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New York Post
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Shein, Temu boost ad spending in Europe as Trump tariffs squash largest market

1. Shein and Temu are increasing ad spending in Europe ahead of U.S. tariffs. 2. Average U.S. ad spending for Shein and Temu dropped significantly in early April. 3. Trump's tariff changes raise prices, decreasing competitiveness for Shein and Temu. 4. Shein and Temu's ad push in Europe led to increased app downloads. 5. Experts predict challenges in gaining U.S. customers for Shein and Temu.

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FAQ

Why Bearish?

Increased costs due to tariffs reduce pricing competitiveness, impacting future sales.

How important is it?

Tariffs directly threaten market position, likely affecting stock prices and investor sentiment.

Why Short Term?

Immediate impact expected due to tariff enforcement and subsequent shifts in consumer behavior.

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