As Shein faces mounting tariffs and the loss of the U.S. de minimis exemption for goods from China, signs point to a quiet supply chain shift that’s already affecting factories in South China. In a recent Reuters report, Alison Layfield, Director of Product Development at ePost Global, shared her perspective on the impact these changes could have on Shein’s highly efficient supply chain model.
“The model is really genius when you think about it … but to move that whole business model, that’s going to definitely put a hiccup in their turnaround times and their costs,” Layfield said. “Of course they will want to pass those costs onto consumers but … then consumers are not going to be ordering at the quantity and the price point that they have in the past.”
Read more on how shifting trade policies are reshaping Shein’s business model in the full Reuters article.
