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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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Vietnam's new U.S. trade deal imposes steep tariffs on sneaker exports, hitting brands like Deckers Outdoor Corporation and adidas AG due to their heavy reliance on Vietnamese manufacturing. Deckers stands out with strong revenue growth, disciplined cost control, robust cash reserves, and pricing power, making it well-positioned to absorb tariff shocks. Adidas, despite recent financial improvements, faces higher risk from tariffs due to heavy inventory, less pricing flexibility, and a premium valuation that leaves little margin for error.
