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Big news! Walmart and other retail giants are reported to have asked Chinese suppliers to share the cost of the highest 66% tariff 丨 Maritime export logistics

Jun 02,2025

Walmart, as a global retail giant, has always been an important indicator of Sino-US trade relations. Recently, Walmart's attitude towards tariffs in the Sino-US trade war has undergone significant changes, causing widespread concern.


On April 26, two weeks after the 145% tariff came into effect, Walmart notified Chinese suppliers immediately after the CEO's departure from the White House that it would pay for the duties.


However, by the time the goods arrived in the US a month later, US tariffs on China had plummeted from 145 per cent to 30 per cent. Walmart appeared to pre-empt Mr Trump's decision, a move that put it in a strong position in trade disputes.


However, the latest news shows a 180 ° reversal of Walmart's attitude toward tariffs. US retail giants such as Walmart are demanding that Chinese suppliers bear 50% to 66% of the cost of tariffs on US imports as the US-China trade war continues, the South China Morning Post reported.

US retailers want Chinese companies to share up to 66% of the cost of tariffs

 

Over the past few weeks, U.S. retailers have held multiple rounds of talks with Chinese suppliers about dealing with the additional costs of the trade war. The retail giants are under intense political pressure at home because Trump is demanding that they bear the tariffs themselves, rather than pass the costs on to American consumers.


It is worth noting that although US tariffs on China have been reduced from 145% to 30% in 90 days, However, for many Chinese exports, the new tariff of 30% plus the original 301 tariff and the product base tariff, even in the current 90-day "preference period," the actual tariff on Chinese exports of US goods has reached about 50%. This tax rate has been extremely rare in the past history of global trade.

As retail giants such as Walmart require, Chinese suppliers would have to share the 50 to 60 per cent tariff, or pay 25 to 30 per cent of the total price of the goods. For many Chinese suppliers with margins of less than 10 per cent, this is undoubtedly an unbearable burden.


In fact, as early as March 11, when Trump used "fentanyl" as an excuse to increase tariffs by 20%, Walmart asked Chinese suppliers to bear the increased tariffs.


Subsequently, China's Ministry of Commerce and other relevant ministries had a meeting with Walmart to learn more about the situation. The expert points out, Walmart this action possibly violates the commercial contract, disturbs the normal market transaction order, is disadvantageous to its management development in the Chinese market.

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