H&M, every mention

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Verbatim, from the transcripts: the passages where H&M comes up

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▶ 30:52 Benedict Evans Yeah, um, but it means that, that, that, that she and Timu were not paying, Timu, Timu, Timu were not paying import duties, where, whereas Zara and H&M 2 times in the scene

▶ 21:27 Toni Cowan-Brown Years ago, maybe a little less, I went to an event in Brussels, my, for, for a specific brand, someone took a picture of me, and then they took that picture and slapped it on their campaign in Times Square, and I was getting pictures of…

▶ 4:15 Benedict Evans Um, Shein is a Chinese smartphone-only fast-fashioned company that ships direct, um, that has sort of, doesn't, so doesn't have stores, and has sort of put fast fashion on steroids, in that Zara and H&M are sort of, um, what's the number? 3 times in the scene
▶ 12:34 Benedict Evans And then you go and look at Google Trends, and you think, wait a minute, this thing's overtaken Zara and H&M. 4 times in the scene
▶ 16:42 Benedict Evans I mean, you can do a YouTube rabbit hole, but, um, but it's basically infinite depth, but it's also the feedback loop, and I think that's the change from ASOS, and certainly from Zara and H&M, and in some ways the change from Netflix, but…

▶ 16:35 Benedict Evans Company we talked about before, um, and is now bigger than Zara and H&M combined globally. 3 times in the scene

▶ 14:29 Benedict Evans and, you know, so it's not a tech company in that sense, but this is a company that nobody had heard of two or three years ago that, you know, is probably bigger than Zara and H&M combined in the USA now.

▶ 13:35 Benedict Evans And so here is an app that now has passed Zara and H&R in Google Trends, and it's at the top of the retailing category in pretty much every app store on earth.

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