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PDD
New York Post
116 days

Shein, Temu hike prices to offset 120% Trump tariff slated to take effect next week

1. Trump's tariffs lead to 120% increases on Shein and Temu products. 2. De minimis rule changes will affect low-value imports starting May 2. 3. Price hikes could heavily impact low-income American consumers using these sites. 4. Shein and Temu adjust prices to offset new operational costs from tariffs. 5. Significantly more packages targeted at lower-income zip codes under new rules.

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FAQ

Why Bearish?

Increased costs for Shein and Temu could lead to reduced sales volumes. Historical instances indicate similar tariff-related price hikes negatively affected other retailers.

How important is it?

The article highlights tariff impacts on consumer spending, relevant for PDD given the competitive landscape.

Why Short Term?

Price adjustments will be felt immediately as tariffs take effect, affecting consumer purchasing behavior.

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