0129 GMT - KMD Brands can offset two-thirds of the total impact of Trump's tariffs, says Forsyth Barr, citing better-than-anticipated flexibility in its supply chain. Analyst Paul Laxton Koraua had initially thought KMD could offset 50% of the impact. KMD has some 19% of revenue exposed to the U.S. market through its Rip Curl and Oboz brands. Forsyth Barr notes that China is a significant source for Rip Curl, accounting for around 45% of supplier factories, while Oboz is less dependent. "Notably, China-sourced goods are primarily apparel, which can more easily be relocated to other textile markets," Forsyth Barr says. "In contrast, technical products such as Rip Curl's wetsuits (Thailand), and Oboz footwear (Vietnam) are harder to shift." (david.winning@wsj.com; @dwinningWSJ)
(END) Dow Jones Newswires
April 23, 2025 21:29 ET (01:29 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。