2025.4.1 GoodsFox Daily E-commerce News: Trump Expands Reciprocal Tariffs to All Countries
- DTC Outdoor Brand YETI Posts 5% Q4 Sales Growth
- Trump Expands “Reciprocal Tariffs” to All Countries
- Google Opens Gemini 2.5 Pro to All Users for Free
- Temu Launches Semi-Managed Model in Malaysia
- U.S. Embassy Warns Mexicans to Delete Temu, SHEIN Apps
1. DTC Outdoor Brand YETI Posts 5% Q4 Sales Growth
YETI, the direct-to-consumer outdoor gear leader, reported 5% YoY sales growth ($547 M) in Q4 2024, driven by product innovation and global expansion. Key highlights:
- DTC Channel: Sales rose 7% to $369 M in Q4, accounting for 67.5% of total revenue.
- Full-Year Performance: 2024 net sales hit 1.83 B
- Ad Blitz: Aggressive marketing in Australia, the UK, and the Netherlands boosted ad creatives by 559% in March 2025.
YETI’s success underscores the resilience of premium outdoor brands in uncertain markets.
Source: GoodsFox
2. Trump Expands “Reciprocal Tariffs” to All Countries
President Trump clarified that his proposed reciprocal tariffs will apply to all nations, not just select targets. Speaking aboard Air Force One, he dismissed rumors of limiting tariffs to 10–15 countries, stating:
“It starts with all countries. Let’s see what happens.”
This signals heightened global trade tensions, with analysts warning of retaliatory measures and supply chain disruptions.
3. Google Opens Gemini 2.5 Pro to All Users for Free
Google has democratized access to its flagship AI model Gemini 2.5 Pro, previously exclusive to Gemini Advanced subscribers. Key upgrades:
- Expanded Context: Handles 1M tokens (soon 2M), enabling deep data analysis and long-form consistency.
- Enhanced Integration: Works with Google Canvas, browser extensions, and file uploads.
- Mobile Launch: Rolling out on Android/iOS apps this week for seamless cross-device use.
The move aims to accelerate AI adoption while refining coding and reasoning capabilities.
4. Temu Launches Semi-Managed Model in Malaysia
Temu has expanded its semi-managed marketplace to Malaysia, following its Southeast Asia debut in February. Strategic drivers:
- Market Potential: Malaysia’s stable economy, tech-savvy youth, and growing middle class (e-commerce CAGR: 12%).
- Localization: Partnering with regional sellers to reduce delivery times and enhance product relevance.
- Competitive Edge: Leveraging low-cost logistics to challenge Lazada and Shopee.
The move aligns with Temu’s goal to dominate Southeast Asia’s $234B e-commerce market by 2026.
5. U.S. Embassy Warns Mexicans to Delete Temu, SHEIN Apps
The U.S. Embassy in Mexico shared a video urging consumers to delete “low-cost Chinese apps” like Temu, SHEIN, and AliExpress, alleging data theft and economic harm. Mexican entrepreneur Andrés Díaz-Verdura claimed:
“Every purchase on these apps strikes our economy. They lose $30 per Latin American transaction to destroy local industries.”
China’s Embassy countered, accusing the U.S. of hypocrisy and blaming American tariffs on fentanyl and cars for Mexico’s economic struggles.
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