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they

3 statements across 2 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Aug 4, 2023 by Dave Morin · across every show →

Everything said about they, oldest first

Aug 4, 2023 neutral
Assertion Supported
Dave Morin: Shein launched a marketplace on May 4th
“They did launch a marketplace on May fourth of this year, so they're actually trying to compete more broadly.”
Dave Morin Aug 4, 2023 ▶ 36:35 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Aug 4, 2023 neutral
Opinion
Lessin: Shein is first in line to IPO in the US
“They're also one of the first in line to IPO when the, in the U.S., when the market, well, I think in the U.S., I'm not a hundred percent sure about that.”
Jessica Lessin Aug 4, 2023 ▶ 36:44 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Oct 18, 2024 neutral
Assertion Contradicted
Sam Lessin: Chinese retailers route goods through Mexico using trade agreements
“Well, no, the strategy they now do is they're just moving it all to Mexico, right? And then using NAFTA to get it in.”
Sam Lessin Oct 18, 2024 ▶ 3:11 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
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