在特朗普政府关税政策威胁下，电商巨头们已开始大规模涨价行动。Since April 9, there have been 930 price increases on the Amazon platform, with an average increase of 29%; most price increases for Shein in the USA occurred on Fridays, with the top 100 beauty and health products having an average price increase of 51%, and some categories seeing price surges of up to 377%. On Monday, US stock Futures opened lower, as the market worried that the wave of price increases would lead to a dual blow of shrinking Consumer demand and rising inflation pressure.
Trump's tariffs have triggered a chain reaction, and soaring prices are sweeping through the USA market. On Monday, US stock futures opened lower, with concerns that the wave of price increases will lead to a dual blow of shrinking consumer demand and rising inflationary pressures.
Amazon has raised the average price of nearly a thousand commodities by 29%, while the top 100 beauty and health products from Shein have seen an average price increase of 51%, with some categories experiencing price hikes of up to 377%. This wave of price adjustments not only affects online retailers but also impacts consumer giants like Procter & Gamble and Unilever.
E-Commerce platforms are starting a wave of price increases.
Under the threat of tariff policies from the Trump administration, E-Commerce giants have begun a large-scale price increase initiative.
According to the Global Times, due to rising import costs, Amazon sellers are increasing prices on various products, ranging from diapers and refrigerator magnets to popular items like necklaces.
Data tracked by SmartScout, a US E-Commerce service provider, shows that since April 9, 930 products on the Amazon platform have increased in price, with an average rise of 29%, covering multiple categories such as outfits, jewelry, housewares, electronics, and toys.
Baby products are becoming a typical case of tariff impact. Reports indicate that starting from early May, the price of the best-selling UPPAbaby stroller in the USA will soar from $899 to $1200, an increase of over 33%. Prices for some brands of strollers and car seats have risen by $100 and $50 respectively.
Merchants on the Amazon platform are facing a tough choice: either raise prices or bear the additional costs imposed by new tariffs in the USA. These sellers have already been struggling with squeezed profits. Over the past few years, costs for warehousing, distribution, transportation, and advertising have been continuously rising, while fierce competition on the platform has also placed price pressure.
According to media reports, fast-fashion giant Shein has significantly raised prices for products in the USA ahead of the upcoming small package tariff implementation.
Data shows that most price increases for Shein products in the USA occurred on Fridays, with some categories showing significantly higher increases than others. Among the top 100 beauty and health products from Shein on the US market, average prices rose by 51% compared to Thursday, while prices for housewares and toys increased by over 30%. A set of 10 kitchen towels saw a staggering price increase of 377%, and women's clothing prices rose by an average of 8%.
A media sampling of 50 different categories of commodities found that from April 24 to 26, prices for Shein in the US market rose by about 10%, while prices in the British market remained largely stable during the same period. Out of 43 items in the shopping cart, 30 items saw prices increase by more than 10% within two days.
Consumer giants are issuing multiple price increase warnings.
This wave of price adjustments is affecting not only online retailers but also consumer goods giants like Procter & Gamble and Unilever, indicating to investors that inflationary pressures may be rebounding, consumer spending may decline, and risks of underperformance for retail stocks are increasing.
Last week, consumer goods giant Procter & Gamble significantly lowered its full-year sales and profit forecasts, stating that consumer sentiment in the USA is clearly deteriorating, particularly noting that US consumers significantly reduced spending in February and March. Procter & Gamble indicated that the new tariffs in the USA have forced them to raise prices again on top of a 1% year-on-year increase in the first three months of 2025.
Unilever raised prices by an average of 1.7% in the first quarter of 2025, with company president Fernando noting that prices for dairy products, cocoa, and palm oil are rising, and due to the new tariffs imposed by the US government, costs for packaging and some raw materials for their beauty products may also increase.
Nestlé stated that against the backdrop of skyrocketing coffee and cocoa costs due to tariff impacts, the company had to raise the prices of products such as Nespresso coffee and KitKat chocolate bars. In the first three months of this year, its product prices increased by 2%, with coffee capsule prices rising by 3.2%, primarily influenced by the rising costs of coffee and cocoa.
