The Shoe Tariff Trade: Why Nike Eats the Bill When Vietnam Gets Hit
A broad Asia-Pacific tariff schedule lands directly on Nike's cost of goods before the company can move a single factory, and domestic steel and appliance makers collect the windfall.
Washington doesn't need to name Nike in a tariff order for Nike to pay the price. When the White House or the Office of the U.S. Trade Representative raises duties on Vietnamese and Indonesian imports — countries that together supply roughly 90 percent of Nike's footwear — the math hits NKE's cost of goods almost immediately. Supply chains that took decades to build don't renegotiate in a quarter. That gap between policy announcement and operational response is where money moves.
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