Shein: The TikTok of Ecommerce

Shein shows one way this can go - it’s built a smartphone-only fast fashion brand that appears to be bigger than H&M and Zara combined in the USA. Part of the Shein story is the pace of inventory and the use of data (it claims to add 8-10k new SKUs every single day) but the other is that it has built this business with cheap shipping and (like ... See more

The pace of these microtrends now matches that of fast fashion, or what’s now known as “ultra-fast fashion,” where digital shopping platforms like Shein can design and produce new styles in a matter of days to reflect what’s trending online. When a certain style or product goes viral on TikTok, that item will often be sold out by the time the video... See more

SHEIN’s explosion is nothing short of remarkable: SHEIN has grown over 100% every year for eight straight years (!), and its latest private market valuation makes it worth more than Zara and H&M combined.

Another example is SHEIN, who have done the same for commerce.

One major reason for this is the quality of SHEIN's recommendations. Just as Bytedance anticipates the content you’ll want to watch, SHEIN anticipates the clothes you’ll want to buy. SHEIN is to commerce what Bytedance is to content.