0:26
In this brief commentary, the speaker corrects a common misreading of Shein's valuation, emphasizing that the $26.5 billion figure reflects a solid, not struggling, company. He notes that Shein benefits from a debt exemption, has seen margin improvement, and achieves rapid inventory turnover—approximately 36 days. Operationally, the speaker highlights the importance of the 'duty line' and a specific long‑weekend protocol that adds duty and freight costs to each SKU, underscoring that there are no second chances, likened to a penalty‑shootout in soccer.
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