Timo, Shin faces a great tariff in the United States. Experts say that experts do not count them

The closure of a commercial vulnerability and exorbitant definitions on China has raised the TEMU and Shein business model in the United States. However, e -commerce companies are likely to remain a dominant American retail force via the Internet, as experts suggest.

On Friday, the DE Minimis base – a policy that gave US imports of $ 800 of commercial tariffs – was officially closed to shipments from China. This witnessed Timo and Shane, who are exposed to duties Up to 120 % Or a fixed fee of $ 100, is scheduled to rise to $ 200 in June.

Exempting a small tariff tariff was a key to companies’ ability to maintain budget prices on the goods they ship from China. Now that it has ended, the prices on Temu and Shein have He was risingWith the previous Ending direct shipments From outside the United States, completely.

The change will be welcomed by many minimal critics, among them Legislatorsand Trade unions and retailersThose who argued that Timo and Sheen misunderstood the undermining of local companies and dumping the country with illegal and fake products.

But despite the new commercial challenges Timo and Shane’s faceand E -commerce experts and the supply chain CNBC have told companies that companies are still able to compete with their competitors in the United States

“Do not count them … not at all. These types of Chinese e -commerce applications are very brilliant and graceful. They have emergency plans in place and took the steps needed to cover the definitions from the margin perspective,” said Deborah Winasgoug, CEO and founder of Coresight Research.

“I personally think personally, if there is anything, the American e -commerce game (e -commerce) in favor of Timo and Shane … I will not be surprised if the competitive gap is actually continuing,” added Weinswig, whose consultant and consulting company works with clients via retailers and retail.

A minimum exemption with US President Donald Trump has always been expected Closing In February. In preparation, TEMU and Shein were accelerating the localization strategies of the United States

Scott Miller, CEO of PDPlus Electronic Consulting Company, CNBC that Shin and Timo will continue to board goods from American sellers on their applications to protect them from the definitions.

“Many current sellers in Temu and Shein are located in China or nearby countries, but not all. Local American companies have joined these platforms at an accelerated pace … Many of our customers have on board or have started the crocodile process in the past few months,” he said.

Although the margins of trademarks and translated sellers will be less on platforms than these charges directly from China, they can be able to compete, according to Miller.

He added that in the case of TEMU, sellers are attracted to lower fees and competition in lighter weight and greater help in moving and preparing sales channels compared to what Amazon offers.

In recent days, TEMU, owned by the Chinese e -commerce giant Pdd holdingsIt has started exclusively the goods shipped from local warehouses for American shoppers.

Many of these commodities are still confiscated by China, but then they are shipped in large quantities to American warehouses, according to experts. While these stray elements are subject to definitions, they also benefit from savings.

Henry Jin, associate professor of the Miami University supply chain management, said this development is likely to see a variety of products at Timo timing. He added that TEMU is likely to resume direct shipments from China, depending on the results of the trade war between Washington and Beijing.

Meanwhile, Shin was based on the expansion of the supply chain, and the creation of manufacturing operations in countries such as Türkiye, Mexico and Brazil, and It is said Plan to switch to Vietnam.

Jane said that the company is still charging directly from China and it is likely that it has more space to absorb the customs tariff because of its “supreme” margins in its basic basic work.

He added: “If there is one thing in which Chinese companies are good in that, they are working on a high razor margin in an intense competitive environment, if not opposite … they find every scrap that can survive.”

Aside the emergency plans, experts agree that Trump’s commercial policy will continue to influence the prices on TEMU and Shein. Companies announced for the first time that they were Price up In mid -April to face definitions.

According to data from Coresight, prices have increased through SENE shopping categories between 5 % and 50 % in the last half of April, with increases in games, games, beauty and health.

However, many e -commerce experts are still confident that TEMU and Shein will continue to prove the competitiveness of prices.

Weinswig said from Coresight that the two companies had previously managed to provide products with a third of Amazon prices for similar goods. Therefore, even if they are more than twice the prices of the effects of definitions, many goods may remain cheaper than those on American e -commerce sites and retailers.

Jason Wong, who works for the TEMU product logistics company in Hong Kong, referred to this dynamic when speaking to CNBC last month, similar to TEMU to a dollar store. He said that if the prices in the dollar store moved from dollars to 2 dollars, it will remain a dollar store.

In addition, Tramp tariffs On China and other commercial partners, they also affected American retailers and e -commerce sites such as Amazon.

Experts also reported that Temu and Shein were very effective in marketingIncluding by harnessing Live broadcast and social media.

On the other hand, according to Coresights’ WeINSWIG, American retailers failed to identify the threats from TEMU and Shein and adjust supply chains and pricing models.