US brands face tariff blow as White House targets Asian suppliers

Shoppers cast shadows while carrying bags — US clothing retailers and footwear companies are facing heightened tariff exposure. (Source: Reuters/Kevin Lamarque)

By Samantha Marshak July 9, 2025

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US clothing retailers and footwear companies are facing heightened tariff exposure after the White House said it would put levies on more than a dozen nations, including several Asian countries like Vietnam and Indonesia, that supply large volumes of textiles to US companies. Those levies range roughly from 25 per cent to 40 per cent.

Here is a breakdown on the potential tariff exposure for US consumer apparel and footwear companies, based on where their manufacturing operations are located.

Ralph Lauren:

Ralph Lauren produces most of its goods outside the United States, with about 19 per cent from Vietnam and 15 per cent from China, according to an April Raymond James report. The company said in May that supply chain is diversified enough to allow it to deal with supply disruptions.

Nike:

Nike imported about 43 per cent of its goods into the United States, according to Raymond James. Its sports footwear manufacturing is 50 per cent from Vietnam, 27 per cent from Indonesia, and 18 per cent from China, according to Bernstein analysts. Sports apparel production breaks down as follows: 28 per cent from Vietnam, 16 per cent from China, and 15 per cent from Cambodia. The company in June said it would allocate production differently to try to deal with the tariffs.

Skechers:

Skechers sources about 40 per cent of its products from both China and Vietnam, according to Raymond James. The company has been redirecting imports away from China and relocating some production.

Capri:

Capri’s Michael Kors line is mostly produced in Asia, while Italy is its primary production source for Jimmy Choo. The company has been expanding production in Vietnam, Indonesia and Cambodia.

Tapestry:

Tapestry’s sources primarily from Vietnam, Cambodia, and the Philippines, which combined represent about 70 per cent of its production, the company noted in its May earnings release.

American Eagle:

American Eagle sources primarily in Asia, Raymond James wrote. The company is reducing its sourcing from China in 2025.

Abercrombie & Fitch:

Abercrombie & Fitch’s sourcing was as follows: 35 per cent from Vietnam, 22 per cent from Cambodia, 12 per cent from India, 7 per cent from China, and 25 per cent “other” in fiscal year 2024, according to Raymond James.

Lululemon:

Lululemon fabric sourcing is 35 per cent from Taiwan, 28 per cent from China, 11 per cent from South Korea, according to Raymond James analysts. Manufacturing is 40 per cent Vietnam, 17 per cent Cambodia, 11 per cent Sri Lanka, 11 per cent Indonesia, 7 per cent Bangladesh.

Puma:

Puma sources 30 per cent of goods from China, 26 per cent from Vietnam, 13 per cent from Cambodia, and 12 per cent from Bangladesh, according to Bernstein analysts.