Vietnam Textile Upper Shoes HS6404 Export Data 2025 Q1 Overview

Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export: Key Takeaways

Vietnam’s Textile Upper Shoes (HS Code 6404) export in 2025 Q1 was heavily concentrated in the US, which accounted for 35.52% of value share, reflecting mid-range product grading with unit prices around 17-20 USD. The US and China drove premium demand, while Europe served as a logistics hub, and Japan/Mexico leaned toward bulk purchases. With US tariffs set to rise to 20% in July 2025, exporters must accelerate shipments and diversify to stable EU or Asian markets. This analysis is based on cleanly processed Customs data from the yTrade database, covering 2025 Q1.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export Background

Vietnam Textile Upper Shoes (HS Code 6404), defined as footwear with outer soles of rubber/plastics and textile uppers, is a staple for global sportswear and casual shoe brands due to its lightweight comfort and affordability. The U.S.–Vietnam Tariff Deal, effective July 2025, introduced a 20% tariff on these exports, prompting a surge in Q1 2025 shipments as buyers rushed to avoid higher costs [TTWTO VCCI]. Vietnam remains a key exporter, leveraging its manufacturing agility to meet global demand despite shifting trade policies.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export: Trend Summary

Key Observations

Vietnam Textile Upper Shoes HS Code 6404 Export in 2025 Q1 showed volatile performance, with a sharp 16% month-over-month drop in February values before a partial recovery in March, indicating underlying market pressures ahead of tariff changes.

Price and Volume Dynamics

Export values fluctuated significantly within Q1, falling from $925.53 million in January to $774.45 million in February, then rising to $917.09 million in March. This pattern reflects typical footwear industry stock cycles, where post-holiday demand dips in early year are often followed by spring replenishment drives, though the magnitude of swings suggests external factors at play.

External Context and Outlook

The volatility aligns with the impending US-Vietnam tariff deal, effective July 9, 2025, which raised duties on footwear exports to 20% [TGL Group]. This prompted a rush to ship goods before the hike, sustaining overall Q1 export levels despite monthly dips. Moving forward, continued uncertainty around trade policies may drive further fluctuations in Vietnam Textile Upper Shoes exports under HS Code 6404.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export: HS Code Breakdown

Product Specialization and Concentration

In Q1 2025, Vietnam's export of textile upper shoes under HS Code 6404 was heavily concentrated in mass-produced sports footwear, specifically sub-code 64041190 for sports shoes like tennis and basketball shoes with rubber or plastic soles and textile uppers. This code accounted for over 66% of the export value and 56% of the shipment frequency, indicating a dominant specialization in high-volume, lower-unit-price products, with an estimated unit price around $20 per pair, compared to niche variants that reached up to $31 per pair. No extreme price anomalies were present in the data set for this period.

Value-Chain Structure and Grade Analysis

The remaining sub-codes can be grouped into two categories: mass-market other footwear (64041990) with a unit price of about $13 per pair, and higher-end specialized shoes including premium sports models (64041110) and leather-soled options (64042000) with unit prices ranging from $28 to $31 per pair. This structure shows a clear differentiation in quality and value-add, with the bulk of exports being standardized manufactured goods rather than fungible commodities, reflecting Vietnam's role in producing both affordable and premium footwear segments.

Strategic Implication and Pricing Power

For Vietnam textile upper shoes HS Code 6404 export in 2025 Q1, the high volume and concentration in mass-market products likely provided strong pricing power due to anticipatory demand ahead of the July 2025 U.S. tariff increase, as importers rushed shipments to avoid higher costs [Express Trade Capital]. Moving forward, exporters must focus on maintaining cost efficiency and possibly shifting towards higher-value products to mitigate the impact of new tariffs, ensuring competitiveness in a changing trade environment (Express Trade Capital).

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Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export: Market Concentration

Geographic Concentration and Dominant Role

In 2025 Q1, Vietnam's Textile Upper Shoes HS Code 6404 export was highly concentrated, with the United States accounting for 35.52% of the value share, far exceeding other countries. The value ratio (35.52%) closely aligns with the quantity ratio (34.37%), suggesting consistent mid-range product grading for this manufactured good, with unit prices around 17-20 USD per piece based on quantity data.

Partner Countries Clusters and Underlying Causes

The importers form distinct clusters: the US and China represent high-value markets with value ratios outpacing quantity ratios, pointing to demand for premium footwear; European nations like the Netherlands and Belgium show high shipment frequency but mixed value-quantity balances, likely due to their role as logistics hubs or for varied product mixes; Japan and Mexico have lower value ratios relative to quantity, indicating bulk purchases of more basic items, possibly for cost-sensitive segments.

Forward Strategy and Supply Chain Implications

With US tariffs on Vietnamese footwear set to rise to 20% in July 2025 [TGL Group], exporters should prioritize accelerating US-bound shipments in the short term while diversifying to stable markets like the EU or exploring Asian opportunities to reduce dependency and avoid potential cost hikes.

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Vietnam Textile Upper Shoes (HS 6404) 2025 Q1 Export: Action Plan for Textile Upper Shoes Market Expansion

Strategic Supply Chain Overview

The Vietnam Textile Upper Shoes Export 2025 Q1 under HS Code 6404 is driven by anticipatory demand ahead of U.S. tariff increases. Price is shaped by product specification tiers and high-volume OEM contracts. The supply chain acts as an assembly hub for both mass-market and premium footwear. Heavy reliance on the U.S. market (35.52% share) creates vulnerability to policy shifts. Dominant high-frequency buyers provide stability but limit diversification.

Action Plan: Data-Driven Steps for Textile Upper Shoes Market Execution

• Accelerate all U.S.-bound shipments before July 2025. Use HS Code 6404 data to prioritize high-volume orders. This avoids the 20% tariff cost increase.
• Diversify exports to EU and Asian markets. Analyze buyer frequency patterns to target stable partners. This reduces dependency on U.S. demand shifts.
• Upsell premium sub-codes (e.g., 64041110) to existing high-value buyers. Leverage unit price data showing $31 per pair potential. This increases margin resilience against tariffs.
• Monitor buyer order cycles for inventory alignment. Track shipment frequency to prevent overstock or shortages. This maintains supply chain reliability.
• Analyze sub-code concentration ratios quarterly. Adjust production toward higher-value mixes. This optimizes profitability in a changing trade environment.

Forward Outlook

The Vietnam Textile Upper Shoes Export 2025 Q1 under HS Code 6404 faces near-term pressure from U.S. tariffs. Long-term competitiveness requires product diversification and buyer mix expansion. Data-driven agility will determine market position.

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Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Textile Upper Shoes Export 2025 Q1?

The sharp 16% month-over-month drop in February, followed by a March rebound, reflects pre-tariff stock adjustments as importers rushed shipments ahead of the July 2025 U.S. duty hike to 20%.

Q2. Who are the main partner countries in this Vietnam Textile Upper Shoes Export 2025 Q1?

The U.S. dominated with 35.52% of export value, followed by China and European hubs like the Netherlands and Belgium, which showed high shipment frequency but mixed value-quantity balances.

Q3. Why does the unit price differ across Vietnam Textile Upper Shoes Export 2025 Q1 partner countries?

Price gaps stem from product specialization: mass-market sports shoes (64041190) averaged $20/pair, while premium variants (e.g., 64041110) reached $31/pair, with the U.S. and China favoring higher-grade items.

Q4. What should exporters in Vietnam focus on in the current Textile Upper Shoes export market?

Prioritize high-volume buyers (71.6% of export value) to stabilize revenue and accelerate U.S. shipments pre-tariff, while diversifying to EU/Asian markets to mitigate concentration risks.

Q5. What does this Vietnam Textile Upper Shoes export pattern mean for buyers in partner countries?

U.S. and Chinese buyers face short-term cost advantages from pre-tariff stockpiling, while European logistics hubs benefit from consistent mid-range product flows. Bulk purchasers in Japan/Mexico access lower-tier pricing.

Q6. How is Textile Upper Shoes typically used in this trade flow?

These shoes are primarily mass-produced sports footwear (e.g., tennis/basketball shoes) with textile uppers, serving both affordable and premium consumer segments globally.

Detailed Monthly Report

Vietnam HS6404 Export Snapshot 2025 JAN

Vietnam HS6404 Export Snapshot 2025 FEB

Vietnam HS6404 Export Snapshot 2025 MAR