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Shein

4 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jan 5, 2025 by Alex Kantrowitz · said 17 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (16), Ranjan Roy (1)

tap a year for its mentions
008315520242025episodesmentions
03520242025episodes it came up in
002.52.55520242025episodesmentions per episode
2025 12 mentions in 5 episodes 2 per episode
2024 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Shein, oldest first

Jan 5, 2025 negative
Prediction Held up
Kantrowitz: Temu and Shein will face US regulatory action or ban
“I think that Timu and Sheehan are going to face some action, whether it is those higher taxes, and I would not be, or a ban, and I would not be surprised by a ban.”
Alex Kantrowitz Jan 5, 2025 ▶ 37:02 Bold Predictions For Tech and AI in 2025 — With Casey Newton
Jan 5, 2025
Assertion Contradicted
Kantrowitz: Temu and Shein took 50% of Gen Z Black Friday spend
“I think we had some Black Friday statistics that we cited on the show this year, which is that those two retailers, Timu and Sheehan, made up about 50% of Gen Z's Black Friday purchasing.”
Alex Kantrowitz Jan 5, 2025 ▶ 37:17 Bold Predictions For Tech and AI in 2025 — With Casey Newton
Apr 7, 2025 bullish
Prediction Held up
Petersen: Asian e-commerce giants will absorb duties if de minimis ends
“My suspicion from having analyzed a few of these and working with them is that the companies will keep, keep going and just have to pay the duties.”
Ryan Petersen Apr 7, 2025 ▶ 30:47 Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
Jul 11, 2025 bullish
Prediction Not checkable as stated
Petersen: Shein and Temu will survive end of de minimis exemption
“Well, they're very big global companies first off, so yes. And they're already finding ways, you know, they have to pay duties, but they're just back to being a level playing field, so I think they're, you're gonna see them, one, produce in other countries, an…”
Ryan Petersen Jul 11, 2025 ▶ 38:08 Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
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