 But there are reasons for Amazon to ship direct from China, says Kinshuk Jarath of Columbia. Axing U.S. warehouses could mean less stuff goes unsold. The production could happen after the order is placed, right? So then there's less mismatched inventory. Meanwhile, Shein is opening U.S. warehouses aiming for rapid delivery. Sound familiar? I'm Daniel Ackerman for Marketplace. And I'm David Brancaccio. You're listening to the Marketplace Morning Report.