Import export and global supply chain stocks are back in focus as the U.S. weighs new tariffs on goods from countries accused of weak enforcement against forced labor, with South Africa pushing hard for an exemption. For investors, that kind of policy shift can quickly reshape costs, margins, and sentiment around companies plugged into cross border trade. This article looks at 3 stocks from our Import Export and Global Supply Chain Stocks screener that appear positioned on the positive side of this news, helping you think through where tariff risk may be lower and where potential resilience might be higher.

Global-E Online (GLBE)

Overview: Global-E Online runs a direct-to-consumer cross border e-commerce platform that helps online retailers sell to shoppers around the world with localized pricing, payments, shipping, and compliance. The company acts as a behind the scenes partner so brands can reach international customers without rebuilding their systems for each country.

Operations: Global-E Online generates about US$1.0b from internet information provider services, with revenue largely coming from shoppers in the United States, United Kingdom, and European Union, plus smaller contributions from Israel and other regions.

Market Cap: US$6.46b

Global-E Online sits at the point where tariff policy and e-commerce meet, which is why potential new U.S. tariffs and South Africa’s push for exemptions matter. The company’s core role is helping merchants handle complex duties, reclaim import charges, and adjust fulfillment models, which can make its platform more useful as trade rules tighten. Recent acquisitions such as Passport Global and a US$500m buyback authorization add scale and signal confidence. At the same time, a higher P/E, reliance on partners such as Shopify, and recent insider selling are notable considerations that may influence how investors view the company.

Global-E Online’s behind the scenes grip on cross border e-commerce could be stronger than headline P/E ratios suggest, but the real story sits in the 3 key rewards and 1 important warning sign

MINISO Group Holding (MNSO)

Overview: MINISO Group Holding is a China based retailer that sells low cost, design led lifestyle products and pop toys under the MINISO and TOP TOY brands through a global store network and online channels, targeting shoppers who want fast changing, giftable items across categories from home decor and beauty tools to snacks and collectibles.

Operations: MINISO Group Holding generates about CN¥15.1b from MINISO branded stores in Mainland China, CN¥9.0b from MINISO branded stores overseas, and CN¥2.7b from TOP TOY, with segment adjustments of roughly CN¥4.1b.

Market Cap: US$3.54b

MINISO Group Holding gives you exposure to global discount retail at a time when tariffs and labor scrutiny are front of mind, and management is actively shifting sourcing and pricing so higher import costs can be passed through or offset. The company is leaning into store growth and larger “super stores”, while TOP TOY and IP driven products support pricing power. Profit margins have softened to 9% and earnings declined over the past year, so execution quality really matters. With earnings growth forecasts, a P/E below many peers, and a sizeable buyback alongside insider share purchases, investors watching MINISO now need to understand how its supply chain adjustments, tariff planning and capital returns fit together with the 4 key rewards and 2 important warning signs

MINISO’s accelerating store roll out, softer 9% margins, and tariff reshuffling could be masking the real story for this stock, and the 4 key rewards and 2 important warning signs might be where the crucial twist sits

Temple & Webster Group (ASX:TPW)

Overview: Temple & Webster Group runs an online only retail platform in Australia that sells furniture, homewares, and home improvement products, while also offering procurement, styling, delivery, and installation services so customers can manage most of their home projects in one place.

Operations: Temple & Webster Group generates about A$662.9m from the sale of furniture, homewares, and home improvement products in Australia.

Market Cap: A$655.0m

Temple & Webster Group sits at the crossroads of cross border sourcing and Australian online retail, so any shift in U.S. tariff policy and global trade costs matters for its dropship heavy model. The opportunity is clear. Earnings grew 21.7% over the past year, analysts expect strong multi year earnings growth, and the stock is trading below one estimate of fair value, while management is backing that view with an ongoing buyback that has already retired just over 3% of shares. The flip side is a very high P/E, reliance on overseas suppliers that could face tariff or freight cost changes, and past index removal that has weighed on recent share price performance. This means the real risk reward trade off is not as simple as it first appears.

Temple & Webster Group’s earnings momentum and buyback are grabbing attention, but the real tension is how that story lines up with expectations. Get the full picture in the analyst forecasts for Temple & Webster Group and see what might be hiding in plain sight.

The 3 stocks covered here are only a starting point, and the full Import-Export and Global Supply Chain Stocks screener surfaces 16 more companies tied to import export and global supply chain themes that each have their own story around tariffs, sourcing, and demand. Use Simply Wall St to identify, analyze, and filter for the exact catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this space.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.