Companies like TEMU and Shein must review their distribution model in the United States after the revocation by Donald Trump of a provision in law which provided many of their customs tax products.
Until the beginning of 2025, companies which declared products of less than $ 800 to American customs were exempt from taxes when their property arrived in the United States.
In May, the Trump administration had already revoked this exemption in terms of products from China, and last week, the president expanded this decision to all countries in the world.
According to what CNN, Shein and Temu reported had already started to review their delivery model, notably favoring the sale of products in the United States which were already in the country and by reaching their merchandise in order to make them pass through other countries.
Despite everything, several American customers brought in price increases from the start of the summer.
These increases could increase in the coming weeks, according to the American media, since Shein and Temu will no longer be able to go through other countries, such as Vietnam, whose exports in the United States have been exposed since Friday to 20%customs duties, including products with less than $ 800.
The products of Shein and Temu are far from being the only ones to be affected by the end of this exemption.
According to the Trump administration decree, 1.36 billion packages entered the United States last year without being taxed due to this provision in law.
Part of the costs associated with these customs taxes could therefore be passed on to American consumers.
The New York Times reported on Saturday that the entry into force of Donald Trump’s “reciprocal” prices on August 7 gave confirmation to companies that he was serious in the implementation of his pricing policy.
This could push the companies which were reluctant to pass part of their invoice to consumers to finally resolve it since the increase in their operating costs is materialized over the long term.