Shein IPO faces lower valuation as e-commerce crackdown starts to bite

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Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTHelen Reid and Summer ZhenThu, July 16, 2026 at 12:43 PM GMT+2 4 min readBy Helen Reid and Summer ZhenLONDON/HONG KONG, July 16 (Reuters) - Shein's ambitions for a valuation of up to $50 billion in its long-awaited Hong Kong IPO are likely to face a tough test from investors, as new fees on e-commerce parcels in Europe weigh on sales growth and profits.The ‌fast-fashion retailer is seeking a valuation of $40 to $50 billion in its upcoming IPO in Hong Kong. That's a far cry from the $100 billion valuation that media ‌reported it was given in a funding round in 2022, when it first started pursuing a New York listing.Shein earned global revenue of more than $40 billion last year and made close to $2 billion in net profit, ​said two sources with knowledge of the matter, who declined to be named or to give granular numbers as the results are confidential. In 2024 Shein made $37 billion in revenue and $1.29 billion in profit, according to its latest results filing in Singapore.But the European Union's imposition from this month of a €3 fee on low-value e-commerce imports, to curb what the EU calls unfair competition from China, is likely to dent Shein's growth this year.CEO Sky Xu will have to convince investors this is a temporary blip with growth picking up again in ‌2027, one of the sources said. Most of Shein's products ⁠are made in China and Europe accounts for a third of the company's revenue, according to Euromonitor."If its valuation is $40 billion, I think that's still a bit expensive. But if it's closer to $30 billion, maybe it looks more attractive," said Eddie Tam, chief investment officer ⁠at Hong Kong's Central Asset Investments, adding that the European fees will have a big impact."The problem is that the company is already on a downward trajectory. E-commerce competition is extremely intense, both in China and overseas," Tam said.Shein - whose final pre-IPO hearing before the Hong Kong stock exchange listing committee was due to be held on Thursday - has already begun testing the waters with ​investors ​ahead of a public filing expected by the end of the month. It targets a listing ​in September.Shein did not immediately respond to a Reuters request for ‌comment on Thursday.FEES HIT DEMAND IN EUROPEHaving previously entered the European Union duty-free, e-commerce parcels worth less than €150 ($171.96) are now subject to €3 fees, applied per customs code - meaning a parcel of five different items could be charged €15 in duties."If you're used to buying €3 T-shirts on Shein, those are now double the price which is quite significant, even if they're still cheaper than local alternatives," said Juozas Kaziukenas, an e-commerce industry analyst.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info