2025美国消费趋势预警：关税阴影下，非必需品类支出或降12%？

Core Insights - The U.S. market in 2025 is facing a potential consumer spending slowdown, particularly in non-essential goods due to new tariff policies impacting consumer choices [1] - The Biden administration's tariffs on Chinese goods aim to revive local manufacturing but have led to increased costs for imported goods, affecting consumer spending on non-essential items [1] - The middle-class consumer spending structure is shifting towards essential expenditures like food and housing, while discretionary spending on electronics and luxury items is declining [3] Group 1 - Consumer spending in non-essential categories such as electronics and fashion is projected to decrease by up to 12% in the next six months due to tariff pressures [1] - E-commerce platforms are experiencing a decline in click-through and conversion rates for certain categories, indicating a shift in consumer behavior [3] - Sellers are recognizing the need for efficient and stable cross-border operations to maintain continuity amid rising costs and changing consumer preferences [4] Group 2 - Tools like "Cross-Border Guardian" are being utilized by experienced teams to enhance operational efficiency and manage risks associated with multiple platforms [4] - While non-essential categories are shrinking, there is a rise in demand for cost-effective, sustainable products, with mid-range smartwatches seeing an 18% increase in sales [4] - Major platforms like Amazon and eBay are tightening their standards for overseas sellers, favoring local fulfillment and user experience [5] Group 3 - The market in 2025 emphasizes rational spending, efficiency, and adaptability, creating a competitive environment for cross-border sellers [7] - The underlying issue is a restructuring of the global commercial ecosystem and a shift in consumer psychology, necessitating upgrades in technology, product selection, and marketing strategies [7] - Companies that can stabilize their operations and adapt to changing market conditions will be better positioned for future growth [7]