Trade tensions are back on center stage. Earlier this week, US President Trump just struck a high-stakes tariff deal with Vietnam—slashing proposed import tariffs while cracking down on transshipped goods, especially those with links to China. With the latest U.S.-Vietnam trade framework signaling major supply chain shifts and tariff dynamics, how will brands like Nike, Lululemon, Under Armor and Levi’s adapt?
From performance gear to premium yoga pants, join Dan Koh and Ryan Huang as they unpack how Vietnam’s new deal with the U.S. could reshape sourcing strategies, profit margins, and stock trajectories.
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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek