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Analysis shows that US prices of China-made products on Amazon are rising faster than inflation as tariffs bite

According to an exclusive analysis by DataWeave of 1,400 products, the prices for goods sold on Amazon.com that are made in China have been increasing faster than inflation. This is a sign tariffs will start to affect American consumers. Analysis shows that prices for these goods increased in May. This is a sign that tariffs imposed by President Donald Trump are beginning to affect consumers. The median price for a basket of over 1,400 products manufactured in China that are sold by Amazon.com to U.S. consumers has increased by 2.6% from January until mid-June. This is higher than the U.S. inflation rates for core goods which only run through May.

Prices for certain goods have declined.

The core goods CPI, which excludes service, rose by 1% in the six-month period ending May. This is equivalent to a 2% rate annualized. The federal data as well as DataWeave’s study indicate that the cost of goods has been trending upwards in the past couple of months, with tariffs exerting pressure on prices.

DataWeave examined more than 25,000 products, but focused on 1,407 items sold on Amazon that clearly listed China as the country. The firm used medians instead of averages because averages can be skewed due to short-term price spikes and unusually high or lower values.

Amazon sells both its own products and those of third-party sellers in the basket of China-made items. Sixty-two percent of Amazon's products are sold by third-party sellers.

School and office supplies are among the goods that have seen the most rapid growth. Other goods include blank media like CDs andDVDs, as well as home goods, such as furniture and cookware. China, which exported $438.9 Billion of goods to the U.S. last year, is a major global supplier of all these categories.

DataWeave studied 1,407 products between January and June 17 and found that 475 items showed price increases. 633 remained the same, while 299 had price decreases. Hamilton Beach's electric kettle, for example, increased from $49.99 to $73.21, while the GreenPan fryingpan more than doubled in price to $31.99.

Inflation in this product group was modest through April. In May, prices increased sharply and continued to do so into June. This was particularly true in the categories of Home & furniture and Electronics, where the median increases were 3.5% and 3.1% respectively. The study found that seasonal dynamics may play a part, but timing and rate indicate cost shocks are spreading through the retail supply chains, according to Karthik Bettadapura.

Even modest duties can have a big impact when margins are tight and replenishment cycles fast. We're witnessing the first price increase on a broad scale in June, as sellers adjust to higher landed cost," Bettadapura explained.

Amazon has said that it does not see any significant changes in the prices of its products outside of normal fluctuations.

Amazon's spokesperson stated that "any comparison of a few products does not reflect the prices of hundreds of millions of other products on Amazon".

Walmart, the biggest retailer in the United States, is among those who have warned about tariff-driven price increases. Macy's, a department store chain, said that it would raise prices selectively to offset tariffs. Nike, which has recently returned to Amazon after a 6-year hiatus, announced that it will raise the prices of various products beginning June 1.

Trump has defended the tariffs, claiming they are necessary to rebalance trade globally and boost U.S. Manufacturing output.

Andy Jassy, the CEO of Amazon, said that the company was "maniacally" focused on maintaining low prices. He said that the average selling price had not increased significantly.

Due to the high interest rates and a weakened consumer sentiment in the United States, retailers have been cautious about passing on tariff costs. According to federal data, retail trade sales fell 0.9% from April in May, and consumer spending also dropped unexpectedly.

Claudio Irigoyen is an economist with Bank of America Securities. He wrote in a recent article that "we think firms will likely choose to delay price increases."

The U.S. currently has a 10% tariff on all products and a 50% tariff on steel and aluminium. A 25% tariff is also in place on autos and auto parts. On June 23, additional steel tariffs went into effect, which could lead to "further pressure on price on cookware and kettles, as well as small kitchen appliances and other essentials for the home in the coming months", Bettadapura stated.

(source: Reuters)