小包裹引爆大通胀：145%关税逼退零售商们 “通胀猛兽”即将再度席卷美国

Group 1: Impact of Tariff Changes - The cancellation of the de minimis tax exemption for low-value packages from China has resulted in tariffs as high as 145%, leading many retailers to halt shipments to the U.S. market [1][3][5] - Retailers are increasing prices to cope with the new tariffs, which may exacerbate inflationary pressures on U.S. consumers already facing high living costs [1][4][5] - The effective tariff rate in the U.S. is now close to 23%, the highest in over a century, significantly impacting consumer and business confidence [4][5] Group 2: Retailer Responses - Major retailers, including Amazon, have reported that the new tariffs will have a significant negative impact on their earnings, with Amazon's profit guidance falling short of analyst expectations by as much as 27% [2][9][10] - Smaller retailers are withdrawing from the U.S. market due to the prohibitive costs associated with the new tariffs, which are expected to lead to price increases for essential goods [3][7] - Companies like Space NK and Understance have already suspended U.S. shipments to avoid unexpected costs due to the new tariff regime [3][7] Group 3: Economic Outlook - Analysts warn that the combination of high tariffs and ongoing inflation could lead to a significant downturn in consumer demand, potentially pushing the U.S. economy into recession [5][6] - The impact of tariffs is expected to ripple through various sectors, including e-commerce and advertising, as companies like Snap Inc. have indicated that they are facing macroeconomic headwinds due to these changes [6][9] - The overall economic environment is becoming increasingly challenging for retailers reliant on Chinese imports, with many predicting a slowdown in global economic growth [5][6]