Liz Young

It's still early. So this only took effect Friday. So this, of course, will have a little bit of a delayed effect as packages start to enter the country now. Already, Timu and Sheehan have been increasing prices on their websites.

It's still early. So this only took effect Friday. So this, of course, will have a little bit of a delayed effect as packages start to enter the country now. Already, Timu and Sheehan have been increasing prices on their websites.

So far, American consumers have responded. I mean, I've seen social media posts where people are seeing charges coming in from parcel carriers saying, hey, you have to pay this tax before we can deliver your package. Consumers are expressing frustration about that. I'm so pissed.

So far, American consumers have responded. I mean, I've seen social media posts where people are seeing charges coming in from parcel carriers saying, hey, you have to pay this tax before we can deliver your package. Consumers are expressing frustration about that. I'm so pissed.

So far, American consumers have responded. I mean, I've seen social media posts where people are seeing charges coming in from parcel carriers saying, hey, you have to pay this tax before we can deliver your package. Consumers are expressing frustration about that. I'm so pissed.

Just also general frustration about the cost of the tariffs. I mean, these are gonna be pretty hefty tariffs that are placed on these goods. Like I said, the 145%, that's just the base. So it's something that a lot of consumers are seeing that, okay, this is gonna push up prices in one way or another.

Just also general frustration about the cost of the tariffs. I mean, these are gonna be pretty hefty tariffs that are placed on these goods. Like I said, the 145%, that's just the base. So it's something that a lot of consumers are seeing that, okay, this is gonna push up prices in one way or another.

Just also general frustration about the cost of the tariffs. I mean, these are gonna be pretty hefty tariffs that are placed on these goods. Like I said, the 145%, that's just the base. So it's something that a lot of consumers are seeing that, okay, this is gonna push up prices in one way or another.

But I will also note that some American business owners say this is going to help them better compete. They say that their businesses have really struggled in recent years with this flood of goods from China that's much, much cheaper and has undercut them on price. So they're hopeful that this kind of levels the playing field.

But I will also note that some American business owners say this is going to help them better compete. They say that their businesses have really struggled in recent years with this flood of goods from China that's much, much cheaper and has undercut them on price. So they're hopeful that this kind of levels the playing field.

But I will also note that some American business owners say this is going to help them better compete. They say that their businesses have really struggled in recent years with this flood of goods from China that's much, much cheaper and has undercut them on price. So they're hopeful that this kind of levels the playing field.

They definitely could lose their price advantage now that they face these tariffs. We've seen, like I said, the prices have been going up fast. Some 40 to 100% over the past few weeks. And some analysts have said customers might switch to Amazon. They might just go back to the old familiar website that they'd been using before. That said, there are some important caveats to this.

They definitely could lose their price advantage now that they face these tariffs. We've seen, like I said, the prices have been going up fast. Some 40 to 100% over the past few weeks. And some analysts have said customers might switch to Amazon. They might just go back to the old familiar website that they'd been using before. That said, there are some important caveats to this.

They definitely could lose their price advantage now that they face these tariffs. We've seen, like I said, the prices have been going up fast. Some 40 to 100% over the past few weeks. And some analysts have said customers might switch to Amazon. They might just go back to the old familiar website that they'd been using before. That said, there are some important caveats to this.

Shein and Timu have both made a lot of changes in recent years to the way their supply chains work. in anticipation of this exemption going away. And what that includes is that Xi'an, for example, has manufacturing partners set up in Brazil, Turkey, and India, and they can still ship goods into the U.S.

Shein and Timu have both made a lot of changes in recent years to the way their supply chains work. in anticipation of this exemption going away. And what that includes is that Xi'an, for example, has manufacturing partners set up in Brazil, Turkey, and India, and they can still ship goods into the U.S.

Shein and Timu have both made a lot of changes in recent years to the way their supply chains work. in anticipation of this exemption going away. And what that includes is that Xi'an, for example, has manufacturing partners set up in Brazil, Turkey, and India, and they can still ship goods into the U.S.

duty-free through de minimis from those countries because this change only applies to China right now.

duty-free through de minimis from those countries because this change only applies to China right now.

duty-free through de minimis from those countries because this change only applies to China right now.