Leading American Apparel Brands Will Likely Pay These Tariffs
By Reuters | 08 Jul, 2025

US brands like Ralph Lauren, Nike, Skechers and Michael Kors face varying tariff levels based on what they manufacture in Asian nations.

U.S. clothing retailers and footwear companies are facing heightened tariff exposure after the White House said it would put levies on more than a dozen nations, including several Asian countries like Vietnam and Indonesia, that supply large volumes of textiles to U.S. companies. Those levies range roughly from 25% to 40%.

Here is a breakdown on the potential tariff exposure for U.S. consumer apparel and footwear companies, based on where their manufacturing operations are located.

RALPH LAUREN:

Ralph Lauren produces most of its goods outside the United States, with about 19% from Vietnam and 15% from China, according to an April Raymond James report. The company said in May that supply chain is diversified enough to allow it to deal with supply disruptions. 

NIKE:

Nike imported about 43% of its goods into the United States, according to Raymond James. Its sports footwear manufacturing is 50% from Vietnam, 27% from Indonesia, and 18% from China, according to Bernstein analysts. Sports apparel production breaks down as follows: 28% from Vietnam, 16% from China, and 15% from Cambodia. The company in June said it would allocate production differently to try to deal with the tariffs.

SKECHERS:

Skechers sources about 40% of its products from both China and Vietnam, according to Raymond James. The company has been redirecting imports away from China and relocating some production. 

CAPRI:

Capri's Michael Kors line is mostly produced in Asia, while Italy is its primary production source for Jimmy Choo. The company has been expanding production in Vietnam, Indonesia, and Cambodia.

TAPESTRY:

Tapestry's sources primarily from Vietnam, Cambodia, and the Philippines, which combined represent about 70% of its production, the company noted in its May earnings release.

AMERICAN EAGLE:

American Eagle sources primarily in Asia, Raymond James wrote. The company is reducing its sourcing from China in 2025.

ABERCROMBIE & FITCH:

Abercrombie & Fitch's sourcing was as follows: 35% from Vietnam, 22% from Cambodia, 12% from India, 7% from China, and 25% “other” in fiscal year 2024, according to Raymond James. 

LULULEMON:

Lululemon fabric sourcing is 35% from Taiwan, 28% from China, 11% from South Korea, according to Raymond James analysts. Manufacturing is 40% Vietnam, 17% Cambodia, 11% Sri Lanka, 11% Indonesia, 7% Bangladesh.

PUMA:

Puma sources 30% of goods from China, 26% from Vietnam, 13% from Cambodia, and 12% from Bangladesh, according to Bernstein analysts.