As previewed in my last post, I was preparing to write about Temu. Then, on Jan 31, WSJ broke a significant piece of news on SheIn — a competitor of Temu that I was going to discuss — so it was only fair to shift our focus a little bit.

Since there is too much to cover on this topic, I’m going to write about SheIn in 2 pieces — this post is Part 1 of th…