
中国快时尚巨头希音已同意支付1亿美元,以了结美国联邦贸易委员会(FTC)针对其发货延迟及其他客户投诉展开的调查,一位直接知情人士周五告诉路透社。
Chinese fast-fashion giant Shein has agreed to pay $100 million to settle an investigation by the US Federal Trade Commission over delivery delays and other customer complaints, a source with direct knowledge told Reuters on Friday.
这笔和解金相当于希音第二季度利润的44%,是这家在线快时尚零售商面临的最新打击。由于欧洲和美国的监管及税收打压,其增长已被迫踩下刹车。
The settlement, equivalent to 44% of Shein‘s second-quarter profit, is the latest to hit the online fast-fashion retailer facing a regulatory and tax crackdown in Europe and the US that has slammed the brakes on its growth.
希音发源于中国,总部设在新加坡。该公司在给路透社的声明中表示,已与联邦贸易委员会“达成建设性结果”,并将很快分享更多信息。联邦贸易委员会发言人拒绝置评。
Shein, founded in China though headquartered in Singapore, said in a statement to Reuters that it had “reached a constructive outcome with the FTC”, and that additional information would be shared soon. An FTC spokesperson declined to comment.
该公司在7月为香港首次公开募股(IPO)提交的文件中曾警告,美国的调查可能导致巨额罚款。
The company had warned in July filings for its Hong Kong IPO that the US probe could lead to significant fines.
根据路透社查阅的联邦贸易委员会记录,2020年1月至2026年6月期间,消费者针对希音提出了超过1.2万起投诉,涉及购买金额超过1100万美元。
Consumers filed more than 12,000 complaints about Shein over more than $11 million in purchases between January 2020 and June 2026, according to FTC records reviewed by Reuters.
其中至少部分与物流有关。客户向联邦贸易委员会和商业改进局(Better Business Bureau)反映,他们从未收到希音标记为“已送达”的包裹,且希音客服未能解决该问题。
At least some of those relate to shipping, with customers reporting to the FTC and Better Business Bureau that they never received packages that Shein had marked as delivered, and that Shein customer service did not resolve the issue.
路透社无法独立核实投诉的具体内容,也无法确认这些投诉最终是否得到解决。
Reuters was not able to independently verify the substance of the complaints, or whether they were ultimately resolved.
除了销售自有品牌服装,希音网站还作为一个市场平台运营,第三方卖家在上面提供从玩具到家用电器和装饰品的各类商品。
As well as selling its own-brand clothing, Shein‘s website also operates as a marketplace where third-party sellers offer everything from toys to household appliances and decor.
更多痛苦在后头 希音股价已较9月1日上市价下跌22%,投资者意识到欧盟对低价值电商包裹征收的3欧元费用已重创其在当地的业务。
More pain ahead Shein shares have already dropped 22% from their September 1 listing price as investors realised the extent to which the European Union’s €3 fees on low-value e-commerce packages have bruised its business there.
而且希音面临的痛苦还在后头,欧盟将从11月1日起加征2欧元手续费,使得每个单独海关编码的总费用达到5欧元。
And there’s further pain ahead for Shein, with the EU imposing an additional €2 handling fee from November 1, making the total fee €5 per separate customs code.
“这些关税的实施方式对Shein来说格外惩罚性,”Smarter Ecommerce电商洞察主管Mike Ryan表示,他一直在追踪Shein如何削减在欧洲的Google Ads广告投放支出。
“The way these tariffs are implemented is extra punishing for Shein,” said Mike Ryan, head of e-commerce insights at Smarter Ecommerce, who has tracked how Shein has dialled down its spending on Google Ads visibility in Europe.
Shein以售价5美元的连衣裙和10美元的牛仔裤闻名,但随着美国随后欧洲关闭关税漏洞,被迫提高价格。
Shein was known for selling $5 dresses and $10 jeans, but has been forced to raise its prices as the US and then Europe closed customs duty loopholes.
首席执行官Sky Xu上个月表示,Shein将开发更多高价位品牌,试图提升盈利能力。
CEO Sky Xu said last month that Shein would develop more higher-priced brands in an attempt to boost profitability.
Shein目前仍因其平台上存在违法产品而接受欧盟委员会调查。去年,因不当使用Cookie,Shein被法国数据保护机构罚款1.5亿欧元(约1.68亿美元)。
Shein is also still under investigation by the European Commission over illegal products on its marketplace. It was fined €150 million ($168 million) by France’s data protection authority over the improper use of cookies last year.
这并非美国联邦贸易委员会(FTC)首次因交付问题对在线零售商采取行动。
It’s not the first time the US FTC has taken action against online retailers over deliveries.
美国公司Fashion Nova因未能兑现向客户的发货承诺,而是发放礼品卡代替退款,于2020年被罚款930万美元。
US firm Fashion Nova was fined $9.3 million in 2020 for failing to meet shipping promises to customers and giving them gift cards instead of refunds.
Crocs Inc旗下品牌Hey Dude因未能通知客户发货延迟并压制,于2023年被罚款195万美元。
Crocs Inc-owned Hey Dude was also fined $1.95 million in 2023 for failing to notify customers of shipping delays and suppressing negative reviews.