Group 1 - E-commerce platforms including Shein, Temu, and Amazon have raised prices significantly, with some products seeing price increases over 100% [1] - Shein's price adjustments began on April 25, with beauty and health products experiencing an average price increase of 51%, while home, kitchen, and toy categories saw over 30% increases [1] - Temu has introduced separate import fees for U.S. consumers, covering customs processes and costs associated with imported goods [1] Group 2 - Shein announced price adjustments due to increased operational costs from global trade rules and tariffs, effective from April 25 [2] - The U.S. luxury designer Vivienne Hu highlighted that China is the largest producer of fashion products, supplying at least 20% of the U.S. market, and emphasized the challenges of rebuilding the domestic industrial system in the U.S. [2] - Despite the impact of tariffs on Chinese sellers in the U.S. market, top sellers are prepared and will continue to operate in the U.S. due to the lack of immediate alternatives [2]

快时尚巨头Shein在美国对从连衣裙到厨房用品等商品提前提价，以应对即将生效的小额包裹关税。数 据显示，大部分价格上涨发生在上周五，不同品类的涨幅差异显著。美容与健康类前100款畅销商品的 平均价格较上周四上涨了51%，其中多款商品的价格翻倍。家居、厨房用品及玩具类商品的平均涨幅超 过30%，其中一套10件装厨房毛巾的价格暴涨了377%。女士服装的价格则上涨了8%。（中国基金报） 最受欢迎的商品价格涨幅最大 4月25 日美国部分 Shein 商品价格变化百分比 | 项目名称 | 价格变动 | 4月24日 | 4月25日 | | --- | --- | --- | --- | | 厚厨房清洁毛巾 | + 377 % | 1.28美元 | 6.10美元 | | 目叶题空调经原创 | 219 | 0.80 | 2.55 | | 手动鸡肉/肉类切碎机 | 210 | 2.91 | 9.02 | | 脱毛蜡纸和脱毛后湿巾 | 205 | 1.31 | 4.00 | | 眉胶,自然效果 | 199 | 0.97 | 2.90 | | 胶原蛋白防裂润唇膏 | 180 | 1.07 | 3.00 | | 超细去黑头银子 | ...

Core Viewpoint - Shein has significantly raised prices on various products in the U.S. market, with some items seeing increases of up to 377%, in response to new small package tariffs set to take effect [2][3][4]. Price Changes - The average price of the top 100 best-selling beauty and health products increased by 51% from the previous day, with several items doubling in price [3]. - Home, kitchen, and toy products saw an average price increase of over 30%, with specific items like a 10-piece kitchen towel set experiencing a price surge of 377% [3][4]. - Women's clothing prices rose by 8%, with the average price of the top 100 women's apparel items increasing from $8.68 to $9.06, a rise of over 4% [4][11]. Tariff Impact - The U.S. government's decision to eliminate the low-value exemption for small packages will impose tariffs of up to 120% on various goods from e-commerce platforms like Shein and Temu [4]. - Starting May 2, an additional fee of $100 will be charged for each package sent to the U.S., which will increase further after June 1 [4]. - In anticipation of these tariff changes, U.S. consumers have been stockpiling various products, leading to a sales rebound for Shein and Temu in March and early April [8]. Market Response - Shein's overall prices in the U.S. increased by approximately 10% between April 24 and 26, with 7 out of 50 sampled items being removed from the market during this period [8][11]. - In contrast, Shein's prices in the UK remained stable, with no items being delisted [8]. Broader Economic Context - The price increases reflect a trend where e-commerce platforms are beginning to pass on new import costs to U.S. consumers, as indicated by Shein's actions [5]. - The Federal Reserve is monitoring the impact of tariffs on inflation, with officials expressing caution regarding the potential economic effects [13][14].