Apparel Tariffs in 2025: Brand-by-Brand Breakdown of Vietnam and Southeast Asia Risk

TLDR New U.S. tariffs raise the cost of many Vietnam-origin imports and add a higher levy risk to goods deemed transshipped through Vietnam. Brands with heavy Vietnam and Indonesia sourcing will face margin pressure and will likely adjust prices, suppliers, or routing. Logistics teams should expect surcharge pass through, SKU pruning, and tighter compliance checks on origin and components.

What changed

The U.S. announced a 20 percent tariff on many Vietnamese imports and a 40 percent levy on goods deemed transshipped through Vietnam. Category specifics still depend on exact HTS classification. The same announcement cycle triggered brand warnings about cost and potential U.S. price moves.

Brand exposure snapshot

The figures below reflect recent reporting on sourcing mix and company guidance. Use them as directional exposure, not a substitute for current season purchase orders.

Brand	Key sourcing exposure	Recent tariff guidance or signal	Likely logistics change
Nike	Footwear about 50% Vietnam, 27% Indonesia, 18% China. Sports apparel about 28% Vietnam, 16% China, 15% Cambodia.	Plans to reduce China production for U.S. bound goods to soften tariff impact. Warned of a large cost headwind.	Rebalance supplier mix, accelerate India and Indonesia for some lines, update lead times and compliance docs per lane.
Adidas	Vietnam is biggest supplier country for the brand. Around 39% footwear and 18% apparel previously reported from Vietnam.	Flagged roughly €200 million tariff cost in second half and may raise U.S. prices on new products.	SKU level pricing tests, alternate origins where feasible, closer monitoring of surcharge pass through.
Tapestry	Vietnam, Cambodia, Philippines combined about 70% of production.	Guided to about $160 million tariff hit in the fiscal year outlook.	Contract reviews with vendors, tariff surcharges in U.S. wholesale, tighter PO phasing.
Lululemon	Manufacturing about 40% Vietnam, 17% Cambodia, 11% Sri Lanka, 11% Indonesia, 7% Bangladesh.	No explicit number in recent coverage, but exposure to Southeast Asia is material.	Portfolio rebalancing across vendors, emphasize near-shore quick turn for select styles.
Ralph Lauren	About 19% Vietnam and 15% China production.	Cites diversified sourcing to manage tariff shocks.	Transactional routing checks and targeted HTS reviews to avoid overpayments or misclassification.
Abercrombie & Fitch	Roughly 35% Vietnam, 22% Cambodia, 12% India, 7% China, 25% other.	No numeric guidance, but exposure aligns with category pressure.	Supplier onboarding in India and elsewhere, add buffer days during ramp periods.
Skechers	About 40% from China and 40% from Vietnam, with gradual shift away from China.	No numeric guidance cited in recent roundups.	Lane by lane origin diversification, update port pair choices based on service reliability.
Inditex	Highly diversified production across 50 countries.	Management says it is positioned to adapt to tariff uncertainty and still sees U.S. opportunity.	Fine tune supplier geography and use short lead time hubs to stabilize assortment.

How this shows up operationally

Contracts Expect tariff pass through and price review clauses to activate. Keep a checklist that ties invoices to HTS and tariff basis.
Routing Origin shifts to Indonesia or India can change transshipment points, feeder risk, and time in port. Validate schedules with real vessel data, not brochure times.
Lead time Dual supplier ramp adds yield loss and QC holds in early months. Bake in extra days and set exception alerts on handover and customs milestones.
Compliance Document origin rules and inputs per style. A weak origin claim undercuts any savings and creates penalty risk.
Customer messaging Prepare short briefs by brand and category that explain price or delivery changes in plain language.

What to watch next

Final rule language and any product exclusions by HS chapter.
Brand earnings transcripts that specify U.S. price actions or sourcing shifts.
Purchase order timing changes that front load before tariff milestones.
Capacity signals in Vietnam, Indonesia, and India that affect actual landed cost.

Checks before you lock a plan

Are you assuming a flat 20 percent across all SKUs when HTS specifics can change the duty outcome
Do your brand exposure numbers reflect today’s POs or last season’s analyst deck
Have you priced the cost of a one week delay and QC holds during supplier ramp against the tariff you hope to avoid
Can you defend your origin and component claims if challenged

Use Tradlinx to flag bookings tied to Vietnam and Indonesia, tag them for tariff exposure, and push dynamic ETAs and cost notes to sales and finance. Replace guesswork with live vessel data and a clean audit trail of origin, HTS, and milestones.

References

Prefer email? Contact us directly at min.so@tradlinx.com (Americas), sondre.lyndon@tradlinx.com (Europe) or henry.jo@tradlinx.com (EMEA/Asia)