On Running is considered well-insulated from potential tariffs under a new Trump administration, according to analyst Tom Nikic of Needham & Co. This assessment is based on the company's manufacturing footprint.
The company produces almost all of its shoes in Vietnam and Indonesia. This geographical diversification minimizes its risk exposure to tariffs that might be imposed on goods from other regions, such as China.
This strategic manufacturing setup provides On Running with a competitive advantage in a global trade environment marked by uncertainty. The de minimis risk from tariffs helps protect the company's supply chain and cost structure.
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