The end of the U.S. de minimis tariff exemption marks a major shift for both consumers and retailers, particularly those involved in cross-border e-commerce.
Consumers who have grown accustomed to buying goods under $800 from major international platforms like Shein, Temu, and overseas sellers on Amazon , Etsy , or eBay will now face unexpected import charges—sometimes a flat duty of $80 to $200, or rates ranging from 10% to 50% of the parcel’s value. For shoppers, this means “sticker shock”: orders that used to be tax-free will now carry hefty new costs at checkout or even on delivery, whether paid upfront by retailers or passed directly to buyers.
E-commerce and retail company stocks, especially those heavily reliant on international low-cost shipping, have been hurt by the