Business Maverick: Shein’s throne challenged by rival with one of hottest US apps

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It took Shein a decade to catch up to Inditex SA’s Zara as the world’s top fast-fashion retailer. Now, a new online upstart wants to topple Shein, at least on one measure, within a year.

. In January alone, sales were almost $200-million, the data show. Temu launched in Canada, its second market, in February.

Shein already dominates the US fast-fashion market, far surpassing rivals Zara and H&M, according to YipitData. The Financial Times reported last month that Shein predicts global GMV will grow to $80.6-billion in 2025 up 174% from last year. Revenue could increase to $58.5-billion in 2025, up from $22.7-billion last year, according to the report, which cited a management presentation shown to investors.

While both firms are synonymous with cheap, easy-to-get products, Temu operates more like a marketplace than a self-run brand such as Shein. It doesn’t handle design and production, instead recruiting suppliers to offer a list of products, which Temu selects from and then allows a store to open on its platform. After sellers send products to Temu’s warehouses in China, the company takes care of delivery, marketing and promotion, and after-sales services.

 

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