Chinese online fashion retailer Shein has launched an e-commerce logistics centre in Wroclaw, Poland, expanding its fulfilment network in Europe. The facility will function as the company’s main logistics centre for the region, supporting deliveries to more than 100 million customers across the continent. With its launch, the total number of jobs supported by Shein in the Lower Silesia region has reached at least 5,000. Shein first set up European logistics activities in Poland in 2022 and has since ge ...

Group 1: Optimist Fund Performance - Optimist Fund achieved a return of +9.1% in Q3 2025, outperforming the benchmark return of 7.9% [1] - The fund is focusing on cyclical holdings that have been in multi-year downswings while also paying attention to developments in AI [1] Group 2: Revolve Group, Inc. Overview - Revolve Group, Inc. (NYSE:RVLV) is an online fashion retailer targeting millennial and Generation Z consumers [2] - The stock had a one-month return of 2.32% but experienced an 8.29% decline over the last 52 weeks, closing at $22.89 per share with a market capitalization of $1.632 billion on October 30, 2025 [2] Group 3: Optimist Fund's Position on Revolve Group - Optimist Fund exited its position in Revolve Group, citing tempered confidence in the company's ability to achieve 20% revenue growth [3] - The fund lowered its base-case estimates for Revolve, reducing the expected five-year annualized investment return to approximately 15%, which is below the 20% internal rate of return hurdle rate [3] Group 4: Market Sentiment and Sales Performance - Revolve Group generated net sales of $309 million in Q2 2025, reflecting a year-over-year increase of 9% [4] - Despite recognizing the potential of Revolve Group, the sentiment is that certain AI stocks present greater upside potential and lower downside risk [4]