Sheehan

3 statements across 3 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 11, 2022 by Benedict Evans · across every show →

Everything said about Sheehan, oldest first

Apr 11, 2022 bullish
Assertion Supported
Evans: Shein raised at a $100B valuation, surpassing Zara and H&M combined
“And Sheehan raised this week at a hundred billion dollars, which Company we talked about before and is now bigger than Zara and H&M combined globally.”
Benedict Evans Apr 11, 2022 ▶ 16:31 Are you a seal?
May 26, 2022 positive
Assertion Supported
Evans: Shein uses browsing traffic to trigger 200-unit manufacturing batches
“You know, there's all sorts of different narratives about this, but you know, at a very, at a minimum, they're ordering in very short, small numbers. They may not even have actually ordered that product before they list it on the site. They're making 200 of th…”
Benedict Evans May 26, 2022 ▶ 8:38 Shein, TikTok and Netflix - thinking about limits
Dec 17, 2023 neutral
Assertion Contradicted
Evans: Shein will do $40 billion in clothing sales this year
“Sheehan will do forty billion dollars in, in, in, in clothing sales this year.”
Benedict Evans Dec 17, 2023 ▶ 34:29 AI and Everything Else
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