Cross-border Daily Briefing 2026-10-09

📋 Cross-border Seller Daily | 2026-10-09

⏰ 30-Second Overview

• •US Customs rolls out intensive new rules: $800 de minimis exemption proposed to be cancelled, IEEPA tariff refunds started; compliance and declaration pressure surge
• •TEMU mandates UK/EU authorized representatives; non-compliance leads to delisting; affected sellers need to start processing today
• •TikTok Shop Mexico daily GMV surges 133x year-over-year, Europe Black Friday subsidies reach 1 billion; traffic dividend shifting
• •Amazon fall Prime Day sellers report order volume below last year; peak season expectations need cooling, stocking rhythm needs adjustment
• •Google Shopping ads August changes continue to drag ROAS; budget-constrained sellers need to check bid settings this week

🔴 Key Focus

US proposes cancelling de minimis exemption for goods under $800

US Customs proposes to cancel the de minimis exemption for goods affected by trade or national security actions and to require 10-digit HTSUS codes. For sellers, this means: goods that previously relied on the de minimis exemption to avoid tariffs (especially categories affected by Section 301/232 tariffs) will face additional tariff costs, and declaration complexity greatly increases. It is recommended to immediately check whether products are on the tariff increase list, coordinate with customs brokers on 10-digit HS codes in advance, and evaluate switching to Entry Type 86 or adjusting cargo value structure.

⏰ Recommend completing self-check by end of October; comments can be submitted before the comment period ends

IEEPA tariff refunds processed for 425,000 entries, sellers should quickly verify declaration records

US Customs has begun issuing IEEPA tariff refunds and has accepted 425,000 customs declarations. Sellers who overpaid tariffs can apply for refunds, a direct cost recovery opportunity. It is recommended to immediately check historical customs declarations for IEEPA-related tax items, contact customs brokers to confirm whether they are in the refund sequence, and track CBP system status.

TEMU mandates UK/EU authorized representatives, non-compliance leads to delisting

TEMU requires all products to provide UK and EU authorized representatives, otherwise they may be delisted. Sellers who have not yet handled this face Listing unavailability risk, affecting peak season sales window. Action: contact compliance service providers today, confirm UK/EU representative information is synchronized to TEMU backend; for those already qualified on other platforms, check whether it covers TEMU channel.

Tariffs soar 104% plus competitors cutting prices, US sellers need to do three things immediately

The US imposes 104% tariff on some goods, US sellers' costs surge and face price competition. Recommendations: ① immediately calculate landed cost and gross margin of affected SKUs, decisively raise prices or stop selling loss-making SKUs; ② evaluate alternative supply chains such as Mexico/Vietnam; ③ tilt US inventory and ad budgets toward high-margin categories, avoid hard fighting in price wars.

Google Shopping ads August 17 changes cause sales decline, need fix this week

After Google adjusted shopping ad bidding logic, budget-constrained series under high ROAS targets saw traffic collapse. If Google Shopping sales significantly weakened and impressions halved after mid-to-late August, you likely are affected. Recommendations: check whether series budget is below recommended value, appropriately increase budget or lower ROAS target, observe data for 3-5 days before recalibrating.

New customs rules from US, Mexico, and EU take effect simultaneously, Q4 compliance pressure rises

Maersk warns that new customs rules in the US, Mexico, and EU are being implemented intensively, involving declaration data, HS code granularity, and customs clearance timeliness. Q4 is the peak season for returns and restocking; customs delays will directly cause stockouts. It is recommended logistics managers check declaration requirements with freight forwarders bill by bill this week and reserve extra clearance time.

📌 Worth Noting

Platform Dynamics

• •TikTok Shop full managed covers 16 countries, Black Friday promotion starts — Under full managed mode, sellers only need to supply goods, platform handles pricing and traffic, suitable for low-risk testing in Europe (Cifnews-TikTok)
• •Temu Spain ranking drops to eighth — Low-price strategy encounters local platform counterattack in Europe, Temu sellers should not single-bet on this platform (AMZ123)
• •Amazon fall sale orders surge 20x for some but overall Prime promotion sluggish — Individual sellers perform brilliantly, overall order volume below last year, do not use individual battle reports as stocking basis (PPC.land / AMZ123)
• •Mercado Libre launches seller self-scheduling warehouse function — Latin American sellers can choose inbound time slots, must familiarize with process before peak season (AMZ123)
• •Ozon Global opens Uzbekistan to Chinese sellers — New increment in Central Asian market, suitable for testing outside Russian-speaking regions (Cifnews)

Compliance Regulations

• •US Customs expands 321 data pilot and modifies Entry Type 86 rules — Low-value declaration channel rules frequently adjusted, recommended to pay attention to non-compliance consequences (Federal Register)
• •HFC refrigerant quota regulation issued — Products containing refrigerants (air conditioners, refrigerator parts, etc.) require quotas for import, costs expected to rise (PPC.land)

Logistics & Warehousing

• •Amazon Global Logistics China-US air freight adds two tiers, express free configuration fee — One more logistics option for peak season restocking (AMZ123)
• •Evri acquires US cross-border service provider to layout UK-US bidirectional returns — UK-US line return experience expected to improve (AMZ123)

Marketing & Promotion

• •TikTok US further relaxes image-text product link permissions — Image-text content can also attach product links, suitable for low-cost testing (Cifnews-TikTok)
• •TikTok search ads launch, some sellers see conversion rate up 6x — On-platform search ads are a new traffic opportunity, recommend priority testing (Cifnews-TikTok)
• •TikTok opens US third-party ad network TTAN — New channel to reach US users off-platform, suitable for brand sellers (TT123)

Market Trends

• •TikTok Shop Mexico daily GMV increases 133x in one year — Early dividend clear, but number of sellers up 59x, window narrowing (AMZ123)
• •Comfrt heated blanket GMV exceeds $510,000 in 9 days after listing — Mid-small influencer volume tactic still effective on TikTok US, cold winter category worth attention (TT123)
• •90% of sellers in Vietnam say the more they sell, the more they lose — Strong signal of internal competition in Vietnam, enter cautiously (TT123)
• •Shopee/Lazada Southeast Asia traffic declines for four consecutive months — Southeast Asian platform traffic under pressure, off-site traffic and independent site layout need to be put on agenda (AMZ123)

💡 Today's Insight

Today's information has a common theme: compliance costs are systematically rising, while traffic dividends are rapidly shifting to TikTok Shop, full managed, and emerging markets. The US Customs' triple strike on de minimis exemption (cancellation + refund + revision) is not an isolated event, but a signal of overall tightening regulatory framework — the costs saved by "low declaration, exploiting exemptions" in the future are turning into a compliance ticket that must be paid. At the same time, TikTok Shop Mexico's explosion and Europe's 1 billion subsidies show platforms are still using subsidies to buy growth, leaving the time window may close in the first half of 2027.

Recommended to do one thing this week: bring compliance check and TikTok Shop layout into one meeting. Specific actions: pull out the list of US on-sale SKUs, mark each item "whether affected by tariffs + whether has UK/EU representatives + whether declaration code is 10-digit", solve once; at the same time pick 3-5 high-margin SKUs, test in US with TikTok image-text product links + mid-small influencer volume at low cost, then expand to Europe and Mexico after proven.

Generated by AltoSea | Covering 9 overseas sources

👉 Full report: https://aitosea.ai/daily-reports/2026-10-09