How are tariffs, shopping trends, and app fee changes affecting sellers in 2026?

"In addition, the MOU states that the United States will remove derivative Section 232 steel, aluminum, and copper tariffs from aircraft components that are products of Taiwan."

"The Presidential Proclamation imposes duties only on imported goods that are aluminum, steel, or copper articles or their derivatives."

"Proclamation 11020 imposed a 100 percent ad valorem tariff on certain imports of patented pharmaceuticals and associated pharmaceutical ingredients, effective September 29, 2026, for companies not listed in Annex III to Proclamation 11020."

"applying tariffs of 25 percent on all goods of Brazil, with exemptions for certain goods"

"The MOU also provides that the United States will no longer apply derivative Section 232 steel, aluminum, and copper tariffs to aircraft components that are products of Taiwan."

"On April 2, 2026, the President issued the Presidential Proclamation ``Strengthening Actions Taken to Adjust Imports of Aluminum, Steel, and Copper into the United States''"

"Companies that enter into such agreements are eligible for a reduced Section 232 duty rate for imports of their pharmaceutical products and associated ingredients."

"the President directed imposition of a 25 percent tariff on all goods of Brazil, with exemptions for certain goods"

"or such products with a Column 1 Duty Rate that is less than 15 percent, the sum of the Column 1 Duty Rate and the additional ad valorem tariff under Section 232 shall be 15 percent."

"These technical corrections and clarification are effective with respect to certain products that are entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. Eastern Time on April 6, 2026."

"At this time, Section 232 tariffs do not apply to generic pharmaceutical products and associated ingredients."

"suggested that application of tariffs on certain products from Brazil could increase costs for U.S. consumers or manufacturers"

"The modifications to the HTSUS set forth in the Annex to this Notice are effective with respect to goods entered for consumption, or withdrawn from warehouse consumption, on or after 12:01 a.m. eastern time on May 1, 2026."

"BIS needs time to get onshoring agreements in place before September 29, 2026, when the Section 232 tariffs for most companies will become effective."

"Regarding footwear, commenters suggested tariffs could have an adverse impact on American retailers, particularly small retailers."

"To the extent that implementation of this notice requires a refund of duties collected, refunds shall be processed pursuant to applicable law and the standard procedures of CBP for such refunds."

"Comments related to stone products noted that tariffs could be passed along in increased home prices."

"the dilutive effect of pass-through tariff pricing"

"On April 9, 2025, China has responded by hiking its levies on U.S. imports to 84% from 34%."

"Higher sales of fruit snacks driven by volume growth, together with incremental pass-through pricing adjustments for tariff costs"

"The number of active 3P sellers in the GigaCloud Marketplace increased to 1,154 in the 12 months ended March 31, 2025 from 865 in the 12 months ended March 31, 2024, representing an increase of 33.4% period-over-period."

"Sales volume increases for beverages and broths, partially offset by lower pass-through pricing for certain raw material cost savings"

"ased to $1,416.7 million in the 12 months ended March 31, 2025 from $907.7 million in the 12 months ended March 31, 2024, representing a growth of 56.1% period-over-period, primarily due to the continued increase in the numbers of sellers and buyers transacting in our marketplace"

"Effective August 1, 2025, the tariff rate on those goods from Canada was increased to 35%."

"Regarding Product Sales to B, as expenses charged by these websites are not in exchange for a distinct good or service, the payments to these websites are not recognized as expenses but netted against revenues."

"As of May 6, 2025, the U.S. government had imposed incremental tariffs of 145% on goods imported from China, from which we source a significant portion"

"Tariff-rate quota or TRQ means a quota that permits a specified quantity of imported merchandise to be entered at a reduced rate of duty during the quota period."

"In the near-term, we expect cost of sales as a percentage of net sales to increase as a result of increased tariffs, particularly on products with a China origin."

"Proclamation 11020 imposed a 100 percent ad valorem tariff on certain imports of patented pharmaceuticals and associated pharmaceutical ingredients, effective July 31, 2026 for the companies listed in Annex III of Proclamation 11020, and September 29, 2026 for all other companies."

"To avoid ineligibility due to the 85 percent rule, licensees may surrender up to 100 percent of the license, but must import 85 percent of any quantity not surrendered."

"In the near-term, we may experience shifts in merchandise mix as a result of changes in customer demand driven by the effects of tariffs, as well as a decrease in the contribution of owned brand products and certain third-party branded products that face greater direct exposure to the impact of heightened tariffs. Shifts in merchandise mix could adversely impact our overall gross margin."

"At this time, Section 232 Pharmaceutical Tariffs do not apply to generic pharmaceutical products and associated ingredients."

"Average order value decreased in the three months ended March 31, 2025, relative to the same period in 2024, primarily due to a lower percentage of sales at full price."

"Different rates apply to patented pharmaceutical products and associated ingredients from certain jurisdictions and from companies with Commerce-approved onshoring agreements"

"The increase in cost of sales as a percentage of net sales was primarily due to a lower percentage of full price sales and deeper markdowns on markdown sales, partially offset by a lower mix of third-party brand sales."

"creates uncertainty for companies' understanding of their tariff liability and could also cause supply chain disruptions."