Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

In Response to Tariff & "De Minimis" Changes, Temu Alters US Business Model, Morphing Into...Amazon?

Trump Admin's Tariff Headlines Obscure Suspension Of "De Minimis" Rule | Big Impact on SHEIN, Temu

It's Been a Tough Two+ Years for SHEIN & Its Investors, & Things Don't Get Easier From Here

Poor Performance Before UK Lawmakers Is SHEIN's Latest Stumble on Journey To London (Or HK?) IPO

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>Crucial US "de minimis" imports exemption will end this Thursday night, May 1st</li>
<li>Beginning May 2nd, low-value direct-to-US consumer imports subject to duties, reporting </li>
<li>For US consumers, buying from SHEIN et al set to become more expensive, more onerous</li>
</ul>


Crucial US "de minimis" imports exemption will end this Thursday night, May 1st
Beginning May 2nd, low-value direct-to-US consumer imports subject to duties, reporting 
For US consumers, buying from SHEIN et al set to become more expensive, more onerous


Cainiao Smart Logistics Network (1437124D HK)

May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress