Shein’s IPO Price Tag Is Sinking as the EU Crackdown Finally Bites
Shein walked into its final pre-IPO hearing in Hong Kong today carrying a much smaller number than it once expected. The fast-fashion giant is chasing …
International trade, cross-border commerce, tariffs, customs, and global market dynamics.
Shein walked into its final pre-IPO hearing in Hong Kong today carrying a much smaller number than it once expected. The fast-fashion giant is chasing …
Tariffs & Customs deep dive: Country-of-origin rules and why they set your duty rate.
Tariffs & Customs deep dive: UFLPA and forced-labor import rules: a compliance primer.
Tariffs & Customs deep dive: Foreign trade zones: how FTZs work for retail importers.
Tariffs & Customs deep dive: Duty drawback: how importers reclaim duties they paid.
Tariffs & Customs deep dive: Anti-dumping and countervailing duties explained for importers.
Tariffs & Customs deep dive: Section 301 tariffs on China imports: a seller’s primer.
Prediction: the EU-wide €2 parcel handling fee likely misses its provisional November 1, 2026 start and slips into 2027, while the €3 duty stays live. Three recent signals point to a delay, with national fees fragmenting the bloc in the gap.
Shein and Temu’s Latin America expansion likely stalls into a costly standoff with MercadoLibre through H1 2027, not a repeat of their European share grab. Three signals, from the de minimis squeeze to Shein’s faltering Brazil factory hub, explain why.
The exemption that made ultra-cheap cross-border shopping possible in Europe is gone. As of this week, every small parcel arriving in the EU from outside …