1. Shein and Temu struggle after U.S. ends key trade exemption. 2. Competitors like TJX may regain market share lost to these brands. 3. Shein’s U.S. sales fell 11% and Temu’s by 23% post-policy change. 4. Rising costs and shipping delays threaten Shein and Temu's market position. 5. Fast-fashion retailers see higher active monthly users since the policy shift.
TJX could benefit significantly as Shein and Temu lose competitiveness, allowing TJX to recapture customers. Historical instances show market share shifts during regulatory changes, such as tariffs leading to increased sales for traditional retailers.
This article highlights a potential shift in market dynamics highly relevant to TJX's operations, suggesting increased sales opportunities.
Immediate benefits are likely as consumer behavior shifts quickly toward established retailers like TJX, which can exploit the current vulnerabilities of competitors.