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Shein warns Europe sales could fall as U.S. tariffs bite

The fast-fashion retailer said raising prices to offset U.S. tariff costs hurt revenue, and similar moves in Europe could follow

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qz.comStai leggendo1 g fa

Shein warns Europe sales could fall as U.S. tariffs bite

Shein's U.S. revenue fell 3-14% as tariff costs forced price hikes; Europe (35% revenue) faces similar pressure after the EU removed de minimis exemptions in July. The pattern signals geopolitical vulnerability for China-centric supply chains: tariff absorption erodes margins, forcing price increases that destroy demand—profit collapsed 39% in 2025.

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cnbc.com1 g fa

Shein faces existential threat as tariffs hit low-price model, putting new focus on services

Shein has won over consumers with its low prices but is now seeing shoppers flee after new tariffs and changing regulations forced it to raise prices.

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Shein warns Europe sales could fall as U.S. tariffs bite

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Shein warns Europe sales could fall as U.S. tariffs bite

Shein faces existential threat as tariffs hit low-price model, putting new focus on services

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Shein faces existential threat as tariffs hit low-price model, putting new focus on services

Shein warns Europe sales could fall as U.S. tariffs bite

Shein's IPO is being pitched at under $30 billion. Four years ago it was worth $100 billion.

Shein pitches IPO to investors at sub-$30B valuation, a far cry from its $100B peak

Shein pitches IPO to investors at sub-$30B valuation, a far cry from its $100B peak

Shein's IPO is being pitched at under $30 billion. Four years ago it was worth $100 billion.