This week’s podcast is about Shein, which is about to go public. It has a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.

Is the company sufficiently differentiated in the user experience?
Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?
Does the company have a strong competitive advantage in a circumscribed market? No
Is there a clear path to significant operational cash flow?
Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies?

I spoke about this in a past podcast.

Early Etsy Was a Great Example of Specialty Ecommerce. But Things Are Changing. (1 of 3) (Tech Strategy)

The future of Shein depends on what business you think Shein is in:

Connecting China manufacturers with foreign consumers.
1. China manufacturing gets you low cost and big variety.
Ultra fast fashion.
1. This is about speed and flexible production. Test, learn, restock.
Digital-first fashion. This is a compelling future position.

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I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.

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This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

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Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough

The Tech Strategy Podcast

Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough