Quipus Capital

Quipus Capital

Value hunting in apparel retailing.

Finding value in the debris after Amazon, Shein, and the macro.

Mar 02, 2024
∙ Paid

Is there life after Amazon?

This article explores what can happen to retailers, specifically in apparel, in the long-term competition against Amazon, Alibaba, or Shein.

Can they survive? Can they thriv…

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