Jianggan Li
speaker
871 appearances
4 recordings
1 series
first heard Sep 2025
last heard 6 Sep
Jianggan Li’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.
Appearances
But but but I'm not sure whether they are actually selling the story or whether they want to sell this story to investors.
yeah, I think especially Temu, right?
Because because for a long time one of the Sheen's biggest I wanna say growth story, but biggest potential of of of further growth is is the marketplace, right?
It started as a fashion brand, deeply integrated with the supply chain, uh having lots of like fashion items and clothes and apparels and stuff.
A few years ago he started to trying to uh become a marketplace where he sells other stuff manufactured not with the Sheen brand but from others as well, right?
But then Temo came about.
So so which is right at the pathway of Shin's um further growth and that creates problems because because Temu obviously from execution point of view is very, very efficient and they face the same challenges and uh all the experts I've spoken to who know both companies really well are are telling me that okay you face with the same challenges and Tim will probably be the one who can who can execute better than anybody else.
That obviously is a is is a big issue for sheen's further growth.
And and and it also has tried to diversify the supply chain.
It has tried to build like uh no manufacturing warehouses in Vietnam, in Turkey, in Brazil, in Mexico, and I think in Morocco as well.
But but it's still quite hard to replace the thousands of factories in Guangdong that have a created network that that
the propose the the the very business model of like small batches.
Mm-hm
Oh w w what just uh just a side note, what I found crazy about that ad is that is that actually two things.
So first, from somebody coming up with the idea that we should do a ad ad at Super Bowl to the ad being actually produced and sent to Super Bowl, that's thirty days.
I don't know.
Sorry, it took them
Thirty days from from some from ideation of we should do this to the day that the ad was actually made.
Thirty days.
So that shows the execution.
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