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題名 快時尚品牌商業模式之個案分析
A Case Study on the Business Model of Fast Fashion Brands
作者 賴竹青
Lai, Chu-Ching
貢獻者 邱奕嘉
賴竹青
Lai, Chu-Ching
關鍵詞 快時尚
SHEIN
柔性供應鏈
商業模式轉型
平台化
跨境電商
服飾電商
Fast fashion
SHEIN
Flexible supply chain
Business model transformation
Platformization
Data-driven
Cross-border e-commerce
日期 2025
上傳時間 1-Sep-2025 14:46:34 (UTC+8)
摘要 本研究以中國快時尚品牌SHEIN為個案,探討其如何透過創新商業模式、數據導向的柔性供應鏈以及平台化策略快速崛起於全球時尚市場。研究首先分析快時尚產業的全球發展趨勢,指出市場消費族群年輕化、上新速度加快、線上通路成長等變化,讓SHEIN在此結構性變遷中脫穎而出。 本研究運用個案研究法與商業模式九宮格(BMC)作為理論工具,將SHEIN的發展歷程劃分為三個階段:第一階段為2008–2011年的跨境零售起步期,主要透過SEO與海外現貨銷售累積初步客群;第二階段為2012–2018年的品牌建立與轉型期,建立自有設計團隊、開發行動應用程式,並導入小單快返的柔性供應鏈體系;第三階段自2019年起,SHEIN邁向全球平台化,透過Marketplace模式引入第三方品牌與賣家,並藉由SHEINX計畫孵化獨立設計師與創作者,建立設計生態系統並強化品牌原創價值。 SHEIN能成功超越傳統快時尚品牌如Zara、H&M,關鍵在於其數位與資訊整合程度遠高於傳統實體通路型服飾品牌,其與供應商之間建立高度協作的合作模式,使供應鏈具備自發備料與彈性反應能力。其平台思維從一開始的供應商、藝術家與設計師至第三方賣家,使其定位不再只是服飾品牌更增加競品難以快速模仿的屏障。 最後,本研究亦對台灣服飾電商產業提出實務建議,分析AIRSPACE、美而快集團等品牌如何運用類似SHEIN之策略,透過供應鏈調整、OMO整合與網紅共構之平台模式,提升市場應變力與商業競爭力。
This study examines the case of China's fast fashion brand SHEIN, exploring how it has rapidly risen to prominence in the global fashion market through an innovative business model, a data-driven flexible supply chain, and a platformization strategy. The research first analyzes global trends in the fast fashion industry, highlighting structural shifts such as a younger consumer base, faster product turnover, and the growth of online channels, all of which created a favorable environment for SHEIN’s emergence. Using the case study method and the Business Model Canvas (BMC) as the analytical framework, the study divides SHEIN’s development into three major phases. The first phase (2008–2011) marks its initial entry into cross-border retail, leveraging SEO strategies and ready-to-ship inventory to build an early international customer base. The second phase (2012–2019) reflects brand development and transformation, as SHEIN formed in-house design teams, launched a mobile application, and implemented a flexible "small-batch quick response" (LATR) supply chain. The third phase, beginning in 2020, saw the company transition into a global platform model, introducing third-party brands and sellers via its Marketplace, and launching the SHEIN X program to incubate independent designers and foster an ecosystem of original creativity. SHEIN’s ability to surpass traditional fast fashion brands like Zara and H&M lies in its superior level of digital infrastructure and information integration, which far exceeds that of conventional brick-and-mortar apparel brands. Its highly collaborative partnerships with suppliers enable a supply chain capable of proactive material preparation and agile responsiveness. Furthermore, by adopting a platform-oriented mindset—beginning with suppliers, artists, and designers, and later expanding to third-party sellers—SHEIN has repositioned itself beyond a mere fashion brand. This evolution has created a competitive moat that is difficult for rivals to replicate quickly. Lastly, this study provides practical recommendations for Taiwan's fashion e-commerce industry, examining how local brands such as AIR SPACE and MUI Fashion Group are adopting similar strategies—leveraging flexible supply chains, OMO (online-merge-offline) integration, and influencer-driven platform models to enhance market responsiveness and commercial competitiveness.
參考文獻 Anna Fleck (2025). Shein’s Meteoric Rise, and H&M. Statista. https://www.statista.com/chart/33884/e-commerce-net-sales-of-shein-zara-and-h-m/ Avalara. De minimis threshold value by country. https://www.avalara.com/us/en/learn/cross-border-resources/de-minimis-threshold-table.html Backlinko. (2025). Shein Revenue and Usage Stats. https://backlinko.com/shein-stats BARCLAYS (202). Shein Rebounds; Trends Diverging from Temu https://www.djyanbao.com/report/detail?id=4250514&from=search_list&aiStatus=undefined Bloomberg (2022), Fashion startup SHEIN said to raise funds at $100 billion value. https://www.bloomberg.com/news/articles/2022-04-03/fashion-startup-shein-said-to-raise-funds-at-100-billion-value Business Model Analyst (2025). UNIQLO marketing strategy. https://businessmodelanalyst.com/uniqlo-marketing-strategy/ Casey, Christopher A. (2025) Imports and the Section 321 (De Minimis) Exemption: Origins, Evolution, and Use . Congressional Research Service. https://www.congress.gov/crs-product/R48380 Curry, D. (2025). SHEIN revenue and usage statistics. Business of Apps. https://www.businessofapps.com/data/shein-statistics/ Custom Market Insights. Fast fashion market size, trends, and forecast report. https://www.custommarketinsights.com/report/fast-fashion-market/ ECDB. (2024). SHEIN business strategy, growth, and competition. https://ecdb.com/blog/shein-business-strategy-growth-competition/4708 EMMA LEE (2022). How Shein became China’s ‘TikTok for e-commerce’ Technode. https://technode.com/2022/05/31/how-shein-became-chinas-tiktok-for-e-commerce/ European Commission. (2021). eCommerce: IOSS Scheme –Advanced (IOSS Advanced) https://customstaxation.learning.europa.eu/pluginfile.php/17298/mod_resource/content/0/IOSS%20Advanced_Course%20Takeaways.pdf Eurostat. (2025). E-commerce statistics for individuals. https://ec.europa.eu/eurostat/statistics-explained/index.php?title=E-commerce_statistics_for_ individuals Fortune Business Insights (2025). Apparel market size, share & growth. https://www.fortunebusinessinsights.com/apparel-market-110718 Fulfilment.com. SHEIN shopping and shipping guide. https://fulfilment.com/blog/shein-shopping-and-shipping-guide H&M Group (2025). H&M Group annual and sustainability report 2024. https://hmgroup.com/wp-content/uploads/2025/03/HM-Group-Annual-and-sustainability-report-2024.pdf H&M Group (2025). H&M Hennes & Mauritz AB full-year report 2024. https://hmgroup.com/news/h-m-hennes-mauritz-ab-full-year-report-2024/ John A. Deighton (2023). Harvard Business School Working Knowledge. How SHEIN and Temu conquered fast fashion and forged a new business model. https://www.library.hbs.edu/working-knowledge/how-shein-and-temu-conquered-fast-fashion-and-forged-a-new-business-model Meritshot (2025). ZARA case study. https://www.meritshot.com/zara-case-study/ Metheus (2025). Best practice reviews: UNIQLO’s US market expansion and growth. https://www.metheus.co/insights/best-practice-reviews-uniqlos-us-market-expansion-and-growth Michelle Tang (2021). Shein, The Fastest Growing E-Commerce Company in the World measurable.ai. https://blog.measurable.ai/2021/12/07/the-rise-of-fast-fashion-company-shein/ Nicholas (2025). UNIQLO sales revenue and store statistics. Changestry. https://changestry.com/uniqlo-sales-revenue-and-store-statistics Priori Data. (2025) Shein Networth, Revenue & Usage Statistics 2025. https://prioridata.com/data/shein-revenue-statistics/ SimilarWeb. (2025). Audience interests analysis for SHEIN, Zara, H&M, and UNIQLO. https://pro.similarweb.com/#/digitalsuite/websiteanalysis/audienceinterests/*/999/1m?webSource=Total&orderBy=Overlap%20desc&key=shein.com%2Czara.com%2Chm.com%2Cuniqlo.com Sirko Siemssen (2024). Retail and consumer journal OliverWyman. https://www.djyanbao.com/report/detail?id=3775561&from=search_list&aiStatus=undefined Sofia Spanou. (2025). SHEIN marketing strategy. Contact Pigeon. https://blog.contactpigeon.com/shein-marketing-strategy/ Statista. (2025). Estimated annual revenue of SHEIN. https://www.statista.com/statistics/1360515/shein-estimated-annual-revenue/ Straits Research. (2025). Apparel market size and growth analysis. https://straitsresearch.com/report/apparel-market U.S. Census Bureau. (2025). Quarterly retail e-commerce sales, 4th quarter 2024. https://www.census.gov/retail/mrts/www/data/pdf/ec_current.pdf UniformMarket (2025). Global apparel industry statistics. https://www.uniformmarket.com/statistics/global-apparel-industry-statistics AMZ123(2025)。2024跨境電商行業年度報告。https://www.djyanbao.com/report/detail?id=4114902&from=search_list&aiStatus=undefined Fast retailing (2025)。迅銷有限公司2025財政年度上半年度(2024年9月-2025年2月)業績概要。https://www.fastretailing.com/tc/ir/financial/ 東方財富證券(2024)。商貿零售行業專題研究:以Shein為例,看小單快反模式下的柔性供應鏈機遇。https://www.djyanbao.com/report/detail?id=3929398&from=search_list&aiStatus=undefined 國海證卷(2023)。SHEIN:大音希聲。https://www.djyanbao.com/report/detail?id=3756177&from=search_list&aiStatus=undefined 騰訊網(2023)。七五報告 | Shein領進門,柔性供應鏈的魔力究竟在哪裡?。https://news.qq.com/rain/a/20230803A089FC00 物流指聞 (2022)。案例:五大維度詳解SHEIN的“柔性供應鏈”。https://www.headscm.com/Fingertip/detail/id/30094.html 浙商證券(2021)。跨境電商行業專題報告:SHEIN:時代級機遇,顛覆性巨頭。https://www.djyanbao.com/report/detail?id=2522712&from=search_list&aiStatus=undefined 浙商證券(2022)。折扣消費專題系列一:Temu能否複製拼多多的成功?-以Temu、Wish、SheIn、Shopee對比為例。https://www.djyanbao.com/report/detail?id=3323595&from=search_list&aiStatus=undefined 中信證券經紀 (2021)。SHEIN系列報告一:跨境電商服飾巨頭,乘風出海加速成長。https://www.djyanbao.com/report/detail?id=2532170&from=search_list&aiStatus=undefined
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
112932087
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0112932087
資料類型 thesis
dc.contributor.advisor 邱奕嘉zh_TW
dc.contributor.author (Authors) 賴竹青zh_TW
dc.contributor.author (Authors) Lai, Chu-Chingen_US
dc.creator (作者) 賴竹青zh_TW
dc.creator (作者) Lai, Chu-Chingen_US
dc.date (日期) 2025en_US
dc.date.accessioned 1-Sep-2025 14:46:34 (UTC+8)-
dc.date.available 1-Sep-2025 14:46:34 (UTC+8)-
dc.date.issued (上傳時間) 1-Sep-2025 14:46:34 (UTC+8)-
dc.identifier (Other Identifiers) G0112932087en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/159025-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 112932087zh_TW
dc.description.abstract (摘要) 本研究以中國快時尚品牌SHEIN為個案,探討其如何透過創新商業模式、數據導向的柔性供應鏈以及平台化策略快速崛起於全球時尚市場。研究首先分析快時尚產業的全球發展趨勢,指出市場消費族群年輕化、上新速度加快、線上通路成長等變化,讓SHEIN在此結構性變遷中脫穎而出。 本研究運用個案研究法與商業模式九宮格(BMC)作為理論工具,將SHEIN的發展歷程劃分為三個階段:第一階段為2008–2011年的跨境零售起步期,主要透過SEO與海外現貨銷售累積初步客群;第二階段為2012–2018年的品牌建立與轉型期,建立自有設計團隊、開發行動應用程式,並導入小單快返的柔性供應鏈體系;第三階段自2019年起,SHEIN邁向全球平台化,透過Marketplace模式引入第三方品牌與賣家,並藉由SHEINX計畫孵化獨立設計師與創作者,建立設計生態系統並強化品牌原創價值。 SHEIN能成功超越傳統快時尚品牌如Zara、H&M,關鍵在於其數位與資訊整合程度遠高於傳統實體通路型服飾品牌,其與供應商之間建立高度協作的合作模式,使供應鏈具備自發備料與彈性反應能力。其平台思維從一開始的供應商、藝術家與設計師至第三方賣家,使其定位不再只是服飾品牌更增加競品難以快速模仿的屏障。 最後,本研究亦對台灣服飾電商產業提出實務建議,分析AIRSPACE、美而快集團等品牌如何運用類似SHEIN之策略,透過供應鏈調整、OMO整合與網紅共構之平台模式,提升市場應變力與商業競爭力。zh_TW
dc.description.abstract (摘要) This study examines the case of China's fast fashion brand SHEIN, exploring how it has rapidly risen to prominence in the global fashion market through an innovative business model, a data-driven flexible supply chain, and a platformization strategy. The research first analyzes global trends in the fast fashion industry, highlighting structural shifts such as a younger consumer base, faster product turnover, and the growth of online channels, all of which created a favorable environment for SHEIN’s emergence. Using the case study method and the Business Model Canvas (BMC) as the analytical framework, the study divides SHEIN’s development into three major phases. The first phase (2008–2011) marks its initial entry into cross-border retail, leveraging SEO strategies and ready-to-ship inventory to build an early international customer base. The second phase (2012–2019) reflects brand development and transformation, as SHEIN formed in-house design teams, launched a mobile application, and implemented a flexible "small-batch quick response" (LATR) supply chain. The third phase, beginning in 2020, saw the company transition into a global platform model, introducing third-party brands and sellers via its Marketplace, and launching the SHEIN X program to incubate independent designers and foster an ecosystem of original creativity. SHEIN’s ability to surpass traditional fast fashion brands like Zara and H&M lies in its superior level of digital infrastructure and information integration, which far exceeds that of conventional brick-and-mortar apparel brands. Its highly collaborative partnerships with suppliers enable a supply chain capable of proactive material preparation and agile responsiveness. Furthermore, by adopting a platform-oriented mindset—beginning with suppliers, artists, and designers, and later expanding to third-party sellers—SHEIN has repositioned itself beyond a mere fashion brand. This evolution has created a competitive moat that is difficult for rivals to replicate quickly. Lastly, this study provides practical recommendations for Taiwan's fashion e-commerce industry, examining how local brands such as AIR SPACE and MUI Fashion Group are adopting similar strategies—leveraging flexible supply chains, OMO (online-merge-offline) integration, and influencer-driven platform models to enhance market responsiveness and commercial competitiveness.en_US
dc.description.tableofcontents 摘要 i Abstract ii 目次 iii 表次 iv 圖次 v 第一章 緒論 1 第一節 研究背景與動機 1 第二節 研究目的與問題 3 第二章 產業現況與個案介紹 4 第一節 快時尚產業全球市場現況與發展趨勢 4 第二節 主要快時尚品牌:全球擴張策略與現況 8 第三節 個案公司介紹與發展歷程 14 第三章 SHEIN商業模式分析 19 第一節SHEIN三發展階段之商業模式九宮格分析 19 第二節 SHEIN目標客戶變化 22 第三節SHEIN營運模式的變化 25 第四節 SHEIN供應鏈演變 30 第五節 行銷策略變化 37 第四章 結論與建議 45 第一節 研究結論 45 第二節 對實務界的建議 47 參考文獻 55zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0112932087en_US
dc.subject (關鍵詞) 快時尚zh_TW
dc.subject (關鍵詞) SHEINzh_TW
dc.subject (關鍵詞) 柔性供應鏈zh_TW
dc.subject (關鍵詞) 商業模式轉型zh_TW
dc.subject (關鍵詞) 平台化zh_TW
dc.subject (關鍵詞) 跨境電商zh_TW
dc.subject (關鍵詞) 服飾電商zh_TW
dc.subject (關鍵詞) Fast fashionen_US
dc.subject (關鍵詞) SHEINen_US
dc.subject (關鍵詞) Flexible supply chainen_US
dc.subject (關鍵詞) Business model transformationen_US
dc.subject (關鍵詞) Platformizationen_US
dc.subject (關鍵詞) Data-drivenen_US
dc.subject (關鍵詞) Cross-border e-commerceen_US
dc.title (題名) 快時尚品牌商業模式之個案分析zh_TW
dc.title (題名) A Case Study on the Business Model of Fast Fashion Brandsen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) Anna Fleck (2025). Shein’s Meteoric Rise, and H&M. Statista. https://www.statista.com/chart/33884/e-commerce-net-sales-of-shein-zara-and-h-m/ Avalara. De minimis threshold value by country. https://www.avalara.com/us/en/learn/cross-border-resources/de-minimis-threshold-table.html Backlinko. (2025). Shein Revenue and Usage Stats. https://backlinko.com/shein-stats BARCLAYS (202). Shein Rebounds; Trends Diverging from Temu https://www.djyanbao.com/report/detail?id=4250514&from=search_list&aiStatus=undefined Bloomberg (2022), Fashion startup SHEIN said to raise funds at $100 billion value. https://www.bloomberg.com/news/articles/2022-04-03/fashion-startup-shein-said-to-raise-funds-at-100-billion-value Business Model Analyst (2025). UNIQLO marketing strategy. https://businessmodelanalyst.com/uniqlo-marketing-strategy/ Casey, Christopher A. (2025) Imports and the Section 321 (De Minimis) Exemption: Origins, Evolution, and Use . Congressional Research Service. https://www.congress.gov/crs-product/R48380 Curry, D. (2025). SHEIN revenue and usage statistics. Business of Apps. https://www.businessofapps.com/data/shein-statistics/ Custom Market Insights. Fast fashion market size, trends, and forecast report. https://www.custommarketinsights.com/report/fast-fashion-market/ ECDB. (2024). SHEIN business strategy, growth, and competition. https://ecdb.com/blog/shein-business-strategy-growth-competition/4708 EMMA LEE (2022). How Shein became China’s ‘TikTok for e-commerce’ Technode. https://technode.com/2022/05/31/how-shein-became-chinas-tiktok-for-e-commerce/ European Commission. (2021). eCommerce: IOSS Scheme –Advanced (IOSS Advanced) https://customstaxation.learning.europa.eu/pluginfile.php/17298/mod_resource/content/0/IOSS%20Advanced_Course%20Takeaways.pdf Eurostat. (2025). E-commerce statistics for individuals. https://ec.europa.eu/eurostat/statistics-explained/index.php?title=E-commerce_statistics_for_ individuals Fortune Business Insights (2025). Apparel market size, share & growth. https://www.fortunebusinessinsights.com/apparel-market-110718 Fulfilment.com. SHEIN shopping and shipping guide. https://fulfilment.com/blog/shein-shopping-and-shipping-guide H&M Group (2025). H&M Group annual and sustainability report 2024. https://hmgroup.com/wp-content/uploads/2025/03/HM-Group-Annual-and-sustainability-report-2024.pdf H&M Group (2025). H&M Hennes & Mauritz AB full-year report 2024. https://hmgroup.com/news/h-m-hennes-mauritz-ab-full-year-report-2024/ John A. Deighton (2023). Harvard Business School Working Knowledge. How SHEIN and Temu conquered fast fashion and forged a new business model. https://www.library.hbs.edu/working-knowledge/how-shein-and-temu-conquered-fast-fashion-and-forged-a-new-business-model Meritshot (2025). ZARA case study. https://www.meritshot.com/zara-case-study/ Metheus (2025). Best practice reviews: UNIQLO’s US market expansion and growth. https://www.metheus.co/insights/best-practice-reviews-uniqlos-us-market-expansion-and-growth Michelle Tang (2021). Shein, The Fastest Growing E-Commerce Company in the World measurable.ai. https://blog.measurable.ai/2021/12/07/the-rise-of-fast-fashion-company-shein/ Nicholas (2025). UNIQLO sales revenue and store statistics. Changestry. https://changestry.com/uniqlo-sales-revenue-and-store-statistics Priori Data. (2025) Shein Networth, Revenue & Usage Statistics 2025. https://prioridata.com/data/shein-revenue-statistics/ SimilarWeb. (2025). Audience interests analysis for SHEIN, Zara, H&M, and UNIQLO. https://pro.similarweb.com/#/digitalsuite/websiteanalysis/audienceinterests/*/999/1m?webSource=Total&orderBy=Overlap%20desc&key=shein.com%2Czara.com%2Chm.com%2Cuniqlo.com Sirko Siemssen (2024). Retail and consumer journal OliverWyman. https://www.djyanbao.com/report/detail?id=3775561&from=search_list&aiStatus=undefined Sofia Spanou. (2025). SHEIN marketing strategy. Contact Pigeon. https://blog.contactpigeon.com/shein-marketing-strategy/ Statista. (2025). Estimated annual revenue of SHEIN. https://www.statista.com/statistics/1360515/shein-estimated-annual-revenue/ Straits Research. (2025). Apparel market size and growth analysis. https://straitsresearch.com/report/apparel-market U.S. Census Bureau. (2025). Quarterly retail e-commerce sales, 4th quarter 2024. https://www.census.gov/retail/mrts/www/data/pdf/ec_current.pdf UniformMarket (2025). 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