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Die Themen von Matthis und Flo am 17.09.2026: (00:00:00) Good News: Warum das Ozon-Loch immer weiter schrumpft. (00:02:03) Kanada meets EU: Wie die EU stärker mit Kanada zusammenarbeiten will und was das überhaupt bringen würde. (00:08:17) An alle Online-Shopper: Warum deine Pakete von Shein & Co bald teurer werden könnten und ab wann ihr damit rechnen müsst. (00:11:02) Berlin-Wahl: Welches Thema dort alle beschäftigt und wer bald regieren könnte. Korrektur: In der Folge ist leider ein kleiner Fehler drin. Norwegen gehört nicht zur EU, sondern "nur" zu Europa und dem europäischen Wirtschaftsraum. Und hier geht's zu den Kolleg:innen von too many tabs: https://1.ard.de/podcasttoomanytabs Habt ihr Fragen oder Feedback? Schickt uns gerne eine Sprachnachricht an 0151 15071635 oder schreibt uns an 0630@wdr.de. Kommt auch gerne in unseren WhatsApp Channel: https://1.ard.de/0630-Whatsapp-Kanal Hier könnt ihr per QR-Code rein: https://1.ard.de/0630-bei-Whatsapp Von 0630.
Hoy te cuento sobre Temu y Shein, por qué enganchan tanto y los números que hay detrás de ambas compañías.Si quieres llevar la innovación de tu empresa al siguiente nivel y aprovechar las oportunidades del comercio impulsado por la IA, Shopify te ofrece una plataforma integrada, flexible y preparada para crecer, capaz de conectar todos tus canales, con un checkout cuya tasa de conversión supera a la competencia hasta en un 36 %. Haz clic aquí y descubre cómo Shopify Enterprise puede transformar el futuro de tu negocio.A Temu y a Shein las metemos siempre en el mismo saco y en realidad no se parecen en casi nada. Una nació en Nanjing en 2008 vendiendo vestidos de novia y la otra en Boston en 2022. En el episodio 503 de Ecosistema Ecommerce te cuento:Los 4.700 diseños nuevos que Shein lanza cada día y cómo es posible eso.El sistema de los lotes de 100 unidades.Quién es Chris Xu, el fundador al que ni sus propios empleados reconocían.De dónde sale Temu y por qué su modelo es justo el contrario al de Amazon.La ruleta, las cajas misteriosas y por qué siempre ganas en tu primer giro.Los números de estos dos gigantes: pedidos, empleados, facturación y descargas.Por qué España es su mercado favorito de toda Europa.Y muchas otras cosas que te cuento sin filtros.Patrocinadores del podcast: Monta tu plataforma de Ecommerce y centraliza todas tus ventas con Shopify: https://www.shopify.com Si quieres escalar tu ecommerce con una estrategia de partners más inteligente, entra en tradedoubler.com.
Bonjour et bienvenue dans la revue de presse hebdo et audio du secteur retail / e-commerce en France proposée par Les Digital Doers.
De waarschuwingslampjes boven de beurs knipperen steeds harder, zo lijkt het. Tijd om wat bescherming aan te brengen in je portefeuille? Pieter Kort ontvangt in deze aflevering van de IEX Beleggerspodcast de analist van het huis Hildo Laman en vermogensbeheerder Bram Kaplan van Wijs & Van Oostveen. Naast het belangrijkste aandelennieuws buigen zij zich over de vraag: hoe bescherm jij je portefeuille tegen dalende koersen?De onderwerpen in deze aflevering:Gaat AI ons allemaal ombrengen?Trump deelt geld uit dat hij niet heeftScott Bessent versus de markt: ontspoort de Amerikaanse rente?Of is Frankrijk de tikkende tijdbom?Beleggers zoeken zekerheid en diversificatie: waar vind je die?Het ABS Fund belegt in asset backed securities. Wat zijn dat?Hoe breng je risico's terug in je portefeuille?Dilemma van de week: bieden obligaties of goud de beste bescherming?Aandelen: Apple, Shein, Fastned en Basic-FitLuisteraarsvragen: kansrijke grondstoffen en UberLinks uit deze afleveringAlles over het ABS Fund van Wijs & Van OostveenIEX Pro Grondstoffen GuruApple: aandelenanalyseBasic-Fit doet overname in Duitsland en Oosternrijk
I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. - It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. - Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Si on était en juin, j'aurais cru à un sujet du bac philo : "Un malus sans bonus est-il vraiment un malus ?" Avant de vous répondre (et de vous donner mon avis !), un rappel du contexte. Le gouvernement veut instaurer un malus écologique sur l'ultra-fast fashion. Pour être encore plus direct : il s'agit de renchérir le prix des produits vendus par les plateformes chinoises, Shein et Temu en tête... Ecoutez Olivier Dauvers : les secrets de la conso du 09 septembre 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Remarkable Retail Episode 311 welcomes guest co-host and longtime friend of the pod Anne Mezzenga, Founder & CEO of Retail Field Report, joining Steve Dennis and Michael LeBlanc on mic and on camera.Anne opens with her new venture, launched in March as an evolution of the work she built at Omni Talk Retail with co-founder Chris Walton. Retail Field Report takes a journalist's lens rather than an analyst's — working shifts in stores, interviewing executives and walking floors to learn what's actually happening inside retail organizations, not what the headlines claim.The news opens on a shaky macro backdrop: diesel at a four-year high, the priciest Labor Day gas in a year, worse still across Europe, and a Fed narrative that has flipped from cuts to a 62% market-implied probability of at least two hikes by year-end. Michael adds the Canadian view — reciprocal tariffs, shelved US liquor and a tourism reversal after June's 5% bump in cross-border travel. Anne reports from the field: once fuel, healthcare and food are covered, the discretionary spending big-box retailers count on is running dry.On earnings, Steve unpacks Five Below's five straight quarters of double-digit comps, 23% revenue growth, its move past 2,000 stores and a rare guidance raise. Victoria's Secret posts a 9% comp; Anne credits store consistency, omnichannel execution and strength in PINK and beauty, and the pair explore whether GLP-1s — increasingly prescribed alongside hormone replacement therapy — are quietly reshaping apparel and beauty demand. Lululemon disappoints, with comps down 9% and the Americas down 12% as Heidi O'Neill steps in as CEO; Anne argues the brand needs a sharper point of view and less rinse-and-repeat product. At Kohl's, Steve flags a second straight quarter of Sephora underperforming the rest of the store.The centerpiece is Anne's work as a flex retail associate, booking shifts through the Reflex app in cities across the US: point-of-sale systems so intuitive that training is nearly obsolete, twelve strangers running a warehouse sale that moved 3,000 customers in a single shift, and hospitality-only roles at Longchamp in Boston and Sézane in San Francisco, evidence that mid-tier retailers are putting real P&L dollars into the welcome.The trio then debates Anthropic's open-source Claude Commerce Agents — throttled assortments in agentic pilots, returns exposure, and grocery shoppers splitting weekly lists across banners by price. Anne walks Target stores with executives and lands bullish on the Bullseye, while Steve sizes up Shein's Hong Kong listing at roughly $27 billion against its one-time $100 billion valuation.On the radar screens: Quince's rumored raise and brick-and-mortar ambitions (Steve's skeptical the assortment translates), and Michael on JBS, the world's biggest meat processor, Brazilian beef imports, and whether beef can price itself out of the grocery basket for good. Registration is open for a special webinar featuring Steve in conversation with Placer AI's Head of Analytical Research RJ Hottovy. From changing shopping patterns to emerging market opportunities, shifting consumer demand continues to reshape the industry. So don't miss this data-driven session unpacking the most important trends defining today's marketplace and the strategies leading brands are using to win retail's future. It's all brought to you by Placer.AI and It all happens on Tuesday September 29 at 1pm ET..Register here today:https://www.placer.ai/discover-events/discover-shifting-consumer-demand 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 author 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 a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
La presidenta Sheinbaum se juega más que la credibilidad fiscal con el Paquete Económico 2027, las acciones de Televisa se desploman y al otro lado del mundo a Shein tampoco le está yendo bien en bolsa, Huawei y Xiaomi madrugan a Apple y el nuevo lanzamiento que la dueña de TikTok trae entre manos.
Jianggan Li returns for a China read: Europe's run on Chinese air conditioners, the humanoid robot games, Shein's discounted Hong Kong listing, and what breaks when Chinese firms go abroad. One thread runs through all four. China's advantage is not invention. Midea did not build a better aircon, it read Europe's building codes and engineered to them. Robot hardware raced ahead because engineers ground at it for a year while the software did not. Temu went from someone suggesting a Super Bowl ad to the ad being made in thirty days. The moat is iteration, and Chinese firms are mostly competing with each other, not with you. Also: why the robots still need a human holding a remote, why humanoids substitute for cheap labour instead of complementing it, and the advice one operator gives about expanding abroad, which is to stop trying to change how things are done there and change yourself instead. Watch, listen or read the full insight at https://www.bravesea.com/blog/china-competitive-advantage BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #China #HumanoidRobots #SoutheastAsia #China #HumanoidRobots #SoutheastAsia #Shein #Temu #Unitree #Midea #Robotics #Ecommerce #Manufacturing #Singapore #Startups #SEAstartups 00:00 Introduction 01:45 Europe's aircon panic, and the 12-hour drive 03:08 Designed to the regulation, not to be better 05:07 It's not China vs you. It's China vs China. 05:55 The World Humanoid Robot Games 06:52 Why the robots still need a human with a remote 08:20 Hardware outpaced software, and the data problem 11:19 Unitree's IPO, and a founder who wasn't smiling 11:53 Humanoid robots vs cheap human labour 15:02 Complement or substitute: where humanoids land first 16:43 Shein: $100B to $26B 19:25 Temu, de minimis, and the marketplace squeeze 20:43 The Super Bowl ad built in 30 days 23:12 Nobody writes the story of iterative engineering 25:41 Going global, and the driving seat problem 28:49 What to watch: the Xi-Trump meeting
A Mediocre Time with Tom and Dan — Episode Notes Episode: "Bring the Vinegar" Hosts: Tom and Dan | Guest: Savannah (Gatorland) Sponsors / Ad Reads Jeff's Bagel Run — Pumpkin season promo: pumpkin bagels daily, pumpkin spice cream cheese (now with a vegan version), pumpkin spice lattes and cold foam cold brew, and maple brown sugar cream cheese. Mentions their free rewards app (a free bagel just for signing up) at JeffsBagelRun.com. Tom and Dan 2027 "Seaz Nuts" Cruise — Booking now for September 23–26, sailing from Port Canaveral on the MSC Seashore with stops in Nassau and Ocean Cay. Interior staterooms from $1,200 for two guests, including free Wi-Fi, in-room breakfast, and unlimited premium drinks; features a live broadcast and the Mediocre Idol karaoke competition. Deposit info at tomanddancruise2027.com; later in the show they note roughly 150 people have already signed up. Injured On The Go / Just Call Moe (justcallmoe.com) — Attorney Moe Dewitt sponsors the show; pitched twice as a personal recommendation from Dan. Promotes his free VIP program (event invites), the Moe Grand Prix in Tampa, an interactive "What Do You Want From Us" comedy show with Ross coming in October, and the annual Moe Celebrity Bowlarama. Core Flooring Center (coreflooringfl.com) — Owner Corey's Central Florida showroom (walkable flooring samples). Listeners get 10% off flooring and labor starting at $1/sq ft, 0% financing for 24 months, and dustless flooring removal; a portion of sales supports local pet charities. Segment Rundown Show open and download-count banter — Tom and Dan kick off the Friday free show joking about being too comfortable on air and touting the show's roughly 20 million total downloads over nearly 30 years. Savannah's dramatic entrance — The hosts joke about a professionally produced "Crocodile Dundee"-style intro bit for Savannah, then she bursts in late, having just come from getting a traffic ticket. Expired-tag traffic stop story — Savannah recounts being pulled over driving from Gatorland for an expired vehicle registration, getting warned a repeat stop could mean jail, and paying a $114 ticket. The group riffs on DMV renewal hassles, automated license-plate-reading cameras, and Dan's own past run-in with an expired driver's license (including his wife Crystal once telling a cop she was driving because his license was suspended). Australia trip recap: Northern Territory and viral songs — Savannah describes her month-long stay near Darwin with her friend Catherine's teenage kids, then plays two viral local songs ("Pink Blush" and a track by Young Miami), sparking a debate about fast-fashion brands like Shein versus the designer-brand references in older rap. Remembering Dolly Parton — The group discusses Dolly Parton's recent death, with Savannah recalling the outpouring of sympathy she got from Australians while traveling, a bit about post office flags at half-staff, and a running joke about Dan dressing as Dolly for Halloween. Filming crocodile feedings — Savannah describes filming pig-meat crocodile feedings for content and a near-miss when a crocodile bumped her GoPro rig underwater. The crocodile-poop diamond ring — Savannah tells the story of pulling a tarnished diamond ring out of crocodile droppings while cleaning park drains, brings it into the studio, and the group speculates on how it got there (a lost tourist's ring, a ring embedded in pig meat, or something a "nuisance" crocodile swallowed years earlier) and whether she'd return it if she ever traced it to a victim's family. Wombat and wallaby encounters — Savannah describes her daily play sessions (and occasional bites) with a wombat named Rocket and a standoffish wallaroo named King George at the park. Tease for jet lag / NFL Australia segment — Brief tease before the break about discussing jet lag and the NFL game being played in Australia the following week. AI-assisted ring analysis — Back from break, Dan reveals he ran a description of the ring through Claude, which suggested a sterling-silver band with an oval clear stone in a style common from the 1920s–1960s and recommended a jeweler test for a maker's mark; the hosts jokingly dangle a free cruise spot for whoever can positively identify the ring. The mystery poop bag / Seth Petruzzelli reveal — Callback to a bit about a dog-poop bag left outside the studio all week; caller Brandon had correctly guessed it belonged to former guest Seth Petruzzelli, confirmed via a group text from Seth (on a cruise). Brandon is rewarded with a Tom & Dan merchandise prize pack. Jet lag mechanics and NFL Australia games — Savannah explains why the trip home from Australia hits harder than the trip there, recounting driving on the wrong side of the road and getting lost the morning after landing. This leads into discussion of the 49ers vs. Rams Week 1 game in Australia and whose travel plan (acclimating a week early vs. arriving 24 hours out) will backfire. Wheel of Fortune announcer scandal — The hosts discuss announcer Jim Thornton's firing after being seen on a flight accessing an online support community for people with pedophilic thoughts, debating intent and why the network cut ties regardless. Plane screen-privacy and targeted-ad tangent — A bit about people snooping on neighbors' phone/laptop screens on flights, Dan's admission to browsing a friend-of-the-show burlesque performer's photos mid-flight, and a riff on social media ads seeming to "listen in" on conversations. Otter attack news story — A news item about a woman injured by an otter while open-water swimming leads to a tangent celebrating unstoppable elderly athletes (swimmers, runners, pickleball players). "Last Stop Laramie" documentary recommendation — Savannah recommends an HBO Max true-crime documentary about an unsolved murder in a tiny Northern Territory town, calling it "homework" for listeners; also mentions the 20th anniversary of Steve Irwin's death and shares Australian "strawberry cloud" candy with the hosts. Burning Man riff ("bring the vinegar") — An extended bit about Burning Man culture: having to rinse off alkaline playa dust with vinegar (the episode's namesake joke), gripes about big festival crowds and sound quality, trash left behind at the event, and a running gag about starting a mini parody version called "Burning Dan." Shoes and celebrity memorabilia tangent — A bit about favorite oversized New Balance "Willie Nelson" sneakers (with a mention of Willie Nelson's own shoes on display in Nashville), followed by talk of friends' celebrity memorabilia — a Dolly Parton outfit, Betty White's door, a talking Satchmo doll, and an animatronic singing Alan Jackson Santa. Social media algorithm suppression and Instagram "breakup" — Savannah explains how Instagram throttles her reach unless she posts risky "running from crocodiles" content, even losing followers off a 1.5-million-view viral video, and describes going on a content blackout and writing the platform a "Dear John" video letter. The group connects this to algorithms rewarding negativity and the growing uncertainty over AI-generated content online. Voicemail: TikTok algorithm burnout — A listener voicemail says the TikTok algorithm has gotten worse and they've switched to rewatching old shows (Vice Principals, The Righteous Gemstones); the hosts riff on preferring classic sitcoms (The Jeffersons, Sanford and Son, Good Times, Golden Girls) over TikTok and note wanting to watch "Monsters of God," a documentary Savannah says she knows people featured in. Show close — Sign-off wishing listeners a safe Labor Day weekend, a reminder the show is off Monday and returns Tuesday with the BDM show, an apology for canceling Thursday's show due to Dan's emergency root canal, and a closing plug for the 2027 "Seaz Nuts" Tom and Dan Cruise, noting strong early sign-ups. Key Dates / Plugs Mentioned Next week: NFL Week 1 game played in Australia (49ers vs. Rams), discussed re: jet lag. Monday: Show is off. Tuesday: Show returns with the BDM edition. October: Just Call Moe's interactive "What Do You Want From Us" comedy show with Ross. September 23–26, 2027: Tom and Dan "Seaz Nuts" Cruise, sailing from Port Canaveral on the MSC Seashore (Nassau and Ocean Cay stops) — deposits open now at tomanddancruise2027.com. Ongoing/unscheduled: Moe Grand Prix (Tampa) and Moe Celebrity Bowlarama, plugged via justcallmoe.com's VIP program. Notable Guests/Callers Savannah — In-studio guest from Gatorland; recounted her month-long Australia trip, the crocodile-poop diamond ring find, and her ongoing standoff with Instagram's algorithm. Brandon — Phone-in caller who correctly guessed that former guest Seth Petruzzelli left the poop bag outside the studio; awarded a Tom & Dan prize pack. Seth Petruzzelli — Referenced (not on air) via a group text confirming he was the "poop bag culprit." Unnamed voicemail caller — Left a voicemail about TikTok algorithm burnout, prompting the closing sitcom-nostalgia discussion. ### Website: https://tomanddan.com/ App: https://tomanddan.com/app Become a BDM: https://tomanddan.com/registration Merch: https://tomanddan.myshopify.com/ YouTube: https://www.youtube.com/@TomandDanLive Twitch: https://www.twitch.tv/tomanddanlive Facebook: https://www.facebook.com/AMediocreTime Instagram: https://www.instagram.com/tomanddanlive/ X: https://x.com/TomAndDanLive TikTok: https://tiktok.com/@tomanddanshow Reddit: https://reddit.com/r/tomanddan ACT RSS: https://feeds.libsyn.com/61976/rss AMT RSS: https://feeds.libsyn.com/18904/rss
Welcome to another edition of Retail Roundup. This is your weekly brief helping retail leaders decode the biggest shifts in retail, AI, and commerce. In this week's episode, Jeremy Goldman sits down with Sky Canaves (Principal Analyst, EMARKETER), James Tenser (Storyteller-in-Chief, CPGMatters), and Lavina Suthenthiran (Senior Retail Analyst, RETHINK Retail) to discuss a shaky IPO, a widening apparel gap, and what's really building shopper trust in 2026. IN THIS EPISODE, THE PANEL BREAKS DOWN: - Shein's anticlimactic Hong Kong IPO. After years of regulatory setbacks in New York and London, Shein finally went public at roughly a quarter of its 2022 valuation. The panel unpacks why investor enthusiasm cooled and whether Shein's real long-term opportunity is less about fast fashion and more about becoming an AWS-style supply chain service for other brands. - Amazon's growing grip on apparel. Amazon's share of US clothing spend has doubled since 2019, while Walmart's has stayed flat. The group examines broader brand selection, easier returns, and an AI shopping assistant that's quietly reshaping how people discover what to buy. - Target's beauty reset draws scrutiny. Following its split from Ulta, Target's new in-house beauty assortment features just 2% Black-owned brands, a percentage that's raising questions given the company's prior commitments and recent DEI reversals. - Physical retail might be the best ad you're not counting. The group explores how a store's mere presence, even one a shopper never enters, can build the trust that drives online conversion. Listen now for the full conversation.
After several years of ups and downs, the Chinese fast-fashion brand Shein finally went public this week. But the IPO wasn't what Shein hoped for. For one, it came four years late. The company first started attempting to go public in 2022, but a series of political hurdles in New York and then London led to long delays. Finally, Shein went public in Hong Kong this week at a valuation of around $25 billion, down from $100 billion in 2022. On this week's Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglisnka break down the three big reasons Shein has struggled to maintain the valuation it held in recent years.
Ze zijn eruit: na maanden van speculatie over aantallen ontslagen, kunnen we er nu een getal op plakken: er moeten nog eens 50.000 banen uit bij Volkswagen, bovenop de 50.000 banen die sowieso al zouden verdwijnen. Hét hete hangijzer - het sluiten van fabrieken - wordt nog even vooruit geschoven. Dat leek de sleutel naar een akkoord met de vakbonden. Die stemden, via in zetel in de RvC, gisteravond in met het grote hervormingsplan van de Duitse autobouwer. Maar gaat het allemaal genoeg zijn? Dat bespreken we deze aflevering. En je hoort over Operation Economic Outcast; president Donald Trump beloofde dat het een economische D-Day zou worden voor Iran. Zijn Financiënminister Scott Bessent mocht de kar trekken en lijkt nu eindelijk succes te boeken: de EU schaart zich achter zijn plan, zegt hij. Wat dat voor ónze economie kan betekenen, bespreken we ook. Hoor je ook nog: Een meevaller voor het kabinet omtrent box 3 De beursgang van Anthropic, die gaat niet lang meer duren Waarom Jorik zijn vriendin nog niet ten huwelijk vraagt Wat kersverse Apple-ceo John Ternus volgende week te wachten staat Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
El analista revisa además los títulos de Vivendi, Inditex y Shein.
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber return from the summer break to discuss why government bond yields are rising again and what that means for stock markets and investors. Hannah Williford speaks to Rob Perrone from Orbis Investments for a deeper look at the recent bond market moves, while Tom examines Nvidia's latest earnings, whether AI demand can keep justifying its valuation, BP's new chair and Shein's difficult Hong Kong stock market debut. Charlene looks at signs of weakness in the UK housing market, including house price and mortgage approvals data. She also explores record capital gains tax receipts and why some pension savers may not be getting all the tax relief they are owed.
Muy buenos días, fue una tarde ocupada para Marcelo Ebrard en Carolina del Norte, donde se reunió con Howard Lutnick y Jensen Huang, el CEO de Nvidia. Mientras tanto en México, en Pemex hay urgencia por acelerar las alianzas con empresas privadas y lo escuchamos del propio director. En el ámbito corporativo, damos las razones de por qué Uber recorta más de tres mil empleos. En bolsa, nos preguntamos cómo cerrará la acción de Shein en su primera semana. Hay cambios en el Consejo de Empresas Globales, Estados Unidos y Venezuela formalizan histórico acuerdo petrolero. Además, la plataforma Kalshi estrena su versión en español.Suscríbete al newsletter Línea de Mercado: https://www.bloomberglinea.com/newsletter/ [Patrocinado] Conoce más en https://bancoplata.mx/
每周新书听友群微信号:yinmingshu002。音频文字发布在公众号“北京读天下”。Zara将Lefties推到实体店面一线,不断进入新市场,开设新店面,是为了将Shein尽可能封锁在低端市场,避免Zara直接经受低价打击。然而竞争并非一厢情愿,Lefties本身必须具备一定的竞争力才能和Shein展开竞争。品种方面,Lefties无法和Shein竞争。Lefties的竞争优势包括品牌联想、成本和体验。在区域选择上,Lefties避开美国市场,让Shein和Temu、亚马逊拼消耗,消耗战需要大量补贴,Zara无法跟随。从市场占比看,欧洲收入占2/3,美洲18%,亚洲及其他市场(含中国)15%。美洲市场收入主要来自Zara及Inditex旗下的高端品牌,短期内Lefties没有进入美国的计划(只在墨西哥有28家店)。媒体关于Zara的报道在2022年到2006年之间有一个很大的转变。2022年,媒体的看法是Shein成功改写了竞争规则,夺取传统快时尚企业Zara的市场。主动权在Shein一方,Zara无法在速度和成本上对抗Shein,在社交媒体上显著落后。到了2026年,媒体普遍认为Zara打开向上通道,已经成功摆脱了和Shein之间的成本竞争,进入了一个新市场空间。金融时报有一篇报道文章,题为“Shein的竞争对手们发现最有效的防御来自实体店面”,介绍了Zara如果调动店面的价值主张在竞争中取得主动。店面面积扩大的同时,Inditex每平方米的销售额度实现增长,从2013年的每平方米5000欧元增加到2024年的8000欧元。单位面积销售额增长代表着销售效率的提高,减少店面则降低了送货成本。和店面数量减少同时出现的,是线上销售比例从2019年的14%增长到2026年的26.7%,电商承接了很大一部分小型店面的销售,显示出线上线下混合模式的效果。
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den gruseligen September-Auftakt, Kracherzahlen von Dell und eine Enzym-Aktie, die fremde Blockbuster in eigene Erlöse verwandelt. Außerdem geht es um SAP, CrowdStrike, Cloudflare, RWE, Merck, Apple, Credo Technology, MongoDB, GitLab, Palo Alto Networks, Nvidia, Broadcom, Shein, H&M, Fast Retailing, Next, Inditex, Associated British Foods (ABF), Gap, Roche, Johnson & Johnson, Merck & Co., Halozyme Therapeutics, Bristol-Myers Squibb, Pfizer, Eli Lilly, Alteogen, Schott Pharma, Gerresheimer, Ypsomed, West Pharmaceutical Services, Husqvarna, Toro, KraneShares Global Humanoid and Embodied Intelligence ETF (WKN: A41PZ8) und iShares Automation & Robotics ETF (WKN: A2ANH0). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über historische Abschiede, SpaceX-Druck für Siemens Energy und die Zinsgewinner des Anleihenschocks. Außerdem geht es um DHL Group, Apple, Shein, Inditex, Microsoft, Halliburton, Valero Energy, PG&E, Edison International, Nvidia, MediaTek, Aon, KKR, Eli Lilly, Hyperliquid Treasury, Siemens Energy, Nordex, Sto, OHB, Vonovia, Aroundtown, TAG Immobilien, LEG Immobilien, Amazon, BMW, UBTECH Robotics, Zeekr (Geely Automobile Holdings Limited), Unitree Robotics, Renesas Electronics, NXP Semiconductors, Analog Devices, MinebeaMitsumi, Regal Rexnord, TE Connectivity, Amphenol, Walmart, Daifuku, Jabil, Toyota, BYD, Xiaomi, Xpeng, Tesla, Siemens, Schneider Electric, JPMorgan Chase, Crédit Agricole, Grenke und Volkswagen. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
México entra a septiembre con mejores expectativas de crecimiento, pero con una señal incómoda: nadie en la encuesta de Banxico cree que sea un buen momento para invertir. Mientras Claudia Sheinbaum prepara un presupuesto que promete disciplina fiscal sin frenar el gasto, la cartera vencida de los bancos sigue subiendo. Afuera, nuevos ataques de Estados Unidos contra Irán empujaron al petróleo y a los bonos, complicando otra vez la batalla contra la inflación. Además, hablamos de la cooperación militar entre Rusia e Irán, las dudas de la Fed, el debut de Shein en Hong Kong y la nueva frontera de la inteligencia artificial con OpenAI y Dell.Este episodio es presentado por STRTGY, creador del Centro de Decisiones que convierte datos de ventas, inventarios, compras, clientes, costos y operación en recomendaciones concretas para actuar mejor. Más información: arturo@strtgy.ai o al WhatsApp: +52 81 3232 2698Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.
En Capital Intereconomía ponemos el foco en la actualidad empresarial y en las principales oportunidades de inversión, con especial atención al estreno bursátil de Shein y a las estrategias para construir una cartera a largo plazo. En Radar Empresarial analizamos el decepcionante debut de Shein en la Bolsa de Hong Kong. Adrián Hostaled, analista de XTB, nos explica las claves de su salida a bolsa, la reacción de los inversores y los factores que pueden determinar la evolución de la compañía en el mercado tras su estreno. En el Foro de la Inversión conversamos con Jorge Ortega García, autor del libro Una idea de inversión: Cómo crear un fondo de inversión basado en el S&P 500 mediante un análisis factorial. Conocemos su propuesta para construir una estrategia de inversión tomando como referencia el principal índice estadounidense y abordamos las claves del análisis factorial aplicado a la selección de inversiones. Por último, abrimos el Consultorio de Fondos con Alberto Loza, responsable de Selección de Producto de Norwealth Capital, que responde a las consultas de los oyentes y analiza diferentes alternativas para invertir a través de fondos, atendiendo al perfil de riesgo, los objetivos y el horizonte temporal de cada inversor.
France is aiming to crackdown on fast fashion, as its government has started imposing fees on items sold from sites like Shein and Temu. The levy could reach almost €20 per garment by 2030. Should the Irish government do the same? Anton discusses this further with Sustainability Broadcaster Meghann Scully.
A.M. Edition for Sept. 1. Apple has a new CEO in the form of John Ternus. WSJ reporter Rolfe Winkler explains how Ternus not only has to follow iconic leader Tim Cook, but also come up with an industry-winning plan for AI. Plus, the SEC asks whether firms promising pre-IPO shares in hot companies actually hold those positions. And President Trump backs the film and TV industry in the hopes that a federal tax credit can save Hollywood. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. The AI Therapist: A WSJ Podcast Series Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ultra-fast fashion company Shein started trading on the Hong Kong Stock Exchange today. Once valued at about $100 billion, the company went public at closer to $27 billion. The Shein IPO has been years in the making. This morning, we'll delve into what took so long, where the brand stands within the fashion retail landscape, and what the IPO could mean for customers. But first: what a jump agriculture export prices means for farmers.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
Millions of Afghans have in recent decades fled across the borders to Pakistan and Iran, seeking refuge or employment. But as the numbers leaving Afghanistan have risen, especially since the Taliban's return to power in August 2021, so have deportation efforts by Pakistan and Iran. We have a special report by the BBC's chief international correspondent Lyse Doucet, who has been to the main border crossing between Pakistan and Afghanistan.Also in the programme: as a new law comes into force in Austria banning girls under the age of 14 from wearing a headscarf in schools, we hear from the government, and a critic of the ban; shares in the ultra-fast-fashion giant Shein have plunged on their first day of public trading on the Hong Kong Stock Exchange; and the population of New Zealand's critically endangered flightless parrot, the kākāpō, has surpassed 300 birds for the first time in decades.(Photo: Trucks carrying returnees parked along the highway near the Torkham border crossing, October 2025. Credit: EPA/Shutterstock)
Ultra-fast fashion company Shein started trading on the Hong Kong Stock Exchange today. Once valued at about $100 billion, the company went public at closer to $27 billion. The Shein IPO has been years in the making. This morning, we'll delve into what took so long, where the brand stands within the fashion retail landscape, and what the IPO could mean for customers. But first: what a jump agriculture export prices means for farmers.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories covered in this episode:Crop export prices are up. Are farmers reaping the benefits?What Shein's IPO means for customers
Plus: Stocks fall after Shein's IPO disappoints. And President Trump backs a federal credit to help the beleaguered U.S. movie and television industry. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Fast-fashion retailer Shein makes its long-awaited Hong Kong debut. And Apple rises as Tim Cook hands over the reins. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shein finally makes its stock market debut in Hong Kong, after failed attempts to list in New York and London. And the company is now valued at around a quarter of its 2022 peak. We look at whether it really is third time lucky for the fast-fashion giant. China tightens the rules for its carmakers, warning against aggressive price cuts as brands such as BYD look overseas for growth. We hear from former Nissan and Aston Martin executive Andy Palmer.
U.S. Army Secretary Dan Driscoll is leaving after months of tension with Defense Secretary Pete Hegseth. President Trump's post about attacking Iran's Kharg Island blurs the line between social media and foreign policy. Shein has a rocky Hong Kong stock market debut. And Democratic socialists are winning primaries, but Black voters remain a tough sell.
Market update for September 1, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why September could bring more market volatility as oil prices and bond yields move higherThe FTC's lawsuit accusing Amazon of secretly inflating advertising pricesShein's disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billionDuolingo's analyst upgrade and why NIO shares are falling after earningsHow YouTuber Markiplier became GoPro's largest shareholder and sent the stock surging
Kleding zien op TikTok en die meteen uit China bestellen: vandaag gaat de belichaming van ultrafast fashion naar de beurs. Redacteur Timo Nijssen ziet hoe een ondoorzichtig bedrijf ineens openheid van zaken moet geven. Hebben mensen nog wel vertrouwen in het sprookje van supersnelle mode?Gast: Timo NijssenPresentatie: Bram Endedijk Redactie: Felicia Alberding & Annabel Ronhaar Montage: Michiel van PoelgeestEindredactie: Esmee Dirks & Iddo Havinga Coördinatie: Ilse Eshuis Productie: Rhea StroinkHeb je vragen, suggesties of ideeën over onze journalistiek? Mail dan naar onze redactie via podcast@nrc.nl. Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.
U.S. Treasury Secretary Scott Bessent downplays concerns as the global bond sell-off deepens with the U.S. 10-year treasury yield hitting a 20-month high. The G20 summit in North Carolina leaves European officials astonished at the Russian Finance Minister's attendance, but Bessent says there will be no sanction relief until the war in Ukraine is over. Shein struggles in its Hong Kong IPO, as the valuation of the fast-fashion giant falls by some three-quarters since its private market peak in 2022.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Au sommaire : La facturation électronique entre officiellement en vigueur ce 1er septembre pour toutes les entreprises assujetties à la TVA, sans sanctions immédiates pour les retardataires, mais seulement 55% des entreprises concernées étaient prêtes fin août.Shein fait son entrée en bourse à Hong Kong ce matin avec un repli de 9% dès le premier jour, les investisseurs doutant de la capacité du géant chinois de la fast fashion à générer une croissance bénéficiaire satisfaisante.Apple annonce le changement de son PDG avec Tim Cook qui devient président du conseil d'administration après 15 ans à la tête de l'entreprise, remplacé par John Ternus, un ingénieur de 51 ans qui a participé à la conception de tous les produits phares de la marque.Plusieurs changements sociaux entrent en vigueur le 1er septembre : la durée des arrêts de travail est limitée à un mois pour la première prescription et deux mois pour une prolongation.Les importations de viande brésilienne sont suspendues en Europe à partir de jeudi en attente de garanties sur l'utilisation d'antibiotiques dans les élevages, concernant le bœuf, la volaille, les œufs et le miel.La Suède achète 4 frégates à Naval Group pour près de 4 milliards d'euros, un contrat signé en présence d'Emmanuel Macron symbolisant une étape historique dans la coopération franco-suédoise et la souveraineté européenne en matière de défense.L'assurance-vie reste le placement préféré des Français avec des versements record de 18 milliards d'euros en juillet, largement devant le livret A malgré sa revalorisation à 1,7%.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
輝達「入股」聯發科飆漲停! SHEIN流血IPO曝習近平整治「中國內卷」慘吞敗!?【關鍵時刻】20260901 張炤和
Ausgebeutete Wanderarbeiter, unerlaubte Inhaltsstoffe, grosser Preiskampf – «Kassensturz» besucht Temu-Fabriken in China, testet Produkte und nimmt die neue Verkaufsstrategie der Online-Plattform in Europa unter die Lupe. Temus neue Verkaufsstrategie – Schweizer Absender auf dem Etikett Der Onlineriese Temu drängt mit einem «Local-to-Local»-Modell auf den Schweizer Markt: Schweizer Händler sollen schneller und direkt an Konsumentinnen in der Schweiz liefern – und so das Image aufpolieren. Doch die Skepsis ist gross: Der Handelsverband warnt im «Kassensturz» vor Marktverdrängung und Haftungsrisiken. Schweizer Partner stehen unter Druck: Temus Algorithmus drängt zu drastischen Preissenkungen. Und bei zu später Lieferung drohen Strafzahlungen. Test «Kosmetik aus China» – Allergie-Alarm bei Schönheitsprodukten Ob Kinderschminke, Henna, Nagellack oder Haarfarbe: Kosmetik von Billig-Onlineshops können gesundheitsgefährdend sein. Das zeigt die Stichprobe von «Kassensturz» und dem Kantonslabor Basel-Stadt. Alle getesteten Produkte von Temu, Shein, Aliexpress oder Fruugo fallen durch. Sie enthalten verbotene Stoffe, massiv überschrittene Grenzwerte oder falsche Deklarationen. Eine Dermatologin schätzt ein und warnt vor Allergien, Hautschäden oder Schlimmerem. China-Schnäppchen – Wer zahlt die Zeche für Waren von Temu & Co.? Extremer Preiskampf, ausgebeutete Wanderarbeiter, unerlaubte Inhaltsstoffe – Die «Kassensturz»-Reportage aus China zeigt, wie das Land zur «Fabrik der Welt» wurde: Eine Stadt spezialisiert sich auf ein Produkt, von Ramsch bis Luxus. Wie zum Beispiel die Pinsel-Metropole Luyi: Mehr als 60 Prozent der Weltproduktion an Kosmetikpinsel kommt von dort. Oder die Gegend um Shantou, die sich auf Spielzeug spezialisiert hat. Ohne ausreichende Qualitätskontrolle landet das Billigste vom Billigen dann auf Onlineplattformen wie Temu & Co. Und Konsumentinnen und Konsumenten – in der Schweiz und auf der Welt – bekommen, was sie bezahlen.
Après deux tentatives avortées sur les places de New York et Londres, le géant chinois Shein a finalement fait son entrée en bourse à Hong Kong. À peine introduit, le titre perdait près de 10% de sa valeur alors que le modèle qui a fait l'énorme succès de cette plateforme est de plus en plus contesté. Sur le papier, l'introduction de Shein est un succès : 1,46 milliard de dollars levés, pour une capitalisation boursière autour de 22 milliards de dollars. Mais c'est près de quatre fois moins que la valeur estimée de l'entreprise en 2022, quand la pandémie avait propulsé les sociétés de e-commerce au sommet de la fast fashion. À l'époque, Shein était en pleine ascension : en Europe et aux États-Unis, on s'arrachait ses vêtements tendance fabriqués en Chine et vendus à des prix dérisoires. Shein a d'ailleurs d'abord cherché à être cotée sur les places boursières américaines. Face aux critiques sur les conditions de travail dans ses usines, aux soupçons de travail forcé, au lobbying des compagnies occidentales dénonçant la concurrence déloyale de ces produits made in China déferlant sur leur marché sans respecter aucune norme sociale ou environnementale, Shein a d'abord tenté de faire oublier ses origines chinoises en installant son quartier général à Singapour. Mais cela n'a pas suffi à faire échouer ses tentatives d'entrer en bourse d'abord à New York puis à Londres. À lire aussiLa plate-forme de vente de prêt-à-porter en ligne Shein s'apprête à faire son entrée à la Bourse de Hong Kong Des enquêtes en cours en Europe et aux États-Unis Quatre ans plus tard, Shein s'est rabibochée avec le Parti communiste au pouvoir à Pékin et assume ses racines en choisissant Hong Kong. Conséquence d'un climat qui s'est largement dégradé pour l'entreprise à l'étranger. Aux États-Unis, le retour de Donald Trump à la Maison Blanche a signé la fin de l'exemption douanière sur les petits colis de moins de 800 dollars. Dans l'Union européenne et au Royaume-Uni aussi, le régulateur a fini par prendre des mesures pour refermer la brèche dans laquelle s'était engouffrée Shein pour accaparer des parts de marché. Depuis le 1ᵉʳ juillet, l'UE impose ainsi une taxe de 3 euros par article sur chaque petit colis. En France, cette mesure a fait chuter les importations chinoises de 30 à 40 % d'après les douanes françaises. Si Shein est moins affecté que ses concurrents Temu ou AliExpress, ses ventes ont tout de même reculé brutalement de 15%. L'entreprise fait aussi l'objet d'investigations de l'autorité de la concurrence aux États-Unis, tandis que la Commission européenne enquête sur des allégations de vente d'armes et de poupées pédopornographiques sur sa plateforme. Shein risque une amende représentant jusqu'à 6% de son chiffre d'affaires mondial. À lire aussiFrance: Shein échappe à une suspension administrative mais pas aux poursuites judiciaires Le titre chute de près de 10% Ce contexte explique sans doute la méfiance des investisseurs. Ceux qui avaient misé les premiers sur l'entreprise ont d'ailleurs profité de cette introduction en bourse pour revendre leurs parts et récupérer leur mise : quelques heures seulement après l'ouverture du capital, le titre de Shein chutait déjà de près de 10%. Reste que les sommes levées devraient permettre à l'entreprise d'investir et de se diversifier. Maintenant que la faille douanière qu'elle a su si bien exploiter en Europe et aux États-Unis est en train de se refermer, Shein pourrait être tentée de se tourner vers d'autres marchés moins protégés, notamment dans les pays émergents.
Muy buenos días, martes primero de septiembre, el día en que Tim Cook se despide como CEO de Apple y esto significa que inicia la era Ternus. Vamos a hablar también de qué estará vigilando Wall Street bajo un nuevo líder. Ya se estrenó en bolsa Shein, entre hoy y mañana tendremos la fotografía completa de su debut en la Bolsa de Hong Kong. Honda y Nissan unen fuerzas, aunque no haya resultado la fusión y una reflexión que deja Messi tras su retiro de la Selección Argentina. Suscríbete a Línea Mercado: https://www.bloomberglinea.com/newsletter/
Amazon krijgt de toezichthouder achter zich aan. De FTC start samen met 22 Amerikaanse staten een zaak tegen de webgigant, omdat die klanten zou hebben misleidt. Amazon zou adverteerders stiekem hogere prijzen laten betalen via schaduwtarieven en nep-biedingen. 1,2 miljoen klanten waren sinds 2019 de dupe, zegt de FTC. En de totale rekening zou oplopen tot 20 miljard dollar. Hoe donker is de wolk die boven Amazon hangt? Dat hoor je in deze aflevering. Verder hebben we het over Shein. Vier jaar moest het bedrijf wachten op de eigen beursgang. En dat blijkt nu allemaal voor een teleurstelling te zijn geweest. De eerste beursdag was bepaald geen feest. Kan het dat dan wel nog worden en wat is daarvoor nodig? Er is ook nog goed nieuws! Want de geplande Box 3-plannen worden geparkeerd. In de gelekte prinsjesdagstukken wordt er niet over gesproken maar bronnen melden dat er wel degelijk ontwikkelingen zijn. En je komt meer te weten over robot-eendjes. Kwek! Te gast: Arend Jan Kamp, van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
P.M. Edition for Aug. 31. The second quarter was a good one for S&P 500 companies. Per-share earnings soared 53% and many companies have raised their guidance. WSJ reporter Theo Francis explains what's propelling those gains. Plus, the Federal Trade Commission sues Amazon for allegedly manipulating prices for ads on its site—and making billions from merchants. And the Supreme Court allows President Trump to keep building his White House ballroom. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Au sommaire :Les ministres se réunissent en séminaire pour préparer un budget difficile à la veille d'une présidentielle, avec notamment une réforme des arrêts maladie pour faire des économies.Les États-Unis mènent une double offensive contre l'Iran, avec des frappes militaires et de nouvelles sanctions économiques qui impactent durement l'économie iranienne.Un malus de jusqu'à 50% du prix de vente est instauré sur les produits des plateformes de fast fashion comme Temu et Shein, dans le but de limiter leur expansion.Les marchés financiers réagissent au discours du président de la Réserve fédérale américaine, qui annonce une politique monétaire plus restrictive.Le gouvernement français annonce un plan d'aide pour l'agriculture et un plan de relance à venir.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Vijftien jaar stond hij aan het roer van Apple, maar vandaag is toch echt zijn laatste werkdag. Morgen draagt ceo Tim Cook het stokje over aan zijn opvolger, John Ternus. Die wacht dan weer een grote klus: Apple blijft achterlopen in AI. Aan hem de taak daar wat aan te doen. Deze aflevering kijken we wat John Ternus te wachten staat. Maar we blikken ook terug op het nalatenschap van Tim Cook, de eerste ceo ná oprichter Steve Jobs. En iemand die belachelijk goed zorgde voor aandeelhouders: de keizer van kapitaalallocatie. Verder hebben we het over Fed-baas Kevin Warsh. Hij werd aangesteld door president Trump om de rente te verlagen. Maar het ziet ernaar uit dat hij het tegenovergestelde van plan is. Als de inflatie niet onder controle komt, moet hij ingrijpen, waarschuwt hij. Wat dat voor jou betekent, gaan we bespreken. Verder in deze aflevering: Een Zuid-Koreaans aandeel dat is verdubbeld dit jaar, en het is géén techbedrijf! De eerste op aarde die levenslang is verbannen van voorspelmarkt Kalshi: ex-Congreslid George Santos, die gokte op zijn eigen aanwezigheid bij de State of the Union van Trump Waarom BYD lager staat ondanks goeie cijfers Een tegenvaller bij InPost Ruzie tussen een Chinees chipbedrijf en het Pentagon Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Met vandaag: Omroep ombudsman Margo Smit wijst op gat in toezicht op publieke media | Omstreden Chinese webwinkel Shein gaat toch naar de beurs | Vervroegde vertaling van hitroman 'Yesteryear' van de Amerikaanse Caro Claire Burke | Krijn ter Braak, geestelijk vader van VPRO's Zomergasten, is te gast | Presentatie: Elisabeth Steinz.
#921: The economic world prepares for Jackson Hole and all eyes are on Kevin Warsh to deliver a clearer message on the state of inflation in the US. Shein, once valued at $100B, is now aiming for a $27B valuation as it makes its stock market debut. A new drug can lengthen the life of those with pancreatic cancer. American Airlines and United are hoping direct flights to far flung places will attract new customers. Learn more at https://go.amex/morningbrew 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. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Learn more about your ad choices. Visit megaphone.fm/adchoices
US equity futures are firmer, while Asian markets are mixed and European equities are mostly weaker. AI remains a key focus following Nvidia's earnings, with its strong revenue growth outlook reinforcing expectations for continued AI spending and supporting semiconductor and memory stocks. Nvidia also pushed back against concerns around circular financing. Elsewhere, lower energy prices are providing some support as Iran and Oman work toward finalizing an agreement over the Strait of Hormuz. In Europe, German consumer confidence beat expectations but remained deeply negative, while expectations for an ECB rate hike in September remain supported by recent policymaker comments.Companies Mentioned: Nvidia, Shein, Alibaba, Z.AI , MiniMax
En este episodio, Carlos Muñoz y Ricardo Moreno destapan las lecciones de negocio detrás de los cruceros gigantes: el "monopolio temporal" que te convierte en cliente cautivo durante una semana, el 82% de margen de las ventas extra a bordo, y cómo tercerizan cada espacio para eliminar costos fijos. También hablan de Mystery Vacation, la agencia de viajes sorpresa que funciona como una tómbola donde el 99% termina en un destino cualquiera de Estados Unidos, de la licenciatura de creación de contenido de 142,000 dólares, y del modelo de arte de Nueva York que te paga por colgar cuadros en tu casa.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
A.M. Edition for Aug. 24. Trade talks between Canada and the U.S. have broken down, with Mark Carney betting no deal is better than a bad deal. WSJ trade reporter Gavin Bade details the new tariffs. Plus, Paramount begins settlement talks with several Democratic states today in a bid to avert an antitrust lawsuit over its takeover of Warner Bros. Discovery. And Nvidia, not satisfied with producing the computing power for AI, spends billions of dollars on developing open-weight AI models to compete with China. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Paramount and officials in California meet to resolve their antitrust lawsuit. And Shein prices its upcoming IPO in Hong Kong. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alice Han and James Kynge break down Microsoft's five-year retreat from China — shuttered offices, closed retail stores, and thousands of jobs wound down — while the company quietly keeps selling Azure and AI services to Chinese giants like ByteDance and Shein. They dig into what's driving the pullback, whether this is the decoupling everyone's been warning about, and the irony that Microsoft's Beijing R&D center helped train alumni now leading rivals like DeepSeek and SenseTime. Then: former Chinese premier Zhu Rongji — the man who steered China into the WTO in 2001 and became known as "China's Thatcher" — has died at 97. Alice and James look at his legacy, from a 12x increase in China's global trade to the tens of millions of state-enterprise workers laid off along the way, and what the surprisingly unscripted outpouring of grief on Weibo says about China today. Finally: Typhoon Dolphin has weakened to a tropical storm, but not before forcing over a million evacuations, grounding 40% of Shanghai's flights, and pushing Hong Kong to its hottest day on record. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices