The International Briefing: SHEIN, JD.com, India, Shipping & Fabletics

The International Briefing examines five developments shaping retail around the world—and what they mean for industry leaders.

Jill Dvorak, Senior Vice President, Content at NRF, joins Alex Rezvan for this edition.

Europe’s €3 parcel charge

A new charge on low-value parcels entering the EU could change the economics of cross-border retail, particularly for lower-value orders.

The discussion looks at the implications for businesses such as SHEIN and Temu, smaller international sellers and the possibility of more inventory being held inside Europe.

JD.com

Following JD.com’s second-quarter results, Alex and Jill discuss why large marketplaces should not necessarily be judged only by merchandise sales.

As JD develops more capabilities around its wider ecosystem, the economics of B2B services become increasingly important.

India and quick commerce

Retail demand is growing strongly, but traditional retailers are simultaneously being disrupted by rapid-delivery platforms.

The conversation examines grocery, premium retailers, shopping missions and whether ten-minute delivery is genuinely something consumers need.

Global shipping

Jill discusses NRF’s Global Port Tracker, changing shipping routes, higher costs and the potential implications for retail supply chains and Q4 inventory.

Fabletics

Fabletics has reached more than $1 billion in net revenue and is continuing its move into physical retail.

Its international expansion includes markets such as Colombia, Peru, India and Central America, highlighting how digital-first brands continue to find value in stores.

The International Briefing is a global look at the developments retail leaders need to understand—not simply the headlines.

Featuring

Jill Dvorak — Senior Vice President, Content, NRF Alex Rezvan — The Retail Podcast