US and EU Small Parcel Deliveries Plunge 70% After Tariff Exemptions End for Temu and Shein

Bearish (-0.7)Impact: High

Published on October 9, 2026 (3 hours ago) · By VibeTrader

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US and EU Small Parcel Deliveries Plunge 70% After Tariff Exemptions End for Temu and Shein

A recent report from the Universal Postal Union, a United Nations body coordinating global postal policies, revealed a significant decline in the volume of small international parcels entering the U.S. and the EU following the end of tariff exemptions for such shipments [1]. Specifically, shipments dropped by 70% by weight after the 'de minimis' rule was discontinued, according to the UN report released on Friday [1].

The report emphasized that the termination of tariff exemptions had a pronounced effect on parcels linked to Chinese e-commerce giants Temu and Shein, which had previously leveraged the 'de minimis' rule to send low-value shipments to the U.S. market without incurring tariffs [1]. The sharp reduction in parcel volume signals a major shift in cross-border e-commerce logistics and trade flows [1].

Analysts cited in the report noted that this reduction in low-value parcel shipments could impact both consumer access to affordable products and the business models of global e-commerce platforms targeting U.S. consumers [1]. In response to these changes, the Universal Postal Union is developing a platform aimed at expediting decision-making within the sector [1].

CONCLUSION

The end of tariff exemptions for small parcels has led to a dramatic 70% drop in shipments to the U.S. and EU, particularly affecting Chinese e-commerce platforms Temu and Shein. This policy shift is expected to reshape cross-border e-commerce logistics and may challenge the accessibility of affordable goods for consumers.

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Sources: asia.nikkei.com