SoloDav
2021-10-04
Low on supply = weak sales for Q4??
Nike, Under Armour and others face supply problems in Vietnam<blockquote>耐克、安德玛等公司在越南面临供应问题</blockquote>
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That's led brands from PacSun to Nike to warn about the effects on their supply.</p><p><blockquote>特别是，美国一些最大的服装和鞋类销售商列举了加剧压力的一个催化剂：越南第二波冠状病毒爆发导致工厂关闭。这导致从PacSun到Nike等品牌警告其供应受到影响。</blockquote></p><p> In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p><p><blockquote>9月下旬，耐克(NKE)因供应链问题下调了全年销售预期，尽管其首席执行官指出消费者需求强劲。</blockquote></p><p> Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p><p><blockquote>耐克约四分之三的鞋子在东南亚生产，越南和印度尼西亚分别占51%和24%。</blockquote></p><p> But 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.</p><p><blockquote>但由于越南政府实施了与大流行相关的限制，包括从7月到9月强制关闭工厂数周，耐克表示，该公司遭受了10周的生产损失。</blockquote></p><p> Even 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.</p><p><blockquote>耐克首席财务官Matthew Friend在最近的财报看涨期权上表示，即使工厂开始重新开放（该公司预计从10月份开始分阶段重新开放），全面生产也可能需要几个月的时间。耐克公司高管在看涨期权期间表示，目前耐克在越南的一半服装厂已经关闭。</blockquote></p><p> Vietnam 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.\"</p><p><blockquote>越南占运动品牌安德玛鞋类和服装产量的三分之一。Under Armour(UA)首席执行官Patrik Frisk在8月份最近一次财报看涨期权上表示，该公司正在密切关注工厂关闭对其供应链的影响，称其为“发展中的情况”。</blockquote></p><p> Ugg, Coach and Michael Kors have exposure</p><p><blockquote>Ugg、Coach和Michael Kors都有曝光</blockquote></p><p> Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p><p><blockquote>越南是美国的重要供应商，尤其是服装和鞋类。</blockquote></p><p> \"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.</p><p><blockquote>“它是美国非常大的合作伙伴。它是我们服装和鞋类的第二大来源，”行业组织美国服装和鞋类协会的总裁兼首席执行官史蒂夫·拉马尔说。根据AAFA的数据，中国是最大的服装和鞋子供应国。</blockquote></p><p> In 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.</p><p><blockquote>7月，越南陷入了由疑似病毒新变种引起的冠状病毒爆发的阵痛，越南卫生部长表示，这导致该国工业区新感染病例迅速蔓延。</blockquote></p><p> The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p><p><blockquote>政府随后实施了严格的封锁，并暂时关闭了那里的工厂，直到8月中旬，然后延长到9月。一些工厂仍然关闭。</blockquote></p><p> All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p><p><blockquote>所有这些都意味着从运动鞋和凉鞋到牛仔裤、连衣裙、T恤、夹克等各种产品的生产都陷入停滞。</blockquote></p><p> In 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.\"</p><p><blockquote>BITG分析师卡米洛·里昂(Camilo Lyon)在上个月的一份研究报告中表示，耐克和阿迪达斯等运动鞋品牌面临的供应链严重中断的风险最大，因为“近年来，越南一直是中国的强大制造替代品”。</blockquote></p><p> Other 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).</p><p><blockquote>他说，其他在越南拥有大量制造业务的品牌包括Ugg制造商Deckers Outdoor(DECK)、Columbia Sportswear、Coach母公司Tapestry(TPR)和Capri Holdings（拥有Michael Kors品牌）。</blockquote></p><p> Lyon 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.</p><p><blockquote>里昂估计，封锁结束后，越南的工厂可能需要五到六个月的时间才能恢复正常运行。每当他们重新上线时，他都会预料到另一个问题：人员配备。</blockquote></p><p> \"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p><p><blockquote>“越南工厂也可能很难让工人在封锁后重返工作岗位，”他说。</blockquote></p><p> Teen retailer PacSun is expecting an impact to the holiday season.</p><p><blockquote>青少年零售商PacSun预计这将对假期产生影响。</blockquote></p><p> Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p><p><blockquote>PacSun总裁Brieane Olson在8月份接受CNNBusiness采访时表示，其约10%的商品来自越南。</blockquote></p><p> Olson 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.</p><p><blockquote>奥尔森表示，由于全球供应链持续延迟，该零售商今年的返校库存已经面临两到四周的延迟。</blockquote></p><p> Now, 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.</p><p><blockquote>她说，现在，冬季和假日季的新产品也可能面临另外四周的延迟，这使得牛仔裤、上衣、毛衣和运动衫的新时尚和款式及时进入商店成为一项挑战。</blockquote></p><p> And 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.</p><p><blockquote>奥尔森说，这对消费者还有额外的影响：产品减少意味着零售商将取消折扣，“因为没有必要”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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<blockquote>耐克、安德玛等公司在越南面临供应问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-10-04 17:48</span>\n</p>\n</h4>\n</header>\n<article>\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.</p><p><blockquote>纽约（CNN）购物者需求激增，加上集装箱短缺和港口瓶颈，已经引发了从汽车到鞋子等产品的供应紧张。</blockquote></p><p> In 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.</p><p><blockquote>特别是，美国一些最大的服装和鞋类销售商列举了加剧压力的一个催化剂：越南第二波冠状病毒爆发导致工厂关闭。这导致从PacSun到Nike等品牌警告其供应受到影响。</blockquote></p><p> In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p><p><blockquote>9月下旬，耐克(NKE)因供应链问题下调了全年销售预期，尽管其首席执行官指出消费者需求强劲。</blockquote></p><p> Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p><p><blockquote>耐克约四分之三的鞋子在东南亚生产，越南和印度尼西亚分别占51%和24%。</blockquote></p><p> But 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.</p><p><blockquote>但由于越南政府实施了与大流行相关的限制，包括从7月到9月强制关闭工厂数周，耐克表示，该公司遭受了10周的生产损失。</blockquote></p><p> Even 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.</p><p><blockquote>耐克首席财务官Matthew Friend在最近的财报看涨期权上表示，即使工厂开始重新开放（该公司预计从10月份开始分阶段重新开放），全面生产也可能需要几个月的时间。耐克公司高管在看涨期权期间表示，目前耐克在越南的一半服装厂已经关闭。</blockquote></p><p> Vietnam 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.\"</p><p><blockquote>越南占运动品牌安德玛鞋类和服装产量的三分之一。Under Armour(UA)首席执行官Patrik Frisk在8月份最近一次财报看涨期权上表示，该公司正在密切关注工厂关闭对其供应链的影响，称其为“发展中的情况”。</blockquote></p><p> Ugg, Coach and Michael Kors have exposure</p><p><blockquote>Ugg、Coach和Michael Kors都有曝光</blockquote></p><p> Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p><p><blockquote>越南是美国的重要供应商，尤其是服装和鞋类。</blockquote></p><p> \"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.</p><p><blockquote>“它是美国非常大的合作伙伴。它是我们服装和鞋类的第二大来源，”行业组织美国服装和鞋类协会的总裁兼首席执行官史蒂夫·拉马尔说。根据AAFA的数据，中国是最大的服装和鞋子供应国。</blockquote></p><p> In 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.</p><p><blockquote>7月，越南陷入了由疑似病毒新变种引起的冠状病毒爆发的阵痛，越南卫生部长表示，这导致该国工业区新感染病例迅速蔓延。</blockquote></p><p> The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p><p><blockquote>政府随后实施了严格的封锁，并暂时关闭了那里的工厂，直到8月中旬，然后延长到9月。一些工厂仍然关闭。</blockquote></p><p> All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p><p><blockquote>所有这些都意味着从运动鞋和凉鞋到牛仔裤、连衣裙、T恤、夹克等各种产品的生产都陷入停滞。</blockquote></p><p> In 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.\"</p><p><blockquote>BITG分析师卡米洛·里昂(Camilo Lyon)在上个月的一份研究报告中表示，耐克和阿迪达斯等运动鞋品牌面临的供应链严重中断的风险最大，因为“近年来，越南一直是中国的强大制造替代品”。</blockquote></p><p> Other 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).</p><p><blockquote>他说，其他在越南拥有大量制造业务的品牌包括Ugg制造商Deckers Outdoor(DECK)、Columbia Sportswear、Coach母公司Tapestry(TPR)和Capri Holdings（拥有Michael Kors品牌）。</blockquote></p><p> Lyon 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.</p><p><blockquote>里昂估计，封锁结束后，越南的工厂可能需要五到六个月的时间才能恢复正常运行。每当他们重新上线时，他都会预料到另一个问题：人员配备。</blockquote></p><p> \"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p><p><blockquote>“越南工厂也可能很难让工人在封锁后重返工作岗位，”他说。</blockquote></p><p> Teen retailer PacSun is expecting an impact to the holiday season.</p><p><blockquote>青少年零售商PacSun预计这将对假期产生影响。</blockquote></p><p> Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p><p><blockquote>PacSun总裁Brieane Olson在8月份接受CNNBusiness采访时表示，其约10%的商品来自越南。</blockquote></p><p> Olson 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.</p><p><blockquote>奥尔森表示，由于全球供应链持续延迟，该零售商今年的返校库存已经面临两到四周的延迟。</blockquote></p><p> Now, 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.</p><p><blockquote>她说，现在，冬季和假日季的新产品也可能面临另外四周的延迟，这使得牛仔裤、上衣、毛衣和运动衫的新时尚和款式及时进入商店成为一项挑战。</blockquote></p><p> And 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.</p><p><blockquote>奥尔森说，这对消费者还有额外的影响：产品减少意味着零售商将取消折扣，“因为没有必要”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">CNN</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TPR":"Tapestry Inc.","CPRI":"Capri Holdings Ltd","NKE":"耐克","DECK":"Deckers Outdoor Corporation"},"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145326625","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.","news_type":1,"symbols_score_info":{"NKE":0.9,"TPR":0.9,"CPRI":0.9,"DECK":0.9}},"isVote":1,"tweetType":1,"viewCount":527,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/820962010"}
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