Cross-border Commerce

Shein Distribution UK Limited booked GBP 2.58bn of revenue in 2025, up 25.9%, more than Asos earned across every market it serves. The accounts land two years before Britain removes the GBP 135 duty relief that made the model work.

Shein’s European revenue likely falls year over year again in the second half of 2026, with a base case of a 15–25% decline, scored at FY2026 results due by 31 March 2027. The 13.9% drop it just reported came before the EU duty even took effect.

Stripe is hiring a Greater China leadership layer entirely in Singapore while rivals staff Shanghai and Shenzhen, which points to an offshore export desk rather than an onshore China entry. The checkable version: the Singapore roles are filled by 30 June 2027 and mainland China is still absent from Stripe’s availability list on 31 December 2027.

FedEx starts charging demand surcharges on US imports from Canada, Europe, Latin America and the Caribbean on September 21, 2026, and more than doubles its China and Asia-Pacific rates. Here is the full per-pound schedule, the lanes it replaces and what cross-border sellers should do before Monday.

FedEx has launched a $99-a-month Shopify app that shows a guaranteed duty and tax figure at checkout and covers any overage, part of its new Global Trade Navigator suite. The move lands as the US, EU and Canada have all stripped duty-free treatment from low-value parcels, and puts FedEx in direct competition with UPS Global Checkout and Zonos.

Cross-border Commerce deep dive: ATA carnet: temporary imports for samples and trade shows.

Most online sellers are not directly in scope for the EU’s carbon border tax, but the indirect exposure is real. What CBAM covers, who files, and what to watch.

Cross-border Commerce deep dive: EU de minimis and the 2026 low-value import changes.