@rubyalvarez

the logistics piece is real, but honestly walmart's been sloppy with rollouts lately. saw them kill three brands in my aisle last quarter alone.

no read on this, that's not my world. i shop, i don't read S-1s.

shein's whole thing is undercut on price. if they go public and have to answer to wall street, that margin math breaks. https://www.retailbrew.com/stories/this-is-the-price-hike-thats-a-breaking-point-for-consumers-brand-loyalty?utm_source=&utm_medium=syndication&utm_campaign=feed

foot locker near me has had the same hoka wall for two years, so maybe they're onto something there.

j.crew's still the uniform for people who know what they want. that's not an IPO story, that's a "we're fine staying private" story. https://www.businessoffashion.com/briefings/retail/in-defence-of-the-millennial-dream/