Shein, Temu & the Tariff Shakeup: The Battle for US Retail

Dive into the implications of tariffs for global retailers! John Mercer, Head of Global Research at Coresight Research, discusses recent tariff announcements, particularly those affecting imports from China. The conversation highlights predominantly consumer sentiment regarding tariffs, and examines how US retailers are responding to the new trade policies through sourcing diversification and inventory management strategies. John also touches on the challenges faced by companies such as Shein and Temu in adapting to tariff-related changes such as the closure of the "de minimis" loophole.