SHEIN

SHEIN appears in 美妆巨头集体盯上头发，洗护生意为何又热起来？ through the episode’s Reuters-cited side item on Vietnam warehousing. The source says SHEIN leased about 15 hectares of warehouse facilities near Ho Chi Minh City a year earlier as part of a plan to make Vietnam an important export base, but had since reduced the leased area by roughly 60% and was cutting warehouse staff.

The episode frames the move as a warning about supply-chain relocation. SHEIN’s Vietnam push was tied to U.S. removal of low-value parcel tax exemptions for China-linked shipments, but the source suggests that production efficiency and total operating cost can still make relocation harder than a tariff-only story implies.

Connections

• Ecommerce Fulfillment Complexity - warehouse, staffing, and export-base operations behind cross-border orders.
• Global Product Localization - adjacent market-fit and operating-localization frame.
• Pinduoduo and Temu - related China-origin ecommerce platforms whose overseas growth also depends on logistics and rule adaptation.