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壓得喘不過氣 開學季購物淪為躲避中國關稅的手段

(2025-08-13 15:14:22) 下一個

“我被隨時掌握最新優惠信息的需求壓得喘不過氣”:開學季購物淪為躲避中國關稅的手段

https://fortune.com/2025/08/13/back-to-school-shopping-tariffs-expensive-made-in-china/

作者:安妮·迪諾森齊奧 2025年8月13日

開學季購物

2025年8月12日,星期二,多拉·迪亞茲(左)和她14歲的女兒費爾南達·迪亞茲在德克薩斯州達拉斯的一家沃爾瑪超市選購學習用品。

懷念開學季在藥店或文具店挑選新筆記本、鉛筆和彩色記號筆的時光嗎?對於如今的學生來說,這項一年一度的例行公事既簡單又複雜。

大型零售連鎖店會為顧客生成在線學習用品清單,顧客隻需輸入郵政編碼,然後選擇學校和年級即可。隻需點擊一下,即可結賬。一些學校還與銷售預製工具包(包含活頁夾、索引卡、筆和其他必需品)的供應商合作,為忙碌的家長提供一站式購物服務。

然而,盡管有各種省時的選擇,許多家庭在勞動節前幾個月就開始了返校購物,四處尋找最劃算的商品,並購買與夏季促銷相關的商品。零售分析師表示,今年美國新征收的進口關稅可能導致價格上漲,促使更多購物者搶先更換和補充學校書包。

零售和技術谘詢公司 Coresight Research 估計,美國 6 月至 8 月的返校支出將達到 333 億美元,比去年同期增長 3.3%。該公司預測,為避免關稅帶來的額外成本,美國家庭將在 8 月之前完成約 60% 的購物。

軟件公司 Adobe Inc. 的研究部門 Adobe Digital Insights 的首席分析師 Vivek Pandya 表示:“消費者的心態是,他們對價格波動非常謹慎且有策略性,因此,開學季他們會更早地購物。”

搶先一步

39 歲的邁阿密居民 Jacqueline Agudelo 是早起的購物者之一,她從 6 月份就開始購買學習用品,因為她想趕在美國新征收的進口產品關稅可能帶來的價格上漲之前搶購。

這位老師為她 5 歲的兒子準備的學習用品清單要求大量購買某些特定的教室用品。Agudelo 說,她的購物清單包括 15 盒繪兒樂蠟筆、Lysol 濕巾和 5 盒 Ticonderoga 品牌的鉛筆,所有東西都削好了。

Agudelo 說,她在網上和實體店裏找到了很多便宜貨,包括半價的蠟筆,最終花了 160 美元,但她覺得這個過程很緊張。

“這些年來,購物成本越來越高,我迫切地需要隨時掌握最新優惠信息,”她說。

在美國銷售的很多背包、橫格紙、膠棒——以及提康德羅加鉛筆——都是中國製造的,而中國產品在今年春季被征收了145%的關稅。根據兩國之間最新的協議,來自中國的一般商品進入美國時將被征收30%的關稅。

許多公司在今年年初加快了從中國的發貨速度,以關稅前的價格囤積庫存。一些人預測,消費者在返校購物季會遭遇更高的價格。盡管政府數據顯示上個月消費者價格指數同比上漲2.7%,但大型零售商的戰略性折扣可能減輕了消費者對學校用品價格的衝擊。

例如,Adobe Insights 表示,在 7 月初亞馬遜的 Prime Day 促銷活動以及塔吉特和沃爾瑪的線上促銷活動中,背包和午餐盒的折扣幅度高達 12.1%。整個夏天,一些大型連鎖店都在宣傳部分商品價格凍結,以留住顧客。

沃爾瑪發言人 Leigh Stidham 表示,沃爾瑪正在推出一項返校優惠活動,包含 14 件用品和一個背包,售價 16 美元,這是六年來的最低價。塔吉特在 6 月份表示,將維持 20 件關鍵返校商品 2024 年的價格,這些商品的總價格低於 20 美元。

消費者數據提供商 Numerator 為美聯社準備的一項分析顯示,一個有兩個學齡兒童的家庭可能需要的 48 種商品(兩個午餐盒、兩個科學計算器、一雙男童鞋)7 月份的平均零售價為 272 美元,比去年同期低 3 美元。

課堂上的數字原生代

Numerator 通過銷售收據、在線賬戶活動以及來自 20 萬名購物者的其他信息追蹤美國零售價格。該公司去年報告稱,由於學生更多地使用電腦學習,家庭購買的筆記本、書套、書寫工具和其他常見用品減少了。

這種轉變並不意味著學生不再需要囤積塑料文件夾、熒光筆和橡皮擦,也不意味著家長為孩子上課準備的支出減少了。會計和金融

谘詢公司德勤估計,在美國家長預計的310億美元返校購物支出中,傳統學校用品將占70億美元以上。

購物習慣也在發生變化。TeacherLists是一個在線平台,各個學校和教師可以上傳推薦的用品清單,家長可以搜索這些清單。該平台於2012年推出,旨在減少對紙質清單的需求。目前,該平台擁有來自7萬所學校的200多萬份清單。

用戶可以選擇點擊參與活動的零售連鎖店的圖標,進入在線購物車。TeacherLists的架構師兼副總裁戴安娜·格裏芬表示,一些零售商還授權在其網站和門店使用這些數據。

格裏芬表示,自新冠疫情結束以來,教師要求的物品數量通常保持穩定,約為17件。 “你知道,過去四五年裏,清單上新增的商品更多是科技產品。每個人都需要耳機或耳塞之類的東西,或許還有鼠標,”她說。

她還注意到,很多學校要求學生使用透明的書包和筆袋,這樣這些裝備就不能用來裝槍了。

人工智能來了

對於那些喜歡在購買前研究產品的消費者,科技和零售公司推出了生成式人工智能工具,幫助他們查找和比較產品。亞馬遜去年推出的人工智能購物助手Rufus,現在又加入了Sparky,這是一項僅限應用程序的功能,沃爾瑪購物者可以使用它來獲取針對特定年齡段的產品推薦和其他信息,以解答他們的疑問。

根據美聯社-NORC公共事務研究中心7月份的一項民意調查,略高於四分之一的美國成年人表示他們使用人工智能購物,這一數字遠低於表示使用人工智能進行信息搜索或頭腦風暴等任務的人數。

一些傳統依然保留

在疫情促使更多人轉向線上購物之前,學校和當地家長教師協會就曾提出,通過訂購教師推薦的現成套裝,簡化返校購物流程。額外收取的費用有助於學校籌集資金。

Griffin 表示,來自 TeachersList 母公司 School Family Media 旗下學校用品套裝供應商 Edukit 的市場數據顯示,大約 40% 的家長最終會購買套裝,這意味著剩下的 60% 的家長需要自行購買。她指出,家長通常必須在 6 月份之前下單購買套裝,套裝主要包含筆記本和蠟筆等必需品。

Agudelo 說,她兒子的學校提供了一個售價 190 美元的套裝,主要包含蠟筆和筆記本等基本用品,但不包含背包。她決定不買,貨比三家,尋找最優惠的價格。她也喜歡帶兒子一起去購物。

'I am overwhelmed by the need to stay on top of where the deals are': Back-to-school shopping turns into China tariff-dodging exercise

https://fortune.com/2025/08/13/back-to-school-shopping-tariffs-expensive-made-in-china/

BY ANNE D'INNOCENZIO  August 13, 2025

 
Back to school shopping
Dora Diaz, left, and her daughter Fernanda Diaz, 14, shops for school supplies at a Walmart in Dallas, Texas, Tuesday, Aug. 12, 2025.
 
Feeling nostalgic for the days when going back to school meant picking out fresh notebooks, pencils and colored markers at a local drugstore or stationary shop? The annual ritual is both easier and more complicated for today’s students.
 
Big retail chains generate online lists of school supplies for customers who type in their zip codes, then choose a school and a grade level. One click and they are ready to check out. Some schools also offer busy parents a one-stop shop by partnering with vendors that sell premade kits with binders, index cards, pens and other needed items.

Yet for all the time-saving options, many families begin their back-to-school shopping months before Labor Day, searching around for the best deals and making purchases tied to summer sales. This year, the possibility of price increases from new U.S. tariffs on imports motivated more shoppers to get a jump start on replacing and refilling school backpacks, according to retail analysts.

Retail and technology consulting company Coresight Research estimates that back-to-school spending from June through August will reach $33.3 billion in the U.S., a 3.3% increase from the same three-month period a year ago. The company predicted families would complete about 60% of their shopping before August to avoid extra costs from tariffs.

“Consumers are of the mindset where they’re being very strategic and conscientious around price fluctuations, so for back to school, it prompts them to shop even earlier,” said Vivek Pandya, lead analyst at Adobe Digital Insights, the research division of software company Adobe Inc.

Getting a head start

Miami resident Jacqueline Agudelo, 39, was one of the early birds who started shopping for school supplies in June because she wanted to get ahead of possible price increases from new U.S. tariffs on imported products.

The teacher’s supply list for her 5-year-old son, who started kindergarten earlier this month, mandated specific classroom items in big quantities. Agudelo said her shopping list included 15 boxes of Crayola crayons, Lysol wipes and five boxes of Ticonderoga brand pencils, all sharpened.

Agudelo said she spent $160 after finding plenty of bargains online and in stores, including the crayons at half off, but found the experience stressful.

“I am overwhelmed by the need to stay on top of where the deals are as shopping has become more expensive over the years,” she said.

A lot of the backpacks, lined paper, glue sticks — and Ticonderoga pencils — sold in the U.S. are made in China, whose products were subjected to a 145% tariff in the spring. Under the latest agreement between the countries, general merchandise from China is taxed at a 30% rate when it enters the U.S.

Many companies accelerated shipments from China early in the year, stockpiling inventory at pre-tariff prices. Some predicted consumers would encounter higher prices just in time for back-to-school shopping. Although government data showed consumer prices rose 2.7% last month from a year earlier, strategic discounting by major retailers may have muted any sticker shock for customers seeking school supplies.

Backpacks and lunchboxes, for example, had discounts as deep as 12.1% during Amazon’s Prime Day sales and competing online sales at Target and Walmart in early July, Adobe Insights said. Throughout the summer, some of the biggest chains have advertised selective price freezes to hold onto customers.

Walmart is promoting a back-to-school deal that includes 14 supplies plus a backpack for $16, the lowest price in six years, company spokesperson Leigh Stidham said. Target said in June that it would maintain its 2024 prices on 20 key back-to-school items that together cost less than $20.

An analysis consumer data provider Numerator prepared for The Associated Press showed the retail cost of 48 products a family with two school age children might need — two lunchboxes, two scientific calculators, a pair of boy’s shoes — averaged $272 in July, or $3 less than the same month last year.

Digital natives in the classroom

Numerator, which tracks U.S. retail prices through sales receipts, online account activity and other information from 200,000 shoppers, reported last year that households were buying fewer notebooks, book covers, writing instruments and other familiar staples as students did more of their work on computers.

The transition does not mean students no longer have to stock up on plastic folders, highlighters and erasers, or that parents are spending less to equip their children for class. Accounting and consulting firm Deloitte estimates that traditional school supplies will account for more than $7 billion of the $31 billion it expects U.S. parents to put toward back-to-school shopping.

Shopping habits also are evolving. TeacherLists, an online platform where individual schools and teachers can upload their recommended supply lists and parents can search for them, was launched in 2012 to reduce the need for paper lists. It now has more than 2 million lists from 70,000 schools.

Users have the option of clicking on an icon that populates an online shopping cart at participating retail chains. Some retailers also license the data for use on their websites and in their stores, said Dyanne Griffin, the architect and vice president of TeacherLists.

The typical number of items teacher request has remained fairly steady at around 17 since the end of the coronavirus pandemic, Griffin said. “The new items that had come on the list, you know, in the last four or five years are more the tech side. Everybody needs headphones or earbuds, that type of thing, maybe a mouse,” she said.

She’s also noticed a lot of schools requiring clear backpacks and pencil pouches so the gear can’t be used to stow guns.

Enter artificial intelligence

For consumers who like to research their options before they buy, technology and retail companies have introduced generative AI tools to help them find and compare products. Rufus, the AI-powered shopping assistant that Amazon launched last year, is now joined by Sparky, an app-only feature that Walmart shoppers can use to get age-specific product recommendations and other information in response to their questions.

Just over a quarter of U.S. adults say they use AI for shopping, which is considerably lower than the number who say they use AI for tasks such as searching for information or brainstorming, according to an Associated Press-NORC Center for Public Affairs Research poll in July.

Some traditions remain

Before the pandemic turned a lot more people into online shoppers, schools and local Parent Teacher Associations embraced the idea of making back-to-school shopping easier by ordering ready-made bundles of teacher-recommended supplies. An extra fee on the price helped raise money for the school.

Market data from Edukit, a supplier of school supply kits owned by TeachersList parent company School Family Media, shows that about 40% of parents end up buying the boxes, meaning the other 60% need to shop on their own, Griffin said. She noted that parents typically must commit no later than June to secure a bundle, which focus on essentials like notebooks and crayons.

Agudelo said her son’s school offered a box for $190 that focused on basics like crayons and notebooks but didn’t include a backpack. She decided to pass and shop around for the best prices. She also liked bringing her son along for the shopping trips.

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