TARIFFS WON'T PUT AN END TO THE TEMU AND SHEIN MODEL

Summary from the TLDR Marketing newsletter

New tariffs and the closure of a trade loophole may raise costs for Temu and Shein, but they won't end their business model. The ability to ship directly from Chinese factories to US shoppers offers a faster cash flow cycle, which remains attractive to manufacturers looking to offload inventory quickly. While tariffs could increase prices slightly, experts say the factory-direct model still holds strong advantages over traditional retail.