The Unexpected Winners of Trump’s Trade War
But Speth and Temu don't stop not at all. Instead both firms and to shift their advertising budgets to regions where the geopolitic risks were observed to be lower and growing and growing. Shein spent 22 percent of his general advertising spent in the US market in the US market, compared in the first three months of 2025, according to SensaRe tower. Semu's U.S. Prompts, meanwhile of 47 percent to only 9 percent. As a result of Shein and Temu in the countries other than the US, as the United Kingdom, do you have on Record Highs.
But the dip didn't last long. After reaching the rockom in June both companies start ramping from their us advertisement in July in July, Shah's data shows. In August Simmin has spent more on Marketing in the US then did 2024 in August 2024.
The figures reflect the fact that the Chinese platforms have invented a new playbook: Continue Shipment Products Despite the rates, pass some costs of consumers, and continue to focus on the concentrating the focusing of delivery and Warehouse networks that can help shipping.
App Store Charts suggest that the new strategy works. After a short slide in popularity before this year, shein and tuu re-ranked within the top 5-apps in the Sign Cathegory of the US Apple App Store and Google Play Store.
Temu and Shein did not answer to requests to make reactions from Wired.
Behind the curve
The great Chinese platforms were preparing for more than a year preparation for the end of the minimity and could quickly calibrate their logistic strategies as the rates finally went into effect. The same cannot be said to independent shops.
Denys, the Oxygen owner of the Ukrainian store, says he anticipates to increase the price of his products to stay lot. “If the new rates remains, will be prices inappropriate by at least that 10 percent in the future,” he says.
He recently started working with a local Ukrainian shipping, who stucked, who is kicked, who is called sellers and to shoulder parts of the allowance of the allowance to .com.au Nogy for local companies. The situation in Ukraine is much less chaotic than in other parts of the world, where many post companies fully stopped to send packages because of continuous confusion of Trump's trade policy.
I think we all benefit to shop small vendors around the world. In recent years, I have purchased a 3D printed topographic card from Canada, Art Prints from Germany, and Denys' wood of Ukraine. I have not got out of strange marks but modern worldwide rusted platforms to a wider range of products, who were sold at the neighborhood nearby near the nearby time. Short of learning learning self, the etsy store in Ukraine is probably the best option to get axistable wodus to my house in New York City.
But with the end of the minimity, many Americans can choose to cut on buying artisanal goods and other nonessive items from abroad. If that happens, small sellers will be those are the hardest hit the hardest. “This has mostly affects on impetus that buy and then we are not necessary,” Juozas Kaziukėnas, an E-Aalystatory analyst, told my colleague Boone Ashworth. “It has not impact the price of milk for instance.”
I'm still waiting for my wooden wooden, who says that says finally deleting the customs quickly. I hope companies like his capability are survive in this new ecosystem. Otherwise, I may not have a choice but to take up carpentry, but who knows how much I should pay in rates on my new woodwork person?
This is an edition of Zeyi Yang and Louise Matsakis' Made in china newsletter. Read previous newsletters over here.
