蘑菇AV

Cost disadvantage in US: Snap-on CEO Nicholas Pinchuk recently told CNBC that companies building in the US face a tougher road than players in China that benefit from lower-cost materials and fewer regulations. He also cited the industry鈥檚 unfavorable public image, saying people still think of manufacturing as 鈥渄ark鈥� and 鈥渄irty鈥� work.

Walmart is upbeat despite tariff turmoil: The retailer expects to take share as shoppers grow more value-conscious.

Douyin investments are helping P&G shore up China sales: It鈥檚 taking advantage of the platform鈥檚 popularity among deal-seeking shoppers to boost its brands鈥� profiles.

It also does not take into account the impact of the 20% reciprocal tariff President Donald Trump imposed (then paused) on US imports from the European Union, nor the 10% universal tariff currently in place for all nations except China.

Apple was hit the hardest due to its manufacturing plants in China, India, and Vietnam: Its shares plunged 9.2% in the day after the announcement. Amazon and Meta followed close behind, each with 9% declines, while Nvidia鈥檚 shares fell 7.8%. Alphabet and Tesla saw more modest losses of 3.9% and 5.5%, respectively.

At the same time, many furniture retailers鈥攊ncluding Wayfair and RH鈥攁re reliant on Vietnam and China for sourcing, leaving them (and their customers) vulnerable to tariffs. The toy industry is also vulnerable. Asia is a popular manufacturing destination for Crayola, Hasbro, Mattel, and Funko.

The rates will be significantly higher for countries the Trump administration considers to be 鈥渂ad actors鈥� on trade鈥攚hich include some of the US鈥� biggest trading partners, including China, the European Union, Japan, and Vietnam. Those rates will go into effect on April 9.

A challenging environment: Companies reliant on Chinese production and China鈥檚 consumer base are now trapped in between escalating production costs and increased import taxes in their biggest growth market.

ByteDance also mentioned that any agreement is subject to approval under Chinese law. Trump attributed the delay to the ongoing tariff war impacting the US and its trading partners, including China. 鈥淲e hope to continue working in Good Faith with China, who I understand are not very happy about our Reciprocal Tariffs,鈥� Trump posted. The new deadline for a TikTok sale will be mid-June.

The popularity of livestreaming ecommerce is spreading to other parts of the world besides China. But not every market has embraced this new retail format to the same degree.

Prices could surge even further as countries such as China, Japan, and South Korea band together to respond to US tariffs. Our take: The Trump administration鈥檚 tariff policies are fueling economic disruption and a sharp shift in sentiment.

The bid 鈥渋s proof of TikTok鈥檚 prowess in ecommerce and the changing nature of how consumers shop and buy,鈥� per 蘑菇AV vice president of content Jasmine Enberg. AppLovin is in negotiations to acquire TikTok, with individuals familiar with the matter telling CNBC that the Trump administration is 鈥渇ully aware鈥� of AppLovin鈥檚 interest.

The USTR鈥檚 plan to impose steep fees for China-built commercial ships is 鈥渕ore of a threat than tariffs鈥�: Carriers could face millions in charges for each US port call鈥攃osts that will be passed on to retailers and, eventually, consumers.

ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

Consumers brace for tariff-related price hikes: Some take preemptive action, with 1 in 10 shoppers making a big-ticket purchase to sidestep rising costs.

On May 12, the Trump administration reduced the tariffs on Chinese goods from 145% to 30% for 90 days, providing temporary relief for some retailers and brands. But the removal of the 鈥渄e minimis鈥� tax exemption is still in effect, putting pressure on China-based ecommerce sellers and other companies that ship from China.