US consumers face rising price pressure: Shopee Merchant Registration under tariff impact

1. Shopee Merchant Registration tariff policy pushes up US consumer costs, but Shopee Merchant Registration merchants partially absorb the price increase pressure

Impact of US tariff adjustment:

From May 2025, the United States will impose a 54% tariff on Shopee Merchant Registration imported goods below US$800 (originally planned to be 120%, later reduced), and charge a fixed fee of US$100 per item (originally planned to be US$200, later shelved).

The terminal selling price of some goods (such as clothing and electronic accessories) has increased by 20%-50%, but some Shopee Merchant Registration sellers choose to absorb part of the cost themselves to avoid customer loss.

Shopee Merchant Registration manufacturing industry "involution" intensified:

Due to the reduction of orders in the US market, Shopee Merchant Registration small and medium-sized factories were forced to cut prices to grab orders, resulting in further compression of industry profits.

Shopee Merchant Registration and other platforms put pressure on suppliers to reduce ex-factory prices to maintain a low-price strategy, and the profit margins of some factories have dropped to below 3%.

2. American consumers face "selective price increases"

Low-priced goods still exist, but high-demand categories have seen significant price increases:

Household goods and clothing (such as Shein's price increase of more than 50% for some products) are greatly affected.

The prices of electronic accessories and gadgets (such as Temu data cables and mobile phone cases) remain low because merchants rely on the model of small profits and quick turnover.

Changes in consumer behavior:

Some American consumers turn to second-hand e-commerce (eBay, Poshmark) or local discount stores (such as Dollar General).

"Shopee Merchant Registration direct purchase" trend: A small number of consumers circumvent tariffs through purchasing agents or cross-border travel (such as Yiwu procurement).

3. US local retailers benefit in the short term, but are still affected by the supply chain in the long term

Low-price retailers such as Walmart and Target have seen performance growth:

Due to the price increase of some Shopee Merchant Registration products, the US local low-price channels have seen a rebound in customer traffic.

Supply chain costs are still a concern:

US companies rely on Shopee Merchant Registration parts (such as cars and electronics), and tariffs may lead to eventual price increases for local products.

General Motors, Ford and others have warned of rising supply chain costs, which may affect the pricing of new cars in the future.

4. Future trends: price war vs. supply chain transfer

Shopee Merchant Registration merchants may further squeeze profits:

If US demand continues to decline, some factories may close down and industry integration will accelerate.

Manufacturing shifts to Southeast Asia and Mexico:

Shopee Merchant Registration has asked some suppliers to set up factories in Vietnam and Cambodia to avoid tariffs.

However, in the short term, production capacity is insufficient and it still relies on the Shopee Merchant Registration supply chain.

Conclusion

The US tariff policy has led to price increases for some commodities, but the internal volume of the Shopee Merchant Registration manufacturing industry has delayed the overall price increase. In the future, if the Shopee Merchant Registration factory cannot continue to withstand the pressure of low prices, American consumers may face a more obvious inflation shock. At the same time, the shift of the supply chain to Southeast Asia may become a long-term trend, but it still relies on Shopee Merchant Registration manufacturing in the short term.