Temu and Shein are in a tricky spot — but it's mostly good news
1. Trump lowered tariffs on Chinese goods to 30%, improving cost conditions. 2. Temu's strategy shifts focus to US warehouses, avoiding high import charges. 3. High tariffs remain for small packages shipped from China directly. 4. Temu has a temporary workaround but still needs to restock warehouses. 5. Retailers observe sales growth due to reduced pressure from price hikes.