From Morningstar: 2025-04-04 05:38:00

The Trump administration announced higher-than-expected tariffs on apparel imports to the US, affecting 98% of clothing and 99% of footwear sold in the country, primarily from Asia. Key sourcing countries like China, Vietnam, and Bangladesh face tariffs of 54%, 46%, and 37%, respectively, potentially impacting the industry’s operating margins and demand.

Sportswear firms like Nike, Adidas, Lululemon, and Deckers have high exposure to the new tariffs due to key sourcing from China and Vietnam. Nike, with a discounted stock value of $112 per share, has the financial strength to overcome near-term challenges. The impact of the tariffs remains uncertain, depending on their duration and potential trade war repercussions.



Read more at Morningstar: US Apparel Industry: Tariffs Are Potentially…