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Tripling US tasks of small packages gives further blows to Shein and Temu

Editor TeamBy Editor TeamApril 9, 2025 Business No Comments3 Mins Read
Tripling US tasks of small packages gives further blows to Shein and Temu
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Roula Khalaf, the FT editor, chooses her favorite stories in this weekly newsletter.

The US has tripled the tasks planned in low-value packages coming from China, in a big blow to rapid growth e-commerce platforms Shein and Temu.

The White House announced late Tuesday that it will increase tasks to 90 percent of the parcel value or a $ 75 flat fee to increase to $ 150. The task enters May 2, and the increase in the flat tariff will take effect after June 1.

US President Donald Trump had signed an executive order last week, ending a void allowing Chinese goods under the 800 dollar “de minimis” threshold to arrive without task. On the contrary, it would have a 30 percent task of their set value or $ 25 per item, increasing to $ 50 after June 1.

The change judged the criticisms that Shein and Temu would still be able to sell in the US cheaper than rivals paying higher fees for majority imported Chinese goods.

Great growth represents a large hit for the Holdings owned by Holdings in Shein and PDD in the US, which estimate that analysts are their largest market from the country and where they have been able to underestimate competition with visually visually, bypassing import tasks.

Both companies had been preparing to end the exemption by building the capacity of the Sh.BA repository, however, preparations were engulfed by the escalating tariff war between the US and China.

Tasks for low value packages are even lower than tariffs for Chinese imports, which now add up to 104 percent. They came into force in the time of midnight of Washington, pushing the world into a complete trade war.

Analysts warn of the conclusion of de minimis The exceptions will not only increase the business models of these free retail platforms and other Chinese players of E -Commerce, but will also slow down the delivery time. Brittain Ladd, a supply chain consultant at the US who previously worked in Amazon and Dell, said the ports would be overloaded with packages.

He added that the Department of Trade had supported a new software system to handle task payments, but there will still be delays as “the volume of packages to be processed is massive”.

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Most of Shein’s goods sold on its platform were made in China. The fast -fashioned giant has sought to diversify abroad, including in Brazil and Turkey, but it has fought to match the efficiency and reaction of Chinese factories.

The attempt brought by Trump’s trading movements has questioned the starting plans of Shein’s public offer. Singapore -based company was seeking approval for a London list, which has been delayed several times in the midst of regulatory insecurity.

Financial Times reported that Shein’s profits fell with more than a third last year, after encountering the TEMU rival, increasing marketing and logistics costs.

Temu and Shein did not immediately respond to requests for comment.

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