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PDD
New York Post
125 days

Shein, Temu to raise prices as expenses rise while under pressure from Trump's trade policies

1. Temu and Shein to raise prices starting April 25. 2. Rising costs due to Trump's crackdown on low-value imports. 3. Executive order closes loopholes on packages under $800. 4. Price adjustments aim to maintain product quality amid increased expenses. 5. Impact on competitors like PDD possible due to changing pricing landscape.

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FAQ

Why Bearish?

Increased pricing pressures for low-cost competitors could lead to reduced market share for PDD, seen historically when tariffs affect pricing strategies of major players.

How important is it?

Changing price dynamics in competitors like Shein and Temu could alter consumer behavior, impacting PDD significantly in the near term.

Why Short Term?

Immediate effects observed as price changes take place by April 25, with longer-term trends dependent on consumer response and market adjustments.

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