial https://www.infobae.com/mexico/2025/05/04/detectan-nuevas-extorsiones-con-inteligencia-artificial-que-vulneran-a-familias-de-personas-desaparecidas/ Ahora le tocó al norte el precipicio demográfico https://www.bbc.com/mundo/articles/c4g31qwd919o De cuánto dinero se salva de pagar Musk si sigue metiendo la mano en el gobierno. https://www.theverge.com/news/657042/musk-companies-conflict-of-interest-doge-trump-liability No es el batimovil es el papamovil en gaza https://www.nytimes.com/2025/05/04/world/middleeast/a-popemobile-will-ride-again-this-time-into-gaza.html Hay que borrarse todos los tatuajes https://www.theverge.com/politics/658612/donald-trump-kilmar-abrego-garcia-tattoos-photoshop En el extraaaaa Un periodista de la DW en directo solo para nosotros Recomendaciones https://www.theverge.com/command-line-newsletter/660674/sam-altman-elon-musk-everything-app-worldcoin-x Euro rincon garrido https://www.xataka.com/movilidad/revista-compro-cybertruck-100-000-dolares-nueve-meses-despues-solo-vale-8-000-dolares-motivo-reparaciones MARCO ANTONIO https://economictimes.indiatimes.com/magazines/panache/pampering-is-killing-your-childs-future-rs-5000-crore-dr-velumanis-blunt-warning-to-parents/articleshow/120720657.cms?from=mdr#goog_rewarded Euro rincon garrido https://www.businesswire.com/news/home/20250430580204/en/Find-and-Buy-with-AI-Visa-Unveils-New-Era-of-Commerce?utm_source=www.therundown.ai&utm_medium=newsletter&utm_campaign=visa-mastercard-give-ai-credit-cards&_bhlid=33f006cbc17e93272fb8a06702de78bf32fa3568 https://time.com/7281644/trump-influence-local-elections-england-nigel-farage-maga-rallies-slogans/?utm_source=beehiiv&utm_medium=email&utm_campaign=newsletter-the-brief&_bhlid=b3b2930d33c839221cb286cf753b27d301037d37 PUEDES PEDIR QUE TE REGALEN HASTA UN AÑO DE SUSCRIPCIÓN AL PATREON A ESA PERSONA QUE TIENE TARJETA O REGALARSELO A ESA PERSONA SIN TARJETA PERO CON BUEN GUSTO ⬇️🎁⬇️🎁⬇️🎁⬇️🎁⬇️🎁⬇️🎁⬇️🎁⬇️🎁 https://www.patreon.com/profesorbriceno/gift ⬆️🎁⬆️🎁⬆️🎁⬆️🎁⬆️🎁⬆️🎁⬆️🎁⬆️🎁 🔹 EPISODIO COMPLETO Y PARTICIPACION EN VIVO EN 💻https://www.patreon.com/profesorbriceno

Postal Hub podcast
Ep 371: Postal Hub 10th anniversary (part 2)

Postal Hub podcast

Play Episode Listen Later May 6, 2025 22:27


The second part of the 10-year anniversary series features Achim Dünnwald, Group Area Managing Director for Central Europe at GLS Group, Kate Muth, Executive Director at IMAG, and Brody Buhler, CEO at Escher Group. Achim Dünnwald discusses: Drivers of B2C parcel volumes and the return to "normal" post-COVID-19 The growing emphasis on demands for flexibility over speed and reliability in parcel delivery. Role of out-of-home delivery in fulfilling customer needs Retailers such as Temu and Shein driving volume The role of AI in delivery Brody Buhler covers: Changes in how consumers buy online Inventory placement and fulfilment Competition in delivery - even from marketplaces and retailers - leading to fragmentation in the delivery market Importance of delivery speed to retailers How technology is changing the postal sector and last mile AI driving change in consumer interactions Kate Muth discusses: The evolution of Advance Electronic Data, including UPU initiatives Data, tariffs, de minimis, and the global exchange of data Demand for information on "what's in the box"  

Real Life French
Des fournisseurs de Shein (Shein suppliers)

Real Life French

Play Episode Listen Later May 5, 2025 2:37


Les employés de certains fournisseurs du géant chinois de la fast fashion Shein travaillent toujours 75 heures par semaine, malgré la promesse de l'entreprise d'améliorer les conditions.Traduction :Workers for some suppliers of Chinese fast fashion giant Shein are still working 75 hours a week, despite the company promising to improve conditions. Hosted on Acast. See acast.com/privacy for more information.

Ad Law Access Podcast
Shein Faces Class Action Over Influencer Posts

Ad Law Access Podcast

Play Episode Listen Later May 5, 2025 3:22


Gonzalo E. Mon A recent class action asks how it's possible that a Chinese company, with allegedly ​“no fashion designers or background, selling flea-market quality clothes, became a giant in the fast-fashion industry in the US?” The answer, according to the complaint, ​“is simple: undisclosed endorsements on social media.” In this case, the plaintiffs allege that Shein engages influencers to promote its products without disclosing their relationships to the company.

The Journal.
A Tariff Loophole Just Closed. What That Means for Online Shopping.

The Journal.

Play Episode Listen Later May 2, 2025 18:08


A little-known trade provision is ending, and it will likely upend business for e-commerce companies and raise prices for consumers. De minimis has allowed companies to avoid duties on shipments to the U.S. that are worth $800 or less. It's a program that many companies, especially e-commerce giants, Shein and Temu, have taken advantage of to keep prices low. WSJ's Shen Lu explains how President Donald Trump has now ended that program for products from China and Hong Kong. We also speak with the CFO of shoe company Kuru about how the new rules could change their business. Jessica Mendoza hosts.    Further Listening: -Shein: Fast Fashion, Slow IPO  -The Billionaire Caught Between Trump and China  -China Unleashes a Trade War Arsenal  Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hysteria
A Very Domestic B*tch w. Katherine LaNasa

Hysteria

Play Episode Listen Later May 1, 2025 86:03


Erin and Alyssa unpack how the suspension of the de minimis exemption will affect our shopping habits, Trump's exploitation of the International Emergency Economic Powers Act, and conservative women's media desire to “make America hot again.” Then the Pitt's Katherine LaNasa, aka Nurse Dana, joins to talk about the making of America's favorite TV show and where she drew inspiration from for her kick ass character. They finish up with a very petty examination of Bill Belichick's age-gap relationship.Trump is ending this tariff loophole for low-cost packages. Here's what that could mean for consumers (PBS 4/24)Trump's Tariffs Prompt Wave of Lawsuits as States and Businesses Fight Back (NYT 4/27)The Women Who Want to Make America Hot Again (Glamour 4/25)Now comes the ‘womanosphere': the anti-feminist media telling women to be thin, fertile and Republican (Guardian 4/24)

The War Report w/ Gastor Almonte - N - Shalewa Sharpe
Ep. 233 - Remodeling the White House

The War Report w/ Gastor Almonte - N - Shalewa Sharpe

Play Episode Listen Later May 1, 2025 55:19


In today's episode, Gastor and Shalewa talk about OnlyFans models getting too loose in the hotel, Shein and Temu making sure we know who to blame for the price hikes, and Trump decides to do some redecorating. PATREON LAUNCH!For all those that have asked how they can help support the pod - it's finally here! Thanks again to all the Troops and Correspondents who rock with us. Check it out - we'll have some exclusive content and fun perks, plus it really does help!⁠⁠⁠⁠patreon.com/WarReportPod⁠⁠⁠⁠Many Thanks to our Patreon Troops & Correspondents for helping us bring this show to life. Shouts to the Correspondents!Tanya WeimanFontayne WoodsMark OrellanaCrystall SchmidtB. EmmerichCharlene BankAskewCharlatan the FraudCynthia PongKen MogulSayDatAgain SayDatAgainLaKai Dill Instagram:@WarReportPod@SilkyJumbo@GastorAlmonteTwitter:@SilkyJumbo@GastorAlmonteTheme music "Guns Go Cold" provided by Kno of Knomercyproductions Twitter: @Kno Instagram: @KnoMercyProductions

Post Reports
Tariffs are driving up clothing prices. Here's how to shop smarter.

Post Reports

Play Episode Listen Later Apr 29, 2025 24:10


On May 2, the United States will start charging import fees, also known as tariffs, on small-dollar shipments from China. Those fees fundamentally alter the business model of companies like Shein and Temu, which ship low-cost goods and garments directly from factories in China to consumers.Host Colby Itkowitz speaks with Washington Post fashion critic Rachel Tashjian to understand what these changes will mean for shoppers and gets advice for how to shop for better quality clothes on any budget.Today's show was produced by Laura Benshoff. It was edited by Lucy Perkins and mixed by Sam Bair. Subscribe to The Washington Post here.

Techmeme Ride Home
Tue. 04/29 – OpenAI Shopping?

Techmeme Ride Home

Play Episode Listen Later Apr 29, 2025 16:13


Is Amazon about to start showing tariff prices in listings? Armageddon has finally come for Temu and Shein. Is OpenAI getting into the shopping game because their web search usage is exploding? And Project Kuiper finally gets off the ground in a literal and meaningful way.Links:042925 (PunchBowl News AM)Kickstarter Introduces ‘Tariff Manager Tool' to Add Charges to Already Fully Funded Projects (404 Media)Temu adds ‘import charges' of about 145% after Trump tariffs, more than doubling price of many items (CNBC)Congress passes bill to fight deepfake nudes, revenge porn (Washington Post)Alibaba unveils Qwen3, a family of ‘hybrid' AI reasoning models (TechCrunch)OpenAI Adds Shopping to ChatGPT in a Challenge to Google (Wired)Duolingo will replace contract workers with AI (The Verge)Amazon launches first Kuiper internet satellites, taking on Starlink (Reuters)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Breaking Points with Krystal and Saagar
4/28/25: Trump 100 Day Approval Tanks, MAGA Cope Over Market Crash, Shein Prices Skyrocket

Breaking Points with Krystal and Saagar

Play Episode Listen Later Apr 28, 2025 69:23 Transcription Available


Krystal and Ryan discuss Trump's 100 day approval, MAGA voters cope amid market crash, Shein prices skyrocket. David Doel: https://www.youtube.com/@therationalnational Siddharthya: https://x.com/siddharthyaroy?lang=en To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Motley Fool Money
The Compounding Consumer Crunch

Motley Fool Money

Play Episode Listen Later Apr 28, 2025 28:53


Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino's earnings sending the same warning signals as Chipotle – lower income eaters aren't ordering as often.. - Temu and Shein pushing tariff increases to American consumers over the weekend. - Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S. (15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. . Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH. Host: Dylan Lewis Guests: David Meier Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Business Casual
Bezos-Backed $20K EV Truck Unveiled & Shein and Temu Raising Prices?

Business Casual

Play Episode Listen Later Apr 28, 2025 28:32


Episode 570: Neal and Kyle chat about the newest EV pickup truck from Slate that some are calling the “anti-Cybertruck” with a price tag starting at $20,000. Then, retail traders who've been betting on the stock market dip may have outsmarted seasoned trading firms. Also, incoming tariffs have forced Shein and Temu to raise their prices. Meanwhile, Wrexham and Netflix's new subtitles are the weekend's winners. Finally, a preview of what's in the week ahead.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace All-in-One
Australia plans to stockpile minerals crucial for tech

Marketplace All-in-One

Play Episode Listen Later Apr 24, 2025 6:48


From the BBC World Service: Australia is planning to stockpile minerals like lithium, nickel and cobalt, which are vital in modern technology. It comes as countries like the United States aim to counter China's dominance in global processing capabilities. Then, the United Kingdom is closing a tax loophole used by Chinese retail giants Shein and Temu to help keep prices low. And later: a trip to Shanghai's motor.