- 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's tariffs are pressuring Nike and other companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.
Yue Yuen shifts shoe production from China to Vietnam and Cambodia amid tariffs
What happened
Yue Yuen is shifting shoe production from China to Vietnam and Cambodia due to tariff pressures. reports that while Yue Yuen's September shipments and manufacturing revenues rose 6.6% year-over-year, core shoe manufacturing revenue was down 3.8% for the nine months ended September 2026. notes that China's shoemakers have faced pressure following reciprocal tariffs imposed by Donald Trump in April 2025.
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Why it matters
The shift reflects a broader industry trend where companies are diversifying supply chains away from China due to tariffs imposed by Donald Trump. Yue Yuen manufactures products for major brands including Adidas, Nike, and Salomon. This move impacts the global manufacturing base for footwear.
Trump's tariffs are pressuring companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.
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Who's involved
- Pou Sheng InternationalShoe manufacturer shifting production from China to Vietnam and Cambodia.
- ChinaCountry where Yue Yuen is shifting production away from due to tariffs.
- VietnamCountry receiving shifted shoe production from Yue Yuen.
- Donald TrumpU.S. President who imposed reciprocal tariffs pressuring Chinese shoemakers.
- AdidasMajor brand whose products Yue Yuen manufactures.
- SalomonMajor brand whose products Yue Yuen manufactures.
- Adidas AGGerman multinational corporation whose products Yue Yuen manufactures.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Adidas AGSpeculative
Adidas AG might see changes in production costs or supply chain logistics as Yue Yuen shifts manufacturing.
- SalomonSpeculative
Salomon might see changes in production costs or supply chain logistics as Yue Yuen shifts manufacturing.
- ChinaSpeculative
China might see erosion of its status as a low-cost provider in the footwear industry.
Keep exploring
Part of
Trump's tariffs are pressuring Nike and other companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.Also in this story
- Trump tariffs caused a $1 billion hit to Nike, leading to warnings of higher prices and inflation concerns as companies adjust sourcing from China.
- Trump's tariffs on Vietnamese imports are impacting major companies like Nike and Adidas, leading to expert analysis on the trade policy's consequences.
- Trump set tariffs on goods from China at 30%, later reaching a deal that left the tariff at 20%.
- Nike is shifting manufacturing away from China to Vietnam, utilizing new trade deals to ease tariff concerns.