Delhivery CEO's May 2023 remarks resurface: Shein's India re-entry could lift ecommerce demand
Resurfacing comments from May 2023, Delhivery's CEO said a potential return by Shein would be positive for India's ecommerce sector, creating higher demand and logistics opportunities for online retail operators.
Delhivery’s CEO said Shein’s potential re-entry would benefit India’s ecommerce market, signalling increased demand and logistics opportunities for Indian online retail operators.
Why this matters
The resurfaced May 2023 view aligns with recent signals repeating Delhivery’s assessment that Shein’s India re-entry is a positive ecommerce signal and an ecommerce tailwind.
Retail-brand signals are accelerating, up +94625% QoQ.