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压得喘不过气 开学季购物沦为躲避中国关税的手段

(2025-08-13 15:14:22) 下一个

“我被随时掌握最新优惠信息的需求压得喘不过气”:开学季购物沦为躲避中国关税的手段

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

作者:安妮·迪诺森齐奥 2025年8月13日

开学季购物

2025年8月12日,星期二,多拉·迪亚兹(左)和她14岁的女儿费尔南达·迪亚兹在德克萨斯州达拉斯的一家沃尔玛超市选购学习用品。

怀念开学季在药店或文具店挑选新笔记本、铅笔和彩色记号笔的时光吗?对于如今的学生来说,这项一年一度的例行公事既简单又复杂。

大型零售连锁店会为顾客生成在线学习用品清单,顾客只需输入邮政编码,然后选择学校和年级即可。只需点击一下,即可结账。一些学校还与销售预制工具包(包含活页夹、索引卡、笔和其他必需品)的供应商合作,为忙碌的家长提供一站式购物服务。

然而,尽管有各种省时的选择,许多家庭在劳动节前几个月就开始了返校购物,四处寻找最划算的商品,并购买与夏季促销相关的商品。零售分析师表示,今年美国新征收的进口关税可能导致价格上涨,促使更多购物者抢先更换和补充学校书包。

零售和技术咨询公司 Coresight Research 估计,美国 6 月至 8 月的返校支出将达到 333 亿美元,比去年同期增长 3.3%。该公司预测,为避免关税带来的额外成本,美国家庭将在 8 月之前完成约 60% 的购物。

软件公司 Adobe Inc. 的研究部门 Adobe Digital Insights 的首席分析师 Vivek Pandya 表示:“消费者的心态是,他们对价格波动非常谨慎且有策略性,因此,开学季他们会更早地购物。”

抢先一步

39 岁的迈阿密居民 Jacqueline Agudelo 是早起的购物者之一,她从 6 月份就开始购买学习用品,因为她想赶在美国新征收的进口产品关税可能带来的价格上涨之前抢购。

这位老师为她 5 岁的儿子准备的学习用品清单要求大量购买某些特定的教室用品。Agudelo 说,她的购物清单包括 15 盒绘儿乐蜡笔、Lysol 湿巾和 5 盒 Ticonderoga 品牌的铅笔,所有东西都削好了。

Agudelo 说,她在网上和实体店里找到了很多便宜货,包括半价的蜡笔,最终花了 160 美元,但她觉得这个过程很紧张。

“这些年来,购物成本越来越高,我迫切地需要随时掌握最新优惠信息,”她说。

在美国销售的很多背包、横格纸、胶棒——以及提康德罗加铅笔——都是中国制造的,而中国产品在今年春季被征收了145%的关税。根据两国之间最新的协议,来自中国的一般商品进入美国时将被征收30%的关税。

许多公司在今年年初加快了从中国的发货速度,以关税前的价格囤积库存。一些人预测,消费者在返校购物季会遭遇更高的价格。尽管政府数据显示上个月消费者价格指数同比上涨2.7%,但大型零售商的战略性折扣可能减轻了消费者对学校用品价格的冲击。

例如,Adobe Insights 表示,在 7 月初亚马逊的 Prime Day 促销活动以及塔吉特和沃尔玛的线上促销活动中,背包和午餐盒的折扣幅度高达 12.1%。整个夏天,一些大型连锁店都在宣传部分商品价格冻结,以留住顾客。

沃尔玛发言人 Leigh Stidham 表示,沃尔玛正在推出一项返校优惠活动,包含 14 件用品和一个背包,售价 16 美元,这是六年来的最低价。塔吉特在 6 月份表示,将维持 20 件关键返校商品 2024 年的价格,这些商品的总价格低于 20 美元。

消费者数据提供商 Numerator 为美联社准备的一项分析显示,一个有两个学龄儿童的家庭可能需要的 48 种商品(两个午餐盒、两个科学计算器、一双男童鞋)7 月份的平均零售价为 272 美元,比去年同期低 3 美元。

课堂上的数字原生代

Numerator 通过销售收据、在线账户活动以及来自 20 万名购物者的其他信息追踪美国零售价格。该公司去年报告称,由于学生更多地使用电脑学习,家庭购买的笔记本、书套、书写工具和其他常见用品减少了。

这种转变并不意味着学生不再需要囤积塑料文件夹、荧光笔和橡皮擦,也不意味着家长为孩子上课准备的支出减少了。会计和金融

咨询公司德勤估计,在美国家长预计的310亿美元返校购物支出中,传统学校用品将占70亿美元以上。

购物习惯也在发生变化。TeacherLists是一个在线平台,各个学校和教师可以上传推荐的用品清单,家长可以搜索这些清单。该平台于2012年推出,旨在减少对纸质清单的需求。目前,该平台拥有来自7万所学校的200多万份清单。

用户可以选择点击参与活动的零售连锁店的图标,进入在线购物车。TeacherLists的架构师兼副总裁戴安娜·格里芬表示,一些零售商还授权在其网站和门店使用这些数据。

格里芬表示,自新冠疫情结束以来,教师要求的物品数量通常保持稳定,约为17件。 “你知道,过去四五年里,清单上新增的商品更多是科技产品。每个人都需要耳机或耳塞之类的东西,或许还有鼠标,”她说。

她还注意到,很多学校要求学生使用透明的书包和笔袋,这样这些装备就不能用来装枪了。

人工智能来了

对于那些喜欢在购买前研究产品的消费者,科技和零售公司推出了生成式人工智能工具,帮助他们查找和比较产品。亚马逊去年推出的人工智能购物助手Rufus,现在又加入了Sparky,这是一项仅限应用程序的功能,沃尔玛购物者可以使用它来获取针对特定年龄段的产品推荐和其他信息,以解答他们的疑问。

根据美联社-NORC公共事务研究中心7月份的一项民意调查,略高于四分之一的美国成年人表示他们使用人工智能购物,这一数字远低于表示使用人工智能进行信息搜索或头脑风暴等任务的人数。

一些传统依然保留

在疫情促使更多人转向线上购物之前,学校和当地家长教师协会就曾提出,通过订购教师推荐的现成套装,简化返校购物流程。额外收取的费用有助于学校筹集资金。

Griffin 表示,来自 TeachersList 母公司 School Family Media 旗下学校用品套装供应商 Edukit 的市场数据显示,大约 40% 的家长最终会购买套装,这意味着剩下的 60% 的家长需要自行购买。她指出,家长通常必须在 6 月份之前下单购买套装,套装主要包含笔记本和蜡笔等必需品。

Agudelo 说,她儿子的学校提供了一个售价 190 美元的套装,主要包含蜡笔和笔记本等基本用品,但不包含背包。她决定不买,货比三家,寻找最优惠的价格。她也喜欢带儿子一起去购物。

'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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