全球最大珠宝商潘多拉：将生产转移回美国“根本行不通”

Core Viewpoint - Pandora's CEO Alexander Lacik stated that the company has no plans to restructure its Asian supply chain despite threats from Trump's trade war, emphasizing that relocating production to the U.S. is economically unfeasible [1]. Group 1: Supply Chain and Production - Approximately one-third of Pandora's business comes from the U.S., making it vulnerable to tariffs, as 95% of its jewelry is produced in Thailand [2]. - Lacik highlighted that establishing a new factory would take about three years and requires skilled artisans, which are currently available in Thailand where nearly 15,000 craftsmen work for Pandora [2][4]. - The company faces two main obstacles: the availability of skilled labor and the high labor costs associated with relocating production to the U.S. [4]. Group 2: Economic Considerations - The economic implications of moving production to the U.S. are significant, as the costs would be prohibitively high [4]. - Pandora will continue its low-cost production strategy in Southeast Asia, which means the company will either absorb the tariffs or pass the additional costs onto consumers [4].