The supply chain for sports shoes is a painting point in the Trump War identification

The VOMERO 18 Running shoe in the Nike Store in New York features a thick design, price marks and tongue signs of $ 150 woven with a message “made in Vietnam”.

This last fact is a major problem of Nike plans to turn during the Elliott Hill CEO, who this year launched a VOMERO 18 for the retreat of contestants who turned into other brands. Vietnam has become the World Sports Shoe Manufacturing Center – and is subject to some of the most American tariffs imposed by US President Donald Trump this week.

Trump said he wanted to re -manufacture to American beaches. Analysts say the most likely effect will be the highest prices for coaches, as the United States lacks factories with specialized equipment to make shoes and workers with knowledge to operate them.

The US -based NIKE has started its manufacturing in Vietnam in 1995, through five shoe factories, and has become one of the first foreign investors in the country and contributing to its exports and economic growth. The company quickly expanded the suppliers in the following years and created thousands of jobs, which were attracted by the cheapest workforce.

Nike It now has 130 suppliers-in Vietnam that produces shoes, clothes and equipment, and the country represents half of the shoe production.

AdidasHer opponent in Germany, gets 39 percent of its shoes from a country of Southeast Asia.

The new Trump tariff, which costs 46 percent, will be placed on the highest 20 percent of the fees that have already been paid on US sports shoes with the upper parts of the fabric, according to the American Apparel & Footwear.

Chris Rogers, head of the S& P Global Market Intelligence, said that manufacturers can open trainers in new countries, but transporting shoe supply chains usually takes about two years. Companies usually plan such changes in a five -year cycle.

Adam Kokran, a Deutsche Bank analyst, suggested that Mexico, Brazil, Turkey and Egypt be alternatives to Vietnam as manufacturing centers. However, due to the long demand contracts with suppliers, it will take from 18 to 24 months for any decision to lead to concrete changes on the ground.

Also, Trump imposed the so -called Mutual Definitions at a rate of at least 10 percent on almost each commercial partner. For major shoe centers like China and Indonesia, new prices are more than three times.

“Finding a cheaper market without leaving the planet will be difficult,” said David Marcot, the first vice president of the Kantar Consulting Trade.

Nike did not respond to a request for comment. In a quarterly report submitted on Thursday, the company said: “We move through many external factors that create uncertainty and volatility in the operating environment, including, but not limited to, geopolitical dynamics, new customs tariffs, tax regulation, foreign exchange rates.”

The company was appointed last year Hill As an executive head after falling into the stagnation of sales as operating shoes from smaller competing brands such as ON and Hoka, hold the market share.

Her shares fell to the lowest level in almost eight years this week, as investors are afraid of costs associated with the new Trump tariffs.

“For a brand for shoes,” Dylan Carden, a William Blair analyst, said. ” You can try to pay the price on consumers, and charge more. Or you can eat it. ”

Cochrane has estimated that Adidas and Puma, another German -based brand with comprehensive manufacturing operations in Vietnam, will need to increase prices in the United States by about 20 percent to maintain a total profit profit after customs tariffs, although high prices may spread over time to reduce the damage of the market share and the working profits. He said that both companies may be better than Nike, as they sell less in the United States.

Felix Denel, Metzler Bank, said that Adidas “is in a good position” to increase prices due to “the momentum of the broad brand in both lifestyle and performance sectors.”

Puma, on the other hand, you will find that it is extremely difficult to transfer the increasing costs. ”Her efforts to restore the brand as a distinguished shoe maker have failed so far in the acquisition of momentum – one of the reasons replacing CEO of Puma Arni Freundt Thursday.

In general, sports commodity manufacturers “examined the scope of its products in the United States,” said Dennl, skipping less profitable products.

Adidas refused to comment. “It has a multi -country strategy, and many long -term partners at our supplier base can be produced in many different countries.”

Vietnam received a new wave of manufacturing investments during the first period of Trump in his post, when he started a trade war with Beijing that prompted companies to divert production away from China. Suppliers of shoe manufacturers in Vietnam are not only local companies, but also South Korea and Taiwanese groups that are working there.

Immigration to Vietnam has led to a surplus of trade with the United States to the balloon to $ 123.5 billion last year, the third larger after China and Mexico. The White House uses trade balance numbers account The “mutual” tariff rates for each country.

Cochrane, DEUTSCHESHE Bank analyst, said that trained brands may have to “reduce the sizes of requests and redirect more products to Europe, the Middle East and China”, which may increase competition in those areas.

In the United States, where 99 percent of the shoes are imported, Cardin said that the market may become more like the Soviet Union, when the Russian population paid foreign visitors with a handsome premium on the jeans.

He said: “We are behind the iron curtain.”

Data analysis by Clara Murray