Temu and SHEIN Adapt to Tax Changes Reshape Crossborder Ecommerce

Temu and SHEIN Adapt to Tax Changes Reshape Crossborder Ecommerce

Despite the US eliminating the $800 duty-free threshold, Temu and SHEIN have experienced growth, suggesting brand recognition and user loyalty outweigh price sensitivity. Cross-border e-commerce sellers should move beyond solely focusing on low prices and adopt refined operational strategies. This includes optimizing supply chains, building brands, enhancing user experience, leveraging ERP systems for efficiency, and diversifying market presence to mitigate risks. These are crucial steps to succeed in a changing landscape.

02/03/2026 Customs Knowledge
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Trucking Data Suggests Economic Resilience Amid Cautious Holiday Forecast

Trucking Data Suggests Economic Resilience Amid Cautious Holiday Forecast

American Trucking Associations data shows robust trucking capacity in August, but the industry remains cautious about the traditional peak season. Economists believe recession risks have decreased, but demand-side concerns persist. Industry executives highlight uncertainties from trade frictions. The trucking industry needs to focus on macroeconomics, supply and demand, consumer behavior, policies, and technological changes. Optimizing operations, expanding services, embracing technology, and strengthening cooperation are crucial to address challenges and navigate the evolving freight market.

02/04/2026 Logistics
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Ecommerce Surge Slashes US Industrial Property Vacancies

Ecommerce Surge Slashes US Industrial Property Vacancies

A CBRE report indicates a continued decline in US industrial real estate vacancy rates, primarily driven by e-commerce demand. Despite increased supply, the market remains tight. A favorable macroeconomic environment may extend the boom cycle. E-commerce not only increases demand but also transforms warehouse functionality and layouts. Risks such as rising interest rates and labor shortages should be monitored. E-commerce is profoundly reshaping the US industrial real estate landscape.

02/04/2026 Logistics Industry Insights
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US Services Sector Grows Steadily in September

US Services Sector Grows Steadily in September

The Institute for Supply Management (ISM) reported a Non-Manufacturing Index (NMI) of 58.6 for September. While slightly lower than August, the index remains well above 50, indicating continued expansion in the non-manufacturing sector. This figure is also above the average for the past 12 months, reflecting the resilience of the U.S. economy. The report analyzes sub-indexes such as business activity, new orders, and employment, and highlights the challenges and opportunities facing businesses.

02/04/2026 Logistics Industry Insights
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US Services Sector Growth Slows but Remains Strong in September

US Services Sector Growth Slows but Remains Strong in September

The U.S. ISM Non-Manufacturing Index (NMI) registered 58.6 in September, according to the Institute for Supply Management. While slightly lower than August, the NMI remains well above the 50 threshold, indicating continued expansion in the non-manufacturing sector. This sector has now experienced growth for 56 consecutive months, providing significant support to the U.S. economy. It's important to monitor the impact of global economic uncertainties on the future development of the non-manufacturing sector.

02/03/2026 Logistics Industry Insights
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Feds Jefferson Hints at Slower Rate Hike Pace

Feds Jefferson Hints at Slower Rate Hike Pace

Federal Reserve Governor Jefferson hinted that the Fed might slow the pace of rate hikes as monetary policy approaches the neutral interest rate. Market expectations for a December rate cut have cooled. Downside risks to employment have increased, while upside risks to inflation have decreased, and the labor market supply and demand are cooling. The Fed will rely more on economic data to adjust its policy, requiring investors to pay close attention to incoming data.

02/04/2026 Exchange Rate Query
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Industrial Real Estate Demand Holds Firm As Construction Slows

Industrial Real Estate Demand Holds Firm As Construction Slows

A CBRE report indicates strong industrial real estate leasing demand in Q3, with 3PLs driving growth. Slower construction pace is balancing supply and demand. E-commerce continues to fuel warehousing needs. The market presents both challenges and opportunities, requiring businesses and developers to carefully assess risks and seek growth through equilibrium. Companies should focus on optimizing their strategies to navigate the evolving landscape and capitalize on emerging trends in logistics and warehousing.

02/04/2026 Logistics Industry Insights
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Major Retailers Forecast Record Holiday Sales Amid Economic Concerns

Major Retailers Forecast Record Holiday Sales Amid Economic Concerns

The National Retail Federation (NRF) forecasts 2025 holiday sales to reach $1.01-$1.02 trillion, a 3.7%-4.2% increase year-over-year. Despite economic uncertainties, consumer spending remains robust. Retailers need to precisely target customers, optimize supply chains, embrace digitalization, and flexibly adapt to market changes to succeed in this trillion-dollar opportunity. This requires a strategic approach to navigate potential challenges and capitalize on the continued strength of consumer demand during the holiday season.

02/04/2026 Logistics Industry Insights
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US Trade War Tariffs Cause Significant Economic Harm

US Trade War Tariffs Cause Significant Economic Harm

This report analyzes the negative economic impact of US tariff policies, highlighting how tariffs increase costs for businesses and consumers, disrupt supply chains, and amplify uncertainty. Based on data from the 'Tariffs Hurt the Heartland' organization, the report quantifies the actual damage inflicted on the US economy by these tariffs. It also offers strategies for businesses to cope with the situation and provides policy recommendations to mitigate the adverse effects of tariffs.

02/04/2026 Logistics Industry Insights
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Vietnams Tilapia Exports to US Defy Tariff Hurdles

Vietnams Tilapia Exports to US Defy Tariff Hurdles

In 2025, Vietnam's tilapia exports to the US surged by 173% to $53.15 million, making it the largest export market. This growth was driven by opportunities arising from trade tensions between the US and China, and the US and Brazil. Vietnamese companies quickly responded to US market demand, particularly with increased exports of frozen fish fillets. Leveraging cost advantages and supply stability, Vietnam is steadily increasing its market share in the US tilapia market.

02/05/2026 Logistics Industry Insights
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