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PDD
CNBC
98 days

Shein and Temu find temporary reprieve as U.S. relaxes tariffs

1. U.S. and China agreed to lower tariffs to 30% for 90 days. 2. Temu and Shein can increase shipments and restock U.S. warehouses. 3. Lower tariffs could result in decreased prices for consumers. 4. Shein expands supply chains to Turkey, Mexico, and Brazil. 5. Amazon and other rivals also expected to ramp up shipments.

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FAQ

Why Bullish?

The tariff reduction presents opportunities for increased PDD sales, similar to previous tariff relaxations that benefited e-commerce platforms.

How important is it?

Tariff changes directly impact cost structures, influencing competitive positioning of PDD's products.

Why Short Term?

Immediate effects seen in increasing shipment volumes and restocking ahead of the 90-day window.

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