ベトナム、米国から12.5%の関税賦課で競合国より不利に、最大の衣料品輸出国の座にリスク

Vietnam, a key production base for Gap, faces a 12.5% US tariff, higher than rivals, raising costs and threatening supply chain competitiveness.

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 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 sources from Vietnam; the 12.5% tariff increases production costs and may hurt competitiveness against brands with lower-tariff sourcing.