Nike, Under Armour and others face supply problems in Vietnam

CNN2021-10-04

New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes. In particular, some of ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Qwinbie
2021-10-04
Qwinbie
Struggling to deal with Delta variants. Who knows if after this variant, other new variants will emerge and change the game plans again?
frusty
2021-10-04
frusty
Like
Jimmyboy
2021-10-04
Jimmyboy
Please like
EugeneLiew
2021-10-04
EugeneLiew
Like Pls
Msx01
2021-10-04
Msx01
Pls like
- EugeneLiew:
  K
- 60d48e1:
  Long Nike now as this news fade
JY_02222
2021-10-04
JY_02222
Like pls

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1145326625?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-10-04 17:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1145326625","market":"us","top_or_hot":-1,"title":"Nike, Under Armour and others face supply problems in Vietnam","media":"CNN","content":"<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Under Armour and others face supply problems in Vietnam</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Under Armour and others face supply problems in Vietnam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CPRI","symbol_name":"Capri Holdings Ltd","start_time":0,"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","article_id":"1145326625","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1145326625","pubTimestamp":1633340927,"sourceInfo":null,"weMediaInfo":null,"summary":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at po","collect":0,"end_time":0,"defaultTopTitle":"cnn.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CPRI":"Capri Holdings Ltd","NKE":"耐克","TPR":"Tapestry Inc.","DECK":"Deckers Outdoor Corporation"},"translate_title":"耐克、安德玛和其他公司在越南面临供应问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CPRI":0.9,"DECK":0.9,"NKE":0.9,"TPR":0.9},"content_text":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.\nIn late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.\nNike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.\nBut as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.\nEven when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.\nVietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"\nUgg, Coach and Michael Kors have exposure\nVietnam is a crucial supplier to the US in particular for apparel and footwear.\n\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.\nIn July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.\nThe government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.\nAll of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.\nIn a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"\nOther brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).\nLyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.\n\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.\nTeen retailer PacSun is expecting an impact to the holiday season.\nBrieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.\nOlson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.\nNow, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.\nAnd there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":820393196,"gmtCreate":1633350470293,"gmtModify":1633350470480,"author":{"id":"4093065514765090","authorId":"4093065514765090","name":"Qwinbie","avatar":"https://static.tigerbbs.com/9fb5fbddef00b7268ea877d0ed2f1846","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Struggling to deal with Delta variants. Who knows if after this variant, other new variants will emerge and change the game plans again?","listText":"Struggling to deal with Delta variants. Who knows if after this variant, other new variants will emerge and change the game plans again?","text":"Struggling to deal with Delta variants. Who knows if after this variant, other new variants will emerge and change the game plans again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820393196","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":820976562,"gmtCreate":1633348206187,"gmtModify":1633348206776,"author":{"id":"3555119187338975","authorId":"3555119187338975","name":"frusty","avatar":"https://static.tigerbbs.com/46c85297aaa1b07647be4b2ca33ea8e8","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820976562","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":820954053,"gmtCreate":1633345372025,"gmtModify":1633345372618,"author":{"id":"3582072891665879","authorId":"3582072891665879","name":"Jimmyboy","avatar":"https://static.tigerbbs.com/cb9d5d497bceb3edaca216e9eeab3c22","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820954053","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":820921892,"gmtCreate":1633343647966,"gmtModify":1633343655866,"author":{"id":"3574576689548890","authorId":"3574576689548890","name":"EugeneLiew","avatar":"https://static.tigerbbs.com/0d4031f632b0a518470824ad570ffd26","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Like Pls&nbsp;","listText":"Like Pls&nbsp;","text":"Like Pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820921892","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":820929928,"gmtCreate":1633343444271,"gmtModify":1633343444837,"author":{"id":"3569922361666902","authorId":"3569922361666902","name":"Msx01","avatar":"https://static.tigerbbs.com/c57e95b88f5085ec8c97e84ebccac4b9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/820929928","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6088315,"gmtCreate":1633344132577,"gmtModify":1634722313584,"authorId":3574576689548890,"author":{"id":3574576689548890,"authorId":3574576689548890,"name":"EugeneLiew","avatar":"https://static.tigerbbs.com/0d4031f632b0a518470824ad570ffd26","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":820929928,"type":1,"supId":0,"prevId":0,"content":"<u>K</u>","text":"<u>K</u>","html":"<u>K</u>"},{"id":6088848,"gmtCreate":1633349126235,"gmtModify":1634722276300,"authorId":3577963183517164,"author":{"id":3577963183517164,"authorId":3577963183517164,"name":"60d48e1","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":820929928,"type":1,"supId":0,"prevId":0,"content":"Long Nike now as this news <u>fade</u>","text":"Long Nike now as this news <u>fade</u>","html":"Long Nike now as this news <u>fade</u>"}],"langContent":"CN"},{"id":820964435,"gmtCreate":1633343150942,"gmtModify":1633343151311,"author":{"id":"3581989267840978","authorId":"3581989267840978","name":"JY_02222","avatar":"https://static.tigerbbs.com/56c9cab1743301942105239814a6ac4a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820964435","repostId":1145326625,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":92,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1145326625"}