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Deckers Outdoor Vs. adidas: Who's Better Ready For Vietnam's New Tariff Era?
Seeking Alphaยท 2025-07-07 16:00
Group 1 - The article discusses a new U.S.-Vietnam trade deal that significantly impacts the sneaker industry, highlighting Vietnam's position as the manufacturing leader in this sector [1] - Vietnam will incur a 20% tariff on every sneaker exported to the U.S., which could affect pricing and competitiveness in the market [1] Group 2 - The author expresses a strong interest in finance and investing, particularly in sectors such as AI, fintech, and technology, indicating a focus on long-term growth and business analysis [1] - The article emphasizes the importance of understanding business models, earnings performance, and competitive positioning when analyzing publicly traded companies [1]