Policy Changes Are Reshaping the eCommerce Landscape

How the End of the De Minimis Exemption Is Reshaping TikTok Shop, Shein, and Temu

A major policy shift is about to shake up the eCommerce status quo. Starting May 2, 2025, the De Minimis exemption—which allowed Chinese platforms to ship low-cost goods duty-free—will be eliminated. With tariffs on imports from China now reaching +50%, platforms like TikTok Shop, Shein, and Temu are already seeing rising prices and slowing growth.

What does this mean for consumer behavior, category performance, and competitive dynamics?

In this data-driven report, you’ll learn:

• How GMV and ASP trends are shifting across TikTok Shop, Shein, and Temu

• What’s happening within key categories like beauty and apparel

• Where consumers may redirect their spending next

• What retailers and brands should watch ahead of Q1 earnings

The ripple effects are already in motion—get ahead of the curve with our latest insights.