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Bonus: Navigating Tariffs with Alex Yancher: Duty Drawbacks, Logistics & Arbitrage Abroad
36 ideas de marketing sacadas de «Bonus: Navigating Tariffs with Alex Yancher: Duty Drawbacks, Logistics & Arbitrage Abroad», de DTC Podcast. Sobre todo…
- 36 ideas despiezadas
- Fuente DTC Podcast
- Dura 43 min
- Publicada en 2025
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Ya eres international aunque no lo sepas: tu D2C site es global por default, el truco es monetizar el traffic que ya tienes
Investigación de mercado y clienteAlex: 'whenever I think about a brand starting international I try to remind the brand and myself for that matter that they're already international. That every single brand especially e-commerce brands that sell online either on a marketplace or on their own brand.com they're accessible by anybody in the world. Obviously if you have a store on Rodeo Drive in Beverly Hills and that's your only store, you're…
whenever I think about a brand starting international um I try to remind the brand and myself for that matter that they're already international that every single brand especially e-commerce brands that sell online either on a marketplace or on their own brand.com they're accessible by anybody in the world. Obviously, if you have a store on Rodeo Drive in Beverly Hills and that's your only store, you're, you know, contained to the visitors on that street, but that's not e-commerce. That's not that's not internet, right? You can have people from all over the world, uh, every nook and cranny…
Escúchalo en el minuto 25:40
International arbitrage: revisa tu GA traffic vs sales por país — el gap de conversion rate es la oportunidad más barata que tienes
Investigación de mercado y clienteAlex: 'Take a look at your Google Analytics. What percentage of your traffic is coming from Canada, UK, EU, Australia, compared to what percentage of your sales are coming from those countries? And if you see a big disconnect, there's some conversion rate optimization you can do to bridge that gap. We're going to help you with that. The second big number, your CPAs are cheaper abroad. And if you could get your…
Take a look at your Google Analytics. What percentage of your traffic is coming from Canada, UK, EU, Australia, compared to what percentage of your sales are coming from those countries? And if you see a big disconnect, there's some conversion rate optimization you can do to bridge that gap. We're going to help you with that. The second big number, your CPAs are cheaper abroad. And if you could get your conversion rate optimization close to par with US, there's an arbitrage there. So if you're finding success with your top offunnel efforts today and you have a good rorowass and so forth on…
Escúchalo en el minuto 0:00
First steps in international expansion: empieza con el traffic que ya tienes y la audit de tu site, no con un launch ambicioso
Investigación de mercado y clienteAlex: 'whenever I think about a brand starting international I try to remind the brand and myself for that matter that they're already international. That every single brand especially e-commerce brands that sell online either on a marketplace or on their own brand.com they're accessible by anybody in the world. So you need to ask yourself, well, how are you getting that audience? Where are they coming from?'. La…
whenever I think about a brand starting international um I try to remind the brand and myself for that matter that they're already international that every single brand especially e-commerce brands that sell online either on a marketplace or on their own brand.com they're accessible by anybody in the world. Obviously, if you have a store on Rodeo Drive in Beverly Hills and that's your only store, you're, you know, contained to the visitors on that street, but that's not e-commerce. That's not that's not internet, right? You can have people from all over the world, uh, every nook and cranny…
Escúchalo en el minuto 25:40
CPC arbitrage by region: US es el más caro, EU 35-40% más barato, UK 15% más barato, Canada 20-30% más barato
Canales de adquisiciónAlex: 'the cost per click. America has the highest cost per click, I would say. You know, Canada's like 20-30% cheaper. UK is like 15% cheaper. EU is like 35-40% cheaper, you know. So, yeah, great arbitrage there'. La insight métrica: el costo por click (CPC) en paid ads varía dramatically by region. US es el más caro globally (highest competition, most advertisers, most brand maturity). Otros markets son…
per click. America has the highest cost per click, I would say. You know, Canada's like 20 30% cheaper. UK is like 15% cheaper. EU is like 35 40% cheaper, you know. So, yeah, great arbitrage there. Super interesting. I actually just bought a pair of jeans from Australia, from Brisbane. came the other day and I had to they were expensive. It was it's actually a creator I've been following. He's a fashion educator and he's also makes these great these the ultimate pair of dad jeans I bought. You'll be happy to know. But I got them delivered and it was a $100 duty charge. And I'm wondering when…
Escúchalo en el minuto 31:21
Single-source delivery es un riesgo existencial: si dependes de Canada Post para perishables, un strike te para el business
Canales de adquisiciónAlex: 'I forget the name of the brand, but it was like it's like a cookie brand. Um, one of the co-founders is pretty active on on X. And, you know, he had no way of delivering perishable goods, you know, because his, you know, number one service provider was Canada Post for it. So when you're like single sourced, single threaded on your your delivery, I mean what are you supposed to do? You business literally…
day delivery. You know, Canderpost actually does a lot of same day and next day delivery locally. And I remember I forget the name of the brand, but it was like it's like a cookie brand. Um, one of the co-founders is pretty active on X. And, you know, he had no way of delivering um perishable goods, you know, because his, you know, number one service provider was Canada Post for it. So when you're like single sourced, singlethreaded on your delivery, I mean what are you supposed to do? You business literally grinds to a halt which is really rough. So a lot of livelihoods and businesses are…
Escúchalo en el minuto 41:47
Influencer-driven brands tienen 50%+ traffic internacional por default — y muchos no lo monetizan
Investigación de mercado y clienteAlex: 'if you're an influencer-driven brand, I'll tell you like more than half your traffic is already coming from abroad. You know, influencers are so global at this point. You look at Kim Kardashian's Instagram base, I think it's like 85, literally 85% non US, 15% US, 85% non US. And then the question becomes, how are you monetizing that traffic that you're already getting?'. La insight métrica: las audiences de…
where are they coming from? If you're uh an influencerdriven brand, I'll tell you like more than half your traffic is already coming from abroad. You know, influencers are so global at this point. You look at Kim Kardashian's Instagram base, I think it's like 85, literally 85% non US, 15% US, 85% non US. And then the question becomes, how are you monetizing that traffic that you're already getting? you know, look at your conversion rates, look at where um look at your Google Analytics and see where your visitors are coming from and go through the experience yourself. You know, get a VPN…
Escúchalo en el minuto 26:22
Framework de diagnóstico: traffic vs sales por país en Google Analytics
Medición y experimentosComparar en Google Analytics qué porcentaje del tráfico y qué porcentaje de las ventas proviene de Canada, UK, EU y Australia. Si hay una brecha significativa entre tráfico y ventas en esos mercados, hay una oportunidad de CRO (conversion rate optimization) internacional.
like doubled down or focused on on that opportunity? Yeah. Yeah. I would say take a look at some of those numbers that we talked about. Take a look at your Google Analytics and compare what percentage of your traffic is coming from Canada, UK, EU, Australia, and compare to what percentage of your sales are coming from those countries. And if you see a big disconnect, then there's some conversion rate optimization you can do to bridge that gap and you should give me a call because we're going to help you with
Escúchalo en el minuto 39:18
DDP (Delivered Duty Paid) at checkout: el line item explícito no hunde conversion rate en cross-border savvy shoppers
ConversiónAlex: 'DDU was a pretty good method of shipping. DDP is the more popular and like it's the more standard way. And the reason is it's kind of a wash on the conversion rate. And you might be surprised by that even in spite of your anecdote here. The reason is because a lot of savvy cross-border shippers, we're in like, you know, the 15th year of like Canada, Canadians buying from US consumers, you know what I mean…
friend sending you a notebook, a friend sending you a pencil, you know what I mean? Whatever like and the cost to collect the duties and tax and you know on top of this low value good it's it doesn't make up for the cost to collect it. So, the duties that you're going to collect doesn't make up for the cost that you're going to collect. Not to mention, they charge this $9 cat fee. And you're like, "Eh, I don't even want it. I don't even want it. It's some gag gift now. I have to pay this like five bucks and then I have to pay another nine bucks." Nah. And you're and you're pissed. You don't…
Escúchalo en el minuto 35:08
Brecha tráfico-ventas internacional como señal de optimización
Medición y experimentosSi el 20% del tráfico de una marca proviene del extranjero pero solo el 6% de las ventas vienen del extranjero, existe una desconexión que puede cerrarse optimizando la experiencia de compra internacional, no reduciendo las ventas domésticas.
traffic is coming from abroad, but only like 6% of your sales are coming from abroad, you have a disconnect there, you know, and let's work on closing that gap, not by lowering your US sales, but by increasing at a faster clip your
Escúchalo en el minuto 30:25
DDP (Delivered Duty Paid) supera a DDU (Delivered Duty Unpaid) en experiencia de cliente y recompra
ConversiónAunque DDU puede ser aparentemente atractivo por evitar un cargo visible en el checkout, los buyers cross-border experimentados esperan los costos de aranceles. DDP tiene precio transparente, genera confianza y resulta en menos chargebacks y mayor tasa de recompra, incluso si parece un wash en conversión inicial.
that dynamic going on. GDP, it's like yeah, it's a higher price. So, yeah, some people might bounce, but at least it's like clear. You know, you don't you're not expecting any surprise bills. You don't think it's going to be like this extra $9 CAD. Um, your stuff isn't going to be held at the post office until you pay. And so, you kind of like trust the the purchase and the situation a little bit more. So, I I would say like maybe it's a wash in in terms of conversion rate. Maybe DDP is a little bit better. I would actually say DP is a little bit better, but but even if you believe it's a…
Escúchalo en el minuto 38:00
Testear la experiencia internacional via VPN o toggle de Shopify
Investigación de mercado y clienteUsa una VPN o el toggle geográfico de Shopify para experimentar el site como usuario de Canada, UK o Francia. Revisa: ¿se muestra moneda local? ¿El IVA está incluido o como línea separada? ¿La terminología es apropiada para el mercado?
know, get a VPN. Sometimes you don't even need a VPN. If you're on Shopify, you could just like change, you know, the the toggle if you have that on your site. Um and go through the experience as if you're a Canadian, as if you're in France, and um you know, go through it with some empathy of what they're seeing. Are they seeing US dollars or are they seeing euro symbols and CAD for Canadians? When uh you get to the shopping cart, um are you showing VAT as a separate line item? If you are, that's not really how people see it in the UK, you know, or Australia. Um they don't see VAT broken out…
Escúchalo en el minuto 26:59
Analizar la desconexión entre tráfico y ventas geográficas
Investigación de mercado y clienteCompara el porcentaje de tráfico de Canada, UK, UE y Australia contra el porcentaje de ventas de esos países. Si ves una desconexión grande, hay CRO que hacer para cerrar esa brecha.
Take a look at your Google Analytics. What percentage of your traffic is coming from Canada, UK, EU, Australia, compared to what percentage of your sales are coming from those countries? And if you see a big disconnect, there's some conversion rate optimization you can do to bridge that gap. We're going to help you with that. The second big number, your CPAs are cheaper abroad. And if you could get your conversion rate optimization close to par with US, there's an arbitrage there. So if you're finding success with your top offunnel efforts today and you have a good rorowass and so forth on…
Escúchalo en el minuto 0:00
Arbitraje de CPC: EE.UU. tiene el costo por clic más alto del mundo
Canales de adquisiciónEl costo por clic en EE.UU. es el más alto del mundo. Canadá es 20-30% más barato, Reino Unido 15% más barato, y la UE 35-40% más barata. Esto crea un arbitraje significativo en costos de adquisición para marcas estadounidenses que venden internacionalmente.
per click. America has the highest cost per click, I would say. You know, Canada's like 20 30% cheaper. UK is like 15% cheaper. EU is like 35 40% cheaper, you know. So, yeah, great arbitrage
Escúchalo en el minuto 31:21
Si el CRO internacional iguala el de EE.UU., el arbitraje de CPC se convierte en pura ganancia
Canales de adquisiciónSi una marca tiene buen ROAS en EE.UU. y puede lograr tasas de conversión internacional al nivel de EE.UU., el 20-40% de descuento en CPC de mercados internacionales se traduce directamente en mejor ROAS y más revenue sin cambiar la estrategia de top-of-funnel.
close to par with us, there's an arbitrage there. So if you're finding success with your top offunnel marketing efforts today and you have a good rorowass and so forth on your US, can you only imagine how good it's going to be if I gave you a 20% discount on your on your cost per click and your top ofunnel costs? So that's how good it can be. So, I would say all of those things,
Escúchalo en el minuto 40:08
Cargos sorpresa de duties + fee postal destruyen la tasa de recompra
ConversiónCuando los aranceles se cobran al delivery (DDU), la combinación del duty + fee de Canada Post ($9 CAD extra) es percibida como un cargo sorpresa que daña severamente la tasa de recompra. Los clientes que no anticiparon el costo pueden rechazar el paquete, generando devoluciones y experiencias negativas.
the ultimate pair of dad jeans I bought. You'll be happy to know. But I got them delivered and it was a $100 duty charge. And I'm wondering when it comes to managing the, you know, the conversion funnel, do does does Passport and do you recommend pushing that cost into the checkout as opposed to collected on delivery or what what are brands doing well when it comes to that process? Yeah. Yeah. Eric, did you pay that upon delivery or did you pay that up? I did. I paid it upon delivery. Yeah. Interesting. Canada Post delivered it. Yep. Interesting. Interesting. See, the thing is about that, I…
Escúchalo en el minuto 31:47
Crawl, walk, run en localización: empezar simple
Investigación de mercado y clienteNo necesitas hacer todo de golpe. Empieza con: cambiar moneda, eliminar línea de IVA separada para Europa, adaptar terminología básica. Puedes avanzar incrementalmente según la respuesta del mercado.
things like that, they kind of go a long way of localizing the experience. You you can crawl, walk, run. You don't need to, you know, hit up all of those things all at once. and and they and people see the picture of a sneaker, they know what that is. You know what I mean? So, it's okay. It's not the end of the world. If you have the word sneaker in there, that could be sort of at the bottom of your list. But just like, you know, get a
Escúchalo en el minuto 28:36
Duty drawback: recuperar parte de las tarifas pagadas
ProductoEl gobierno de EE.UU. incentiva a las marcas a despachar en EE.UU. y exportar después, ofreciendo reembolso parcial (aproximadamente la mitad) de las tarifas pagadas al importar. Es un programa subutilizado por marcas DTC.
incremental tariffs that I was mentioning but to a certain degree it is let's say half you know is uh refundable so that that's pretty meaningful and brands are starting to um explore these you know new process processes that they never really had to worry about, you know, and um those processes might even have downstream impacts for for things down the line of how they, you know, structure their operations with a 3PL and so forth. Um but that's another big um consideration for them. And and I'd say Eric just like overarching just like big picture, the US is becoming a high tariff regime…
Escúchalo en el minuto 3:36
Tariff line at checkout: cuando subes prices por tariffs, sé transparente — explica el cargo en lugar de esconderlo
ConversiónEric: 'have you seen your brands raise prices? Some have. Some have a little bit. Others are still waiting a little bit more. It's one of those things that you just once you raise prices, it's hard to go back in a way. And so people are being really cautious, I think, about impacting or raising their prices at this point. Right. I mean, there's a middle of the road tactic, which is to add a line at checkout that…
brands raise prices? Some have. Some have a little bit. I uh others are still waiting a little bit more. It's one of those things that you just once you raise prices, it's hard to go back in a way. Um and so people are being really cautious, I think, about impacting or raising their prices at this point. Right. I mean, there's a middle of the road tactic, which is to add a line at checkout that said like tariffs or something like that, you know, and make that explicit. Have you seen that? I have. Yeah, I have. I have seen brands doing that. Yeah. And is it effective? Uh, I'm not sure. I'd…
Escúchalo en el minuto 21:35
Usar ChatGPT para identificar terminología local
Investigación de mercado y clientePasa el catálogo de productos por ChatGPT y pídele identificar palabras con equivalente diferente en el Reino Unido. Por ejemplo: pants → trousers, sneakers → trainers. Un simple find & replace mejora la localización.
You know, ask Chat GPT, like run your product cat catalog through Chat GPT and have it identify words that have a different word for it in in the UK. Like obviously they speak English, you know, it's the same language, but but they don't say, you know, pants, they say trousers. You know, trousers. I forget what it what it was for sneakers. They have a different word for sneakers. Um, tennis shoes or something. Trainers. Trainers. Thank you. Trainers. Yeah, that's right. Trainers. Trainers, you know. So, so, um, if you're a shoe company and you're trying to be big in UK, you should call it…
Escúchalo en el minuto 27:55
Investigación de mercado y clientePara marcas DTC estadounidenses, los mercados con mayor probabilidad de éxito en expansión internacional son Canada, UK, Australia y UE, en ese orden. El costo de adquisición puede ser 15-40% menor que en EE.UU. y el framework CRO (traducción, moneda local, símbolos de precio) suele funcionar bien.
that's where we come into play. Um, but I would say most brands at the end of the day they they like what works for them for us is probably going to work for like the top you know non- US markets like Canada, UK, Australia, EU even and often at a lower cost of acquisition or or like if all things the same if you're able like you say to get the friction removed on an international purchase so it looks like everyone's used to. It's got the right symbols and the right words and everything. Um, but all all things the same, the traffic costs in these other countries can be lower than what you're…
Escúchalo en el minuto 30:41
Investigación de mercado y clienteHaz una lista corta de países que representan ~80% de tus ventas potenciales internacionales: prioriza UK, Canada, Australia, Alemania por clase media angloparlante/occidental. Descarta tráfico de Bangladesh si tu fábrica está ahí (son tus trabajadores, no compradores).
like, you know, 20% of your traffic from like, you know, Bangladesh or something like that and like that's just like where your factory is. So your workers are going on the um on the website, you're not going to monetize that Bangladesh traffic as much as you would like 12% to UK, you know, English speaking, middle class, you know, so you could kind of get a short list of countries that are really going to drive, call it 80% of your sales, go through the experience, see what's there. Um, if your if your top ofunnel is really not that, it's not influencer, it's not really like social, it's…
Escúchalo en el minuto 29:01
Duty drawback program: recupera 99% de duties pagados en inventory que se re-exporta — un hidden margin lever para brands international
Canales de adquisiciónAlex: 'specifically about duty drawback, it comes down to this core principle of inventory matching. Meaning when you import a widget, you know, SKU A123, the government wants to make sure that you're not willy-nilly getting a refund on whatever you want. You know, you sure you shipped something abroad, but you know, it's important for you to match that specific SKU and the duty that you paid for that very specific…
least diversify. This is the first I'd actually heard of this duty drawback program and it really makes sense, I think, from what you think about maybe the US is trying to accomplish here. I again it really just behooves brands to be selling in other international markets, right? I like what's involved in a maybe you know like take a brand that's got some international presence um like what's actually involved in getting a duty drawback program kind of up and running. Yeah. So specifically about duty drawback, it comes down to this core principle of inventory matching. Meaning when you import…
Escúchalo en el minuto 5:11
Investigación de mercado y clienteLa base de Instagram de Kim Kardashian es 85% no EE.UU. Las marcas influenciadas por influencers ya están generando tráfico global massivo sin monetizarlo.
influencers are so global at this point. You look at Kim Kardashian's Instagram base, I think it's like 85, literally 85% non US, 15% US, 85% non US. And then the question becomes, how are you
Escúchalo en el minuto 26:31
De minimis cayó a cero para China, se mantiene en 800 para el resto
ProductoLa exención de minimis era $800 y se redujo a $0 para productos de China. Para el resto del mundo se mantiene en $800. Hay un proyecto de ley bipartisista para eliminarlo también para otros países en julio 2027.
um like what's actually involved in getting a duty drawback program kind of up and running. Yeah. So specifically about duty drawback, it comes down to this core principle of inventory matching. Meaning when you import a widget, you know, skew A123, the government wants to make sure that you're not willy-nilly getting a refund on whatever you want. you know, you sure you shipped something abroad, but you know, um it's it's important for you to um match that specific skew and the duty that you paid for that very specific skew to the very specific skew that you're exporting. That's like the…
Escúchalo en el minuto 5:32
Dependencia de un solo carrier es un riesgo existencial para ciertos modelos de negocio
ProductoMarcas que dependen exclusivamente de Canada Post para entrega (especialmente categorías perecibles, same-day, next-day delivery o flores) enfrentan riesgo de paralización total del negocio durante huelgas. El strike de diciembre fue descrito como 'really, really bad' y destruye negocios literalmente.
success with your top offunnel marketing efforts today and you have a good rorowass and so forth on your US, can you only imagine how good it's going to be if I gave you a 20% discount on your on your cost per click and your top ofunnel costs? So that's how good it can be. So, I would say all of those things, you know, we work with brands on getting them the confidence, getting them the right cost structure to to really make it happen. Very cool. So, send you an email, Alexpassport Global.com. Also, you got to follow Alex on LinkedIn because you're pretty active on there. You got a lot of…
Escúchalo en el minuto 40:12
DHL Express con DDU es letal para la conversión: todo se paga y el buyer mentaliza el costo
ConversiónA diferencia del canal postal donde existe 'postal leniency' (no todos los paquetes se inspeccionan), DHL Express cobra todo sin excepción. Los compradores saben esto y mentalizan el costo extra antes de comprar, causando bounces en el checkout. DHL Express DDU es peor que el canal postal DDU para conversión.
they're going to have to pay it. you know maybe DHL express by the way DHL express it's like everything you have to pay there is no postal leniency where like a certain fraction don't get assessed like everything you have to pay everything so people are discouraged from transacting and they mentally add in that extra duty and tax and in fact it's like very bad for conversion rate cuz like people are bouncing from the page they're going to catch BT they're saying how much extra am I going to have to pay and then you already forgot about the per the purchase so it's actually very bad GDU is…
Escúchalo en el minuto 37:26
Las devoluciones internacionales invalidan el duty drawback si se mezclan con inventario
ProductoLas devoluciones del extranjero que se mezclan con el inventario principal invalidan el programa de duty drawback. CBP rechaza aplicaciones por esta razón. Se requiere segregación estricta de inventario devuelto.
returns. So then, so then they get returns from abroad and that gets co-mingled with the inventory. And there's something about that that basically makes a lot of this null and void. So obviously the government doesn't want to give up revenue but they still want to have this you know you know policy of encouraging everybody to doicile in the US but they're very
Escúchalo en el minuto 6:58
Arbitraje de CPC en mercados internacionales
Canales de adquisiciónLos CPAs son más baratos en el extranjero. Si puedes igualar tu CRO al nivel de EE.UU., existe un arbitraje directo: imagine un descuento del 20% en costos por clic en la parte superior del embudo.
changes right now in uh international e-commerce. Can you break down how the recent tariff changes are kind of causing DTOC brands to rethink uh the way that they're thinking about global expansion and fulfillment? Yeah, absolutely. Thank you for having me on. Excited to chat with you about all of this. The traditional model would be a brand
Escúchalo en el minuto 1:00
Las tarifas del 30% son un piso, muchos productos pagan 45-50%
ProductoEl headline del 30% es un piso. Para muchas categorías de productos, la tarifa real es de 45% a 50%.
to uh to other markets. Um that's one that's one big consideration brands are starting to approach. The second big consideration is do they want to uh stand up a duty drawback program. So um this is something where the US government it encourages brands to do what I just described the old method of doiciling everything in the US and if you have to serve a foreign market great serve it with from a US warehouse with American labor all of that. And one of the ways in which the US government
Escúchalo en el minuto 2:50
EE.UU. es solo 330M de 8B de personas: la complacencia del mercado doméstico
Investigación de mercado y clienteLas marcas estadounidenses se han vuelto complacent con solo el mercado de EE.UU. (330M personas) ignorando los 8B restantes. Las marcas canadienses a menudo tienen 80% de ventas en EE.UU. y 5% en el resto del mundo.
the US is only only you know still the biggest market in the world all of that but only you know 330 million plus people um and the rest of the world is 8 billion. So really we're just a fraction of the demand base around the world and brands have um just grown complacent with just having the US as their market especially American brands or even Canadian brands for that matter. Um, you know, I routinely talk to Canadian brands that, you know, 80% of their sales is US, you know, and like 15% is Canada, 5% rest of world, you know, so a lot of brands have become complacent and now they're really…
Escúchalo en el minuto 4:29
Las marcas fuertes con comunidad sobreviven mejor las tarifas
MarcasMarcas con una comunidad fuerte y un following dedicado van a estar bien al final del día. Hay pocas marcas así en el mundo y la mayoría manufactura en los mismos países, así que la diferenciación viene de la marca, no del origen de manufacturing.
good example that comes to mind is Dolls Kill. They're a great strong brand, huge following outside the US, huge following in the US. a lot of their stuff is made in China and um they made some fast moves, you know, and I think that they started to break out tariff as a separate line item. They started to get creative with how they're testing that stuff out. So really, really impressive team there. Really fast moving. Um and I think at the end of the day, strong brands like that that have a following, a community, they're going to do fine at the end of the day. you know, there's um there's…
Escúchalo en el minuto 24:28
Inventory matching: requisito central para duty drawback
ProductoEl gobierno exige que cada SKU importada y su tarifa pagada se emparejen exactamente con el SKU exportado. Sin un buen sistema de gestión de inventario (IMS/WMS) y datos limpios de SKU, la solicitud será rechazada por CBP.
this core principle of inventory matching. Meaning when you import a widget, you know, skew A123, the government wants to make sure that you're not willy-nilly getting a refund on whatever you want. you know, you sure you shipped something abroad, but you know, um it's it's important for you to um match that specific skew and the duty that you paid for that very specific skew to the very specific skew that you're exporting. That's like the core principle of it all. And if you don't have a good inventory management system and or there's some overlap with your warehouse management system, your…
Escúchalo en el minuto 5:40
Pronóstico de tarifas: línea base 10-20%, China 30-50%
Investigación de mercado y clienteLa mayoría de países tendrán tarifas promedio de 10-20%. Los grandes exportadores como India estarán cerca del 20%. China estará entre 30% y 50%. Esto es permanente bajo Trump. Los aranceles para China son bipartisistas: Trump 1, Biden no los bajó.
diversify their downstream demand. So the US is only only you know still the biggest market in the world all of that but only you know 330 million plus people um and the rest of the world is 8 billion. So really we're just a fraction of the demand base around the world and brands have um just grown complacent with just having the US as their market especially American brands or even Canadian brands for that matter. Um, you know, I routinely talk to Canadian brands that, you know, 80% of their sales is US, you know, and like 15% is Canada, 5% rest of world, you know, so a lot of brands have…
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Mostrar tarifas como línea separada en checkout
ConversiónAgregar una línea en el checkout que diga 'tarifas' como elemento separado. Esto transparenta el costo adicional y puede ser una estrategia viable para brands que no quieren absorber el costo completo.
which is to add a line at checkout that said like tariffs or something like that, you know, and make that explicit. Have you seen that? I have. Yeah, I have. I have seen brands doing that. Yeah. And and is it effective? Uh, I'm not sure. I'd have to check back in on that particular case as to whether it's impacted things or not, but yeah, I think it's I think it's definitely a viable strategy. Yeah. Yeah. I mean
Escúchalo en el minuto 21:57
La leniencia postal en Canadá se ha reducido significativamente
MarcasExiste un concepto llamado 'postal leniency' donde no todos los paquetes postales que cruzan fronteras se inspeccionan para cobrar aranceles. Históricamente era aproximadamente 1% de los paquetes; ahora ha aumentado a 10-15% o más, especialmente en la Costa Oeste de Canadá (BC) donde instalaron nuevas máquinas de inspección. Esta reducción erosiona la ventaja de usar canales postais para DDU.
called postal leniency where they basically only assess call it I I don't even know what the number is. It used to be very low. They used to assess like 1%. Now it's probably like 10% 15%. I actually don't even know what the what the number is but um you know you know you know what it might be you're on the West Coast, right? You're in British Columbia. Yep. Yeah. You know, I think I think I remember hearing that like in British Columbia they like installed some new machines or something like that and now like pretty much everything gets caught into British Columbia, but the Toronto region is…
Escúchalo en el minuto 35:52
Las tarifas como experimento natural de la curva de demanda
ConversiónEl aumento de precios por tarifas es una oportunidad para testar la curva de demanda. Si la demanda no cae significativamente, la marca debería haber subido precios antes. Si cae, confirma el precio correcto.
surely it's just supply and demand when price goes up demand ever so slightly goes down right so um just the question is how much does it go down and it also becomes a really interesting natural experiment for your brands to test the demand curve you know they're like oh shoot I should have raised my price earlier demand did not go down you know that that can also happen as well you
Escúchalo en el minuto 22:21
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