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 end of the U.S. de minimis tariff exemption. Specific companies such as Shein, Temu, Etsy, and eBay saw significant drops or disruptions, while Amazon and Walmart faced less direct impact as their import and fulfillment models differ.
Impact by company
Shein & Temu
Shein’s U.S. daily active users fell 25% and Temu’s dropped 52% after the exemption ended for China in May, with both forced to raise prices and alter logistics. Shein’s weekly sales dropped by up to 23% year-over-year in June, while Temu’s dipped by 33%. Both platforms had to restructure operations and reduce aggressive marketing. Shades of Temu’s parent company, PDD Holdings Inc., have fallen 4% this week. Shein is not publicly traded.Etsy
Etsy shares fell 8.4% on August 25, immediately after the executive order to end the exemption. Over the last five trading sessions, Etsy stock is down 14%. Some international sellers on Etsy are pausing U.S. sales due to uncertainty and costs, threatening Etsy’s revenue stream.eBay
eBay shares are down 6%, underperforming the broader Nasdaq over the last week. U.S. buyers now face added import taxes for eBay purchases, leading to interruptions and higher costs.Shopify
Shopify shares also declined by 1%, less than Etsy and eBay, suggesting lighter but still negative exposure to the change.Amazon & Walmart
Amazon has less direct exposure to de minimis changes, with the impact focused more on third-party sellers and drop-shipped products. Walmart, with more domestic inventory and fulfillment centers, may benefit as shoppers look for local alternatives.Broader retail trends
Higher international shipping costs and suspended international parcel services (by DHL, UPS, and various foreign postal services) are hitting marketplace sellers and raising consumer costs. Discount retailers may lose market share to U.S.-based logistics firms. Stocks tied closely to international, low-value shipping suffered the most, with Etsy, eBay, Shein, and Temu reporting sharp declines and operational disruptions in response to the policy change.For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing.
This story was originally featured on Fortune.com
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