In the early morning, the domestic official media, overseas media, all put out the news, this round of Swiss negotiations, there are good results. By the time the afternoon, the official announcement came out, within 90 days, the U.S. tariffs on me were reduced from 145% to 30%. It didn’t revert to the same position it was in January, and it didn’t touch the 50% profit red line.
In the words of Fly, “Holding out until there is hope.” The U.S. zone, hold on until hope emerges! We and many of our peers who held on to the U.S. zone and suffered through the U.S. zone, all of a sudden relaxed!
Beautiful! At least this so-called 145% darkest hour is over. The days after that will be at least a little easier than these two months.
But actually doing the math again, this wave of change has made how many people’s original sales plans and annual progress become a mess. There are even those who left the market outright.
First of all, tariffs will stay at 30% for 90 days, but compared to January, February. There’s still a rise, this part. After taking into account sales, margins, billing periods, and many other things. If you want to maintain the previous profit margins, then, the price increase is less or still have to consider the problem. Otherwise, still have to consider the problem of profits being cut directly.
Then, the final result of the T86, or be scrapped. Then it means that after that, it has to go T01 or T11.
Sea freight prices are going to go up, and shipping costs will follow. At the same time, the clearance time will also be lengthened, and after this wave, even if it is an afterthought, the demand for overseas warehouses will increase, then, the overseas warehouse part, look at the pole will also increase in price. Overall, logistics costs here, there will be a period of increase. Until that number stabilizes.
Then, over the 90 days of Q2, Q3, after not having to take into account the unbelievable condition of 145%. Got to say, the overall operating costs in the U.S. region in still going to go up, and then you have to do the math to figure out if it’s acceptable under the current pricing system. Does the operating system need to be altered.
And finally, with this wave of tariff changes as the beginning of this new, 4-year cycle. That’s even more of a sign that the days ahead won’t be smooth sailing. There could be new changes at any time.
The future time, still have to be in a lot of quasi-good preparation, under the premise, and then in the U.S. area carefully do business!
Look at the content of this announcement. 90 days, to August, time is very abundant, not afraid to cope with it.
Just in time, ready to ship!
Just in time, stock up on materials to enable!
Just in time to restore and increase the budget!
Just in time, the second half of the peak season, can catch up!
Just in time, before a peer to give up part of the market, you can hurry to take up.
……
The first time TS in the US received the information, multiple channels and platforms have resumed shelving many SKUs, increased ad groups, and raised budgets. The rush is all about time.
TEMU is not included in the re-launched platforms. according to the current trend, the repeal of T86 small exemption will kill TEMU more than tariffs. Similarly, full hosting, including SHEIN, TikTok Shop, odds are it won’t launch. Quite a few are switching to semi hosted. Without seeing the data, it’s hard to say whether to do it or not for now.
Don’t think too much, put the existing things at hand first all back to normal, crisis and opportunity coexist. Before we said that there are a lot of opportunities inside this crisis, measuring products, simmering dead opponents circle market ……
But again, now at this point, it looks like there will be a lot of opportunities, but who knows how many new pits there are? Rush to attack without considering the actual? You can’t get fat in one bite. Beware of swallowing too much to digest.
Article source: www.tiktokdatatool.com
