KMD Brands Better Placed to Mitigate Tariffs Than Thought -- Market Talk

Dow Jones2025-04-24

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)

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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) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 23, 2025 21:29 ET (01:29 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KMD.AU","symbol_name":"KMD Brands Ltd","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2529970416","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529970416","pubTimestamp":1745458140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. 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