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Published Mar 4, 2024

Prof G Markets: What Killed the Apple Car? Shein Eyes a London IPO, and The Granolas

Scott Galloway explores Shein's strategic move for a London IPO amidst regulatory challenges, Apple's shift from car development to AI focus, and the marketing tactics elevating European stocks like 'The Granolas' in comparison to their American counterparts.
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  • Regulatory Hurdles

    Shein's decision to explore an IPO in London rather than the U.S. is influenced by geopolitical and regulatory challenges. highlights that the fast fashion company is avoiding potential SEC scrutiny due to criticisms over sustainability and labor practices 1. Despite these challenges, Scott is eager to invest in Shein, noting its impressive growth and profitability. He states, "Everything they produce has either been ordered, or they have near 99.9 certainty it's going to be ordered right away" 2.

       

    Market Influence

    Shein's potential IPO in London could significantly impact global markets. Scott discusses how the company's asset-light business model and rapid growth position it as a major player in the apparel industry 3. He argues that listing on a Western exchange would increase visibility and pressure for fair labor practices. "Them becoming a public company will, on a western exchange, will create more visibility," Scott explains 4.

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