Shane, the subject see we require to immerse himself in the closing of the probation de minimis

The use of low -cost Temu and Shein e -commerce giants slowed down on the key market of US President Donald Trump’s tariffs on Chinese import and closing De minimis cracks, new data shows.

Daily active Temu (DAUS) users decreased by 52% in May against March before the tariffs for Trump were announced, and those who in the Shane rival decreased by 25%, according to the CNBC sensor’s market intelligence company.

Daus is an indicator of the number of people who visit or interact with the platform every 24 hours. Monthly active users (MAUS), the user interaction rate over the 30-day period, also decreased in Temu (30%) and Shane (12%) in May against March.

The decline was also reflected in Apple Apple Apply Apple ratings. In May 2025, the Temu averaged 132, compared to the average 3 best rating, while Shane averages 60 last month compared to the top 10 ratings a year before, the data showed.

Neither the topic nor Shane immediately answered the CNBC request for a comment.

The user has abandoned how Temu and Shein have been distracted again in the US in recent months since Trump’s administration tariffs.

Trump in April announced wide tariffs for Chinese imports, including End of Liberation from “de Minis” tariffs On May 2, which allowed companies to send commodity goods worth less than $ 800.

In May, TEMU advertising costs decreased by 95% compared to last year, and Shane decreased by 70%.

“The reduction of advertising costs in the US and Shein was also noticeable in April, as the costs decreased by 40% and 65%,” – said Seema Shah, Vice President on Tower Research and Imaginations, E -mail Comments to CNBC.

Both Temu and Shein also changed their logistics models after the tariffs, canceling the delivery model that allowed them to send items directly from Chinese suppliers to US consumers, and instead, especially in the case of Temu, created a network of warehouses.

Rui MA, founder and analyst Tech Buzz China, said such steps also influenced the company’s expenses strategy and customer acquisition models.

“All these additional costs and normative obstacles clearly harm the prospects for Chinese platforms,” ​​she wrote in the comments by email.

Tech Buzz China Research has shown that the tariff by 50% will be the moment at which Temu will lose most of its benefits and will be difficult to work. The tariff on the former import de minimis is currently 54% omitted With 120% amid a 90-day tariff truce between the US and China.

Last week’s parent company Temu PDD Holdings reported the first quarter income Below is the estimates and indicate tariffs as significant pressure on sellers.

The popularity of Temu, however, has risen outside the US, and not US -growing users increased by 90% of 405 million MAIS platforms in the second quarter, HSBC reports.

Writing in the note last week, HSBC analysts said it was “supported by growth in Europe, Latin America and South America.” They added that the fastest growth occurred in “less wealthy markets”.

“Many (Chinese platforms) are currently actively redirecting their efforts to other markets such as Europe,” MA said.