Etsy, Ebay and Shein Reel while the exemption of price `minimis ” ends, adding heavy loads

Consumers who have used to buying goods of less than $ 800 from large international platforms such as Shein, TEMU and sellers abroad on Amazon, Etsy or Ebay will now face unexpected import costs – sometimes a flat service from $ 80 to $ 200, or rates ranging from 10% to 50% of the value of the plot. For buyers, this means “stickers’ shock”: orders that were in tax franchise will now bring new costs to the checkout or even to delivery, whether paid in advance by retailers or transmitted directly to buyers.

Electronic and retail trade actions, in particular those which depend strongly on low -cost international expeditions, were injured at the end of the American price exemption from Minimis. Specific societies such as Shein, Temu, Etsy and Ebay have experienced significant reductions or disturbances, while Amazon and Walmart were faced with a less direct impact because their import and realization models differ.

Impact by the company

Shein and there is

• Shein’s daily active active users fell 25% And Temu dropped by 52% Once the exemption is completed for China in May, both forced to increase prices and modify logistics.
• The weekly sales of Shein fell from 23% from one year to the next in June, while TEMU dropped by 33%.
• The two platforms were to restructure operations and reduce aggressive marketing.
• Shades of Temu’s Parent Company, PDD Holdings Inc., fell 4% this week. Shein is not listed on the stock market.

Etsy

• Etsy shares dropped 8.4% on August 25Immediately after the executive decree to end the exemption. In the last five negotiation sessions, Etsy action is down 14%.
• Some international sellers on Etsy take a break from American sales due to uncertainty and costs, threatening Etsy from Etsy.

ebay

• Ebay shares are down 6%Subperforming the wider Nasdaq in the last week.
• American buyers are now faced with additional import taxes for Ebay purchases, resulting in higher interruptions and costs.

Shop

• Shopify actions have also decreased by 1%, less than Etsy and Ebay, suggesting a lighter but always negative exposure to change.

Amazon and Walmart

• Amazon has less direct exposure to minimis changes, with the impact focused more on third -party sellers and Drop Drop products.
• Walmart, with more inventory and domestic realization centers, can benefit as buyers are looking for local alternatives.

Broader retail trends

• Higher international shipping costs and suspended international parcel services (by DHL, UPS and various foreign postal services) reach market sellers and increase consumer costs.
• Reduced prices can lose market share from American logistics companies.
• The actions linked closely to international and low -value shipments have suffered the most, with Etsy, Ebay, Shein and Temu signaling strong declines and operational disturbances in response to the change of policy.

For this story, Fortune Used a generative AI to help an initial project. An editor checked the accuracy of the information before the publication.