Will Reliance and Shein destroy ZARA, H&M and ZUDIO? | Business case Study
A Think School business case study, recorded around early 2025, on Shein's return to India through a Reliance Retail partnership and whether it threatens Zara, H&M and Zudio. The presenter compares revenues, traces Shein's drop-shipping origins, and walks through six blocks of its fast fashion supply chain: data-driven trend spotting, design in days, small-batch manufacturing, shipping, influencer-led display and a feedback loop. He also covers its return policy and ends with lessons about data, efficiency and frugality. Sponsor: the video description promotes Think School's own Communication Master Class course. PARTIAL COVERAGE: this note is based on the opening, the origin story, the supply chain blocks, the returns section and the closing lessons, and may not cover every point in the roughly 21 minute video. Revenue, valuation and other figures are the presenter's own and not independently checked.
Executive Summary (TL;DR)
A Think School business case study, recorded around early 2025, on Shein's return to India through a Reliance Retail partnership and whether it threatens Zara, H&M and Zudio. The presenter compares revenues, traces Shein's drop-shipping origins, and walks through six blocks of its fast fashion supply chain: data-driven trend spotting, design in days, small-batch manufacturing, shipping, influencer-led display and a feedback loop. He also covers its return policy and ends with lessons about data, efficiency and frugality. Sponsor: the video description promotes Think School's own Communication Master Class course. PARTIAL COVERAGE: this note is based on the opening, the origin story, the supply chain blocks, the returns section and the closing lessons, and may not cover every point in the roughly 21 minute video. Revenue, valuation and other figures are the presenter's own and not independently checked.