Core Insights - US tariff changes have led to significant price increases for products from Chinese e-commerce platforms Temu and Shein, with some items seeing price hikes of up to 377% [1][4][5] - Temu is shifting its business model by no longer shipping products from China to the US, opting for local fulfillment to maintain pricing stability [2] - Shein has implemented notable price adjustments across various categories, with beauty and health products increasing by an average of 51%, home and kitchen goods by 30%, and women's clothing by 8% [4] Company Actions - Temu has announced that all sales to US customers will be managed by locally based sellers, aiming to keep prices unchanged during the transition to a local fulfillment model [2] - The company is actively recruiting US sellers to join its platform to facilitate this new model [2] Industry Trends - The elimination of the "de minimis" exemption and the imposition of higher tariffs have disrupted the business models of fast-fashion retailers, resulting in increased costs for US consumers [5] - The price adjustments reflect a broader trend of rising costs on imported goods faced by US shoppers [5]

Core Insights - Recent US tariff changes have led to significant price increases for products sold by Chinese e-commerce companies Temu and Shein, with some items experiencing price hikes of up to 377% [1][2] - The elimination of the "de minimis" exemption, which allowed goods under $800 to enter the US duty-free, has disrupted the business models of fast-fashion retailers, resulting in higher costs for consumers [1][3] Company-Specific Summaries - Shein has implemented notable price adjustments across various categories, with beauty and health products increasing by an average of 51%, home and kitchen goods by 30%, and women's clothing by 8% [2] - Specific examples of price increases include a kitchen towel rising from $1.28 to $6.10 (a 377% increase) and a meat shredder increasing from $2.91 to $9.02 (a 219% increase) [2] - Temu, owned by PDD Holdings, has also raised prices, attributing the increases to higher operating costs resulting from the new tariffs [2] Industry Trends - The changes in tariffs and the removal of the "de minimis" rule are part of a broader trend affecting US shoppers, who are facing rising costs on imported goods [3] - The new tariff environment is expected to continue impacting the pricing strategies of fast-fashion retailers, leading to increased prices for consumers [3]

"赚钱不可能，能活下去就不错了！" 文 ｜ 骆若男 编辑 ｜ 方婷 封面来源 ｜ 日经中文网 在中国开服装厂，到底有多难？ 编者荐语： 日经中文网与36氪开展内容交换合作。精选36氪的精彩独家财经、科技、企业资讯，与读者分享。 以下文章来源于36氪 ，作者骆若男 方婷 36氪 . 36氪是服务中国新经济参与者的卓越品牌和开创性平台，提供新锐深度的商业报道，强调趋势和价值，我们的slogan是：让一部分人先看到未来。 这几年，"别碰服装"这几乎成了行内公认的一句忠告。 机器不开没钱，开了亏钱；好一点儿的老板"出去了"，差一点儿的老板"进去了"。 不断降低的利 润、不断升高的成本，正在把服装厂逼进死胡同。 而消费者这端，服装尤其是女装越来越差的质量、越来越等不到的预售期，也让大家怨声载道。 为什么会出现这样双输的局面？现在办厂还有前途吗，出路又在哪？ 36氪实地走访了多家工厂，在最真实的生产前线，窥探中国服装制造业的兴衰演变。 堆积的库存，消失的订单 36氪首先来到了位于浙江的诸暨大唐袜业城，电商平台上出售的袜子，70%都来自这个袜业城。外贸和电商曾经让这个小镇一度整条街都是年流水百万级别 的小型工厂，袜业城也成 ...

The Buckle (BKE) Update / Briefing February 05, 2025 07:00 PM ET Company Participants Adam Akerson - VP of Finance, Controller & Assistant Treasurer Adam Akerson Hi. This is Adam Ackerson with Buckle, and this is a recording of Buckle's commentary regarding the company's January 2025 sales press release. Our 02/06/2025 press release reported that comparable store sales for stores opened at least one full year for the four week period ended 02/01/2025, increased 4.4% in comparison to the prior year four week ...