Mexico’s tax authority, SAT, has introduced new tariffs aimed at enhancing the monitoring of goods from Asia. These measures are set to significantly affect online retailers like Shein and Temu.
Effective January 1, goods entering Mexico through courier services from countries without trade agreements will face a 19% duty. As Mexico has no trade agreements with China, where Shein and Temu operate, these tariffs are expected to directly impact their operations.
In contrast, items entering from the United States and Canada under the United States-Mexico-Canada Agreement (USMCA) will incur a 17% duty for values between $50 and $117. Goods over $1 from other treaty nations will also attract a 19% duty.
SAT has stated that these measures aim to address “abusive practices” and promote fair competition. Previously, such items were exempt from duties within these value ranges.
Broader Impacts of the New Measures
These tariffs accompany additional regulatory changes. A recent decree from President Claudia Sheinbaum’s administration raised import duties up to 35% on a range of items, including clothing, home goods, and outdoor equipment. Officials emphasize that these steps are designed to curb tax evasion, support local businesses, and protect industry jobs.
Analysts suggest that the decree may disrupt Mexico’s IMMEX program, which enables foreign companies to import goods tax-free for manufacturing or assembly, typically for export to the United States.
E-commerce Giants in the Crosshairs
Shein and Temu, both headquartered in China, are particularly vulnerable to these changes. Competing with major U.S. retailers like Walmart and Amazon, these platforms may struggle to maintain competitive pricing due to the new tariffs.
These measures also come shortly before the inauguration of U.S. President-elect Donald Trump, who has previously proposed significant tariffs on imports from Mexico and Canada, adding further uncertainty to the e-commerce landscape.
The evolving trade policies highlight shifting dynamics in North America and their potential effects on global e-commerce platforms.
