China Business Insider
In 2024, Shein and Temu were battling for American wallets with $8 dresses and $3 gadgets. But by 2025, everything changed. Tariffs hit, rules changed, and the entire business model collapsed. The real winner? Amazon. Here's how the giant watched, waited, and took everything. Key Data: * Shein valuation: $100B → $10B (90% wipeout) * Temu US users: -28% in 2025 * De minimis loophole: Terminated August 2025 * Amazon Haul: Launched November 2024 What you'll learn: * Why Shein's "small batch, fast turnaround" model worked * How Temu exploited the $800 duty-free loophole * Why 2025 tariffs ended the $8 dress era * How Amazon let them fight, then took the market 🤖 AI Assisted, Human Curated Subscribe for weekly deep dives into China business stories that matter. Watch on YouTube: https://youtu.be/HOUEJNdWCok [https://youtu.be/HOUEJNdWCok]
6 episodios
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