Brind.
  1. The industry trend of importers shifting manufacturing bases from China to Vietnam and India is being analyzed in light of Donald Trump's tariffs, with input from Capital Economics.

Trump Tariffs Drive Footwear Industry Supply Chain Diversification

7 reports, 5 independent Updated Jul 17
Gone quiet Reached 4 outlets in its first 24 hours
Reports
7
Developments
15
Repetition
29%

New informationRepeats or wire copies

AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Well supportedReported by 5 independent outlets

Tariffs on goods from China were set at 30 percent, though a later deal reduced this rate to 20 percent. New tariffs also apply to Southeast Asian sourcing regions, with goods from Vietnam facing a 20 percent tariff and those from Indonesia facing a 19 percent tariff. In response to these trade policies, Nike has been shifting manufacturing away from China to Vietnam, utilizing new trade deals.

From Yahoo Finance

Why it matters

Some supportBrind's analysis of the reports

The imposition of these tariffs has put pressure on footwear stocks, including Nike, Deckers, and On Holding. Nike's global production relies heavily on Vietnam, which accounted for 51 percent of its footwear production, followed by Indonesia at 28 percent and China at 17 percent. The policy changes are prompting a broader industry trend of shifting manufacturing bases away from China.

The industry trend of importers shifting manufacturing bases from China to Vietnam and India is being analyzed in light of Donald Trump's tariffs, with input from Capital Economics.

From Yahoo Finance, Footwear News

Who's involved

  • Donald TrumpImposed tariffs and trade policies that are influencing global supply chains.
  • NikeA major athletic equipment company adjusting its sourcing strategy due to tariff pressures.
  • ChinaA major manufacturing hub whose production is affected by tariffs and trade measures.
  • VietnamA key Southeast Asian nation receiving increased manufacturing from companies like Nike.
  • IndonesiaA Southeast Asian nation that serves as a critical manufacturing hub for Nike's global footwear production.

Possible ripples

Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.

How it developed

Newest first. Tap a step to see who reported it.
  1. Yue Yuen is shifting production of major shoe brands from China to Vietnam and Cambodia due to tariff pressures.Sub-event
  2. Nike's production base in Vietnam, Cambodia, and Indonesia is strategically vital to the US footwear industry, accounting for significant global production shares.Sub-event
  3. Greer announced tariff decisions as firms diversify away from China, citing Brazil as a key source.1 source
  4. Trump tariffs caused a $1 billion hit to Nike, leading to warnings of higher prices and inflation concerns as companies adjust sourcing from China.Sub-event
  5. Trump's tariffs on Vietnamese imports are impacting major companies like Nike and Adidas, leading to expert analysis on the trade policy's consequences.Sub-event
  6. Trump set tariffs on goods from China at 30%, later reaching a deal that left the tariff at 20%.Sub-event
  7. Nike is shifting manufacturing away from China to Vietnam, utilizing new trade deals to ease tariff concerns.Sub-event
  8. ZIM has significant exposure to China, and Chinese-built ships are utilized in U.S. port calls, involving global trade partners like United Parcel Service.Sub-event
Show 7 earlier steps
  1. An Australian company, established on July 15, 2025, has formed a partnership aimed at accelerating market reach and growth, with Vietnam being a key entity.Sub-event
  2. Jewett-Cameron Trading Co Ltd is diversifying its supply chain into Vietnam, Malaysia, and Bangladesh to mitigate the impact of tariffs.Sub-event
  3. The Trump administration monitors trade undermining tariffs and anti-dumping allegations involving Indonesia.Sub-event
  4. Tariffs on Vietnam and Indonesia pressure Nike to diversify supply chains away from China.1 source
  5. Trump announced reciprocal tariffs on US imports, impacting global supply chains in Vietnam and Indonesia.1 source
  6. Tariffs, strategic pivots, and market share shifts are impacting Nike amid supply chain pressures.1 source
  7. Nike shifts sourcing from China to Vietnam amid trade policy developments.

Keep exploring

Part of

The industry trend of importers shifting manufacturing bases from China to Vietnam and India is being analyzed in light of Donald Trump's tariffs, with input from Capital Economics.

Also in this story

All 7 developments

The entities involved

Coverage

Newest first; wire copies grouped
  • wwd.com
  • Yahoo FinanceNike, Deckers, On Running among footwear stocks under pressure as Trump outlines latest tariff plans Footwear stocks, including Deckers (DECK), Nike (NKE), and On Holding (ONON), were under pressure
  • Footwear NewsHere’s What You Might Not Know About Nike’s Q4 — New Findings Revealed Nike Inc. turnaround is going to take time, but at least its challenges are understood. That’s the conclusion from BMO analyst S
  • StockStoryFunko (FNKO) Stock Trades Up, Here Is Why Shares of pop culture collectibles manufacturer Funko (NASDAQ:FNKO) jumped 5% in the afternoon session after the company's stock benefited from a broader mar
  • Investing.comNike downgraded by S&P as profitability slides, tariff pressures mount Investing.com -- S&P Global Ratings has downgraded Nike Inc (NYSE:NKE) to ’A+’ from ’AA-’ on concerns over declining margins, on
  • Unknown outlet
  • Unknown outlet