Shein Warns of Mexico Permit Chaos, Adidas Fills In Its Record Quarter, and VF Says Vans Is Growing Direct Again
Thursday, October 29, 2026 · 9 min
Shein warns that stalled renewals of Mexico's T1 courier permits put its business there at risk, while Adidas's full third-quarter results show apparel up 19 percent and lifestyle footwear still stuck. VF Corp beats its own guidance as Vans' direct business grows for the first time in almost five years.
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Show notes
Shein warns that stalled renewals of Mexico's T1 courier permits put its business there at risk, while Adidas's full third-quarter results show apparel up 19 percent and lifestyle footwear still stuck. VF Corp beats its own guidance as Vans' direct business grows for the first time in almost five years.
In this episode
- Shein Warns of Online Shopping Chaos Over Permit Delay in Mexico | BoF — The Business of Fashion
“Shein’s communications director, Patrick Lassauzet, said “a reduction in authorised operating capacity under the T1 framework can quickly turn into a real problem for consumers.””
- Adidas revenue surges, powered by apparel and performance sports — Bloomberg
“Apparel revenue grew by 19% on a constant-currency basis while sports gear increased 14% in the third quarter, led by running, training and football products, the company said Thursday, elaborating on preliminary results published last week. That compensated for the lack of…”
- VF Corporation Exceeds Guidance in Second Quarter Fiscal 2027 :: VF Corporation (VFC) — Vfc
“global DTC is growing again for the first time in almost five years, and strong orders from Wholesale partners continue to give us confidence of a second half improvement.”