Trump’s de minimis cancellation is bad news for Temu, but worse for Shein

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Shanghai: The Trump administration has taken steps to prevent low -cost imports entering US tariff -free, which will cause a severe damage to fashion retailer Shane, the online dollar store tamo, thanks to the team. To change the range of broader products and its shipping strategy. The move is.

In recent years, both sites have increased sharply in the United States, which helped the so -called de Munimus rule, a move that has exempted delivery of less than $ 800 from imported duties. A June 2023 report estimates that Chinese retailers have participated in more than 30 % of all packages sent to us every day under the rule.

Analysts and sellers told Reuters that during the Biden administration, the rule began to examine this principle to force both firms to start preparations for less relying on it, but Timo in its model. Rapid changes made, analysts and sellers told Reuters. Temu PDD is owned by holdings, while Shen’s purpose is to list in London in the first half of the year.

Tech analyst Rui Ma said Timo as part of its foundation, “increasingly enhanced its semi -organized model”, an Amazon -like strategy that directly to users instead of direct users overseas overseas Warehouse is sent to bulk.

According to the E -commerce market research firm Market Plus Plus estimates, within the months of the first bid to keep inventory in US warehouses in US warehouses last March, about 20 % of TEMU’s US sales from China Directly sent from local sellers instead of China.

Two tamo sellers based in China told Reuters that by the end of last year, they had previously sent half the products sold to the United States to warehouses.

Temu has also been increasing the proportion of seeds through the sea. CEVA Logistics Greater China Operations Director, Basil Richard said that increasing the fitness of more equipment in the Timo Ocean-and large sizes, more valuables, such as furniture-last year’s “other half part”. In the record, reducing imports under De Minemis Thrushold. On the contrary, Shen relies heavily on air freight so that the pump pumps can send thousands of styles of high -speed fashion items every week directly, though it has opened centers in the states, including Illinois. And the center of supply chain in California, as well as Seattle.

“I think Shen must separate from the rest of the e -commerce players because their business is based on a new style supply pace and they have to keep a lot of reaction to trends, so speed of their business Part. ” Said

Most of Shen’s products are still made in China, but it has begun to include suppliers in Brazil and Turkey, as well as its supply chain diversifying, for example, the move that new revenues And can be accelerated in the context of the rules.

Timo and Shen did not respond to the commentary requests. Trump’s Executive Order this week confused the Express Shipping Industry on Wednesday with the US Postal Service that changed the decision not to accept the parcel from China and Hong Kong, which was announced only 12 hours ago –

Namura analysts estimates that the volume of D -Manims shipment in the United States can fall up to 60 %, as US buyers order from Shen, Timo and Amazon Hole faces higher prices.

According to CBP Data Dot MA, about 1. 1.36 billion delivery into the United States using the supply of D -minimas in 2024, which is 36 % higher than 2023. China’s e -commerce firms and their supply chain.

“I think it will have a real impact, especially in the short term, but it is not disastrous,” Ma said Ma said. “China has the latest competitive e -commerce operators and the latest supply series. Total restrictions or lack of something like this, I think they will be able to detect it.