Selina Lee
speaker
11 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Selina Lee’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think it definitely signals that the golden era of unbelievably cheap, tax-free, cross-border shopping is winding down.
The exemption gave them previously a double advantage.
First, they didn't have to pay import duties, which kept the prices very low.
We talked about $5 tops or $10 dresses.
Secondly, it allowed them to sort of bypass complex, you know, customs paperwork
meaning previously they could test thousands of new styles every day in small batches without having to consider the heavy overload.
Now, without exemption, the entire cost structure that allowed them to undercut traditional brick-and-mortar fast fashion now clearly takes a hit.
Analysts told us this IPO is perhaps less about raising money to stay afloat and more about converting those investor shares into regular stock so that they can clean up their balance sheet.
Basically, we've seen the business having a huge pile of operating cash.
It has $15 billion, so it doesn't need extra money.
What it needs is a clean balance sheet to go forward.
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