REPORTS
Tariff Talks Vol. 3: Current Macroeconomic Impacts on Consumer Behavior
Updated tariff insights tracking consumer spend fluctuations, powered by the latest e-receipt data.
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Tariffs have officially hit Temu and Shein — and the data is telling.

Here's what we're seeing (as of April 28, 2025):

  • Prices surged ~50%
  • Daily units sold fell ~40%
  • As a result, total sales have decreased by ~10-15% 

Vol. 3 of our Tariff Talks series goes beyond the two giants of fast fashion — our cross-category view captures the sales impact of Wayfair’s Way Day promotions and BestBuy’s Nintendo Switch 2 pre-order launch.

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