The Gap, Inc.GAP
▼ ネガティブ関税関連度
Vietnam, a key production base for Gap, faces a 12.5% US tariff, higher than rivals, raising costs and threatening supply chain competitiveness.
資産への影響 5
Consumer Discretionary
The Gap, Inc.
Nike IncNKE
▼ ネガティブ関税関連度
Nike relies heavily on Vietnam for manufacturing; the 12.5% tariff increases costs and may erode margins relative to competitors in lower-tariff countries.
Ralph Lauren Corp Class ARL
▼ ネガティブ関税関連度
Ralph Lauren uses Vietnam as a key production base; the higher tariff raises import costs and disadvantages it versus rivals with access to lower duties.
Under Armour Inc AUAA
▼ ネガティブ関税関連度
Under Armour sources from Vietnam; the 12.5% tariff increases production costs and may hurt competitiveness against brands with lower-tariff sourcing.
その他
⛏Cotton Futures
COTTON
▲ ポジティブ関税関連度
The tariff on Vietnam may reduce Vietnamese demand for US cotton, but the textile mechanism linked to US cotton imports for rival countries could boost US cotton demand overall.