Get rid of American shoppers, Shin and Timo, while Trump closes a tax vulnerability

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TEMU and Shein retailers have seen their rapid growth in the United States in the United States after President Donald Trump imposed a severe tariff on Chinese goods and closed a tax vulnerability that allowed them to reduce competitors.

TEMU’s active active users, a measure to participate in its application, decreased by 51 percent to 40.2 million in the United States between March and June, according to Market Intelligence.

The number of shoppers they use ShinIts application also shrinks during the same period, although this is not so much. Fast retailers have seen 12 percent decrease in monthly active users to 41.4 million, according to the sensor.

Shen and Timo was a pioneer in a new model E -commerce This has led to the disruption of the retail industry throughout the Western world over the past five years.

Both of them survived import duties by sending Chinese Chinese goods directly to consumer homes as individual packages. Cheap prices and social media Blitz Shein and TeMu have enabled a vast customer base within months.

Shen sought to benefit from her growth by floating the stock market, but he struggled to win the support of the organizers to obtain a list in the United States and the United Kingdom.

Reuters reported last week that Shin was planning to apply for the public subscription in Hong Kong. Shein refused to comment on the insertion or business performance plans.

On May 2, Trump canceled the exemption of low -value goods in the United States, known as the “minimum”, for parcels that arrive from China and Hong Kong, describing it “a major fraud against our country.”

The President’s exemption, which allowed the parcels of less than $ 800 to enter the United States free of customs duties, and replaced it with a 90 % tariff. This was later reduced to less than 30 percent as part of the broader escalation of commercial tensions with China.

In the aftermath of Trump’s policy, Timo changes Fix its business model In the United States. Instead of charging products from factories in China, shipping orders from sellers began in the United States.

The decrease in the use of TEMU and Shein may be linked to a decrease in advertising spending for each company. Over the past three months, the Temu Declaration spending in the United States has decreased by 87 percent and Shane has decreased by 69 percent compared to the same period last year, according to the sensor tower.

Last year, they ranked ten and eleven of digital advertisers in the United States-Fahi is now ranked outside the top sixty.

Since the environment in the United States has become more hostile, TEMU and Shein have turned its concentration into Europe.

The number of people using the TeMu application in June jumped 76 percent in France, 71 percent in Spain and 64 percent in Germany, compared to the same period last year, according to the sensor. Meanwhile, the active Shane users increased between 13 percent and 20 percent in the United Kingdom, Germany and France.

But growth in Europe can also be at the risk of the European Union Plan to impose Drawing 2 euros on the small beams that enter the bloc, and the UK government He thinks in the end Its duty exemption scheme.

TEMU refused to comment on business standards or spending, but he said that her focus was on “working with merchants across the regions.”

“Since our entire market opened for local sellers in more than 20 markets … we have helped them expand their arrival and develop their business.”