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US President Donald Trump’s tariff pause gives Temu and Shein a temporary window for replenishment in the US and reassessment of supply chain management, experts and insiders say.
On Monday US and China agreed reduce tariffs on most Chinese imports to 30% in 90 days. The agreement included the so -called “de minimis” rules, which operates on May 14, which resulted in low -cost packages in the United States from China, are now being taxed at tariff tariff 54%, declining with 120% yes.
Previous tariff tariffs have led to rising prices for US consumers on Shane’s platforms. Meanwhile, the Temu generally stopped deliveries directly from China, which led to some disruptions to the US orders.
But a recent tariff incision made them increase supplies from China and replenish them with warehouses and fulfill existing orders, experts say the supply chain.
“In the short term (Temu and Shein), they are definitely going to increase the shipping volume to the US,” said Anand Kumar, Deputy Director for Coresive Research research, adding that it will also help companies reconsider their long-term strategy.
According to Jason Wong, who works in the field of logistics for Temu in Hong Kong, his company stopped deliveries from China after the end of the release of “De Minimis” and rested on US reserves to fulfill orders.
According to the latest tariff policy, Wong believes that the main supplies subject to 30% of the tariff will resume in the US, replenishing these stocks.
“() 30% are still high, but compared to 125%, 30% is nothing,” he added.
Small values, higher levies
The situation with tariffs, however, remains more complicated for small values packages in the “De Minimis” section.
A Last Policy Update Keeps a $ 100 fee per post item while rejecting previously scheduled hike up to $ 200, starting in June, according to Executive order released by a white home Monday.
According to Wong, Temu will restore his small values from China to the United States, tariffs should still be relaxed further – what he expects will eventually happen.
Shane did not say he stops direct supplies from China. However, its platform states that “tariffs are included in the price you pay.”
Thus, the reduction of tariffs for low -cost packages sent to the United States from China may weaken some prices, Kumar Coresite said.
In anticipation of the change in the liberation of “de minimum”, Shane also expanded its supply networks, building production operations in countries such as, for example, Turkey, Mexico and Brazil. It too justify Plans to translate production in Vietnam.
Shane and the topic did not immediately respond to CNBC’s request for comments.
On May 2, Trump graduated from the de -minimis release policy, which analysts criticized as harm to local businesses and masking forbidden fental trade.
The release of tariffs for small packaging helped the topic and Shane maintain the budget prices for the goods they sent directly from China.
The US government has briefly rejected the release in February before recovering the provisions in a few days when customs officials tried to process and collect tariffs for a number of low -cost packages.
American competitors such as Amazon, on the platform of which many other sellers unload products in the side or collected by Chinese manufacturers, will also be expected to increase deliveries during a 90-day window, trade experts said.
“All companies are just going to get involved in getting everything you can into the country as soon as possible,” said Cameron Johnson, the senior partner in Shanghai at the Tidalwave Solution consulting firm. “All in the same boat.”
