Shein Post-IPO Unit Economics & Valuation Stress Lab Institutional Workbench

Source air freight share seventy percent multiplies assigned six point eight dollars per parcel, contributing four point seven six. Remaining thirty percent multiplies two point three, contributing point six nine; sum is five point four five. Bars compare contributions at one hundred pixels per dollar per parcel. These costs are assumptions, not verified supplier rates. Source entered revenue thirty-two point five billion times assigned US share point three eight times eighteen-percent tariff produces two point two two three billion modeled cost. Hypothetical nine-percent tariff halves it. Bars share two hundred twenty pixels per billion. This is a source scenario assumption, not a statement about current customs law or company exposure. Source baseline marketing twelve percent of thirty-two point five billion equals three point nine billion. Entered twenty-four-percent acquisition inflation multiplies one point two four, giving four point eight three six. Bars compare base and stressed costs at one hundred ten pixels per billion. Stored IPO/valuation claims are not verified investment information. Complete original raw scenario/reset/native resize/first-footer proof preserves the model.