Vietnam Textile Upper Shoes HS6404 Export Data 2025 Q2 Overview

Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export: Key Takeaways

Vietnam’s Textile Upper Shoes (HS Code 6404) export in 2025 Q2 is heavily concentrated in the US, which dominates with 34.7% of trade volume, reflecting mass-produced, standard-grade footwear. European markets like the Netherlands show premium demand, while Asian buyers like Japan prioritize bulk imports at lower costs. The US market’s stability is critical, but new 20% tariffs under recent trade deals require strict origin verification to avoid penalties. This analysis, based on cleanly processed Customs data from the yTrade database, covers 2025 Q2 for actionable insights.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export Background

Vietnam’s Textile Upper Shoes (HS Code 6404), defined as footwear with rubber/plastic soles and textile uppers, are essential for global sportswear and casual footwear brands due to their comfort and versatility. With 2025 Q2 exports under scrutiny, a new 20% U.S. tariff (up from 10%) now applies to Vietnamese shipments, while transshipped goods risk 40% duties [Ballast Markets]. Vietnam remains a top exporter, with $20B+ in 2023 HS 6404 trade, but strict origin compliance is critical to avoid penalties under the updated U.S.-Vietnam tariff deal.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export: Trend Summary

Key Observations

Vietnam Textile Upper Shoes HS Code 6404 Export in 2025 Q2 surged in value, reaching approximately $3.06 billion, a notable increase from Q1's $2.62 billion, driven by anticipatory shipments ahead of new U.S. tariff policies.

Price and Volume Dynamics

The Q2 performance showed a clear upward trend in export value, with April peaking at $1.07 billion before moderating in May and June. This pattern aligns with typical industrial stock cycles, where exporters ramp up shipments to meet seasonal demand, but the magnitude of the increase suggests external factors overshadowed normal seasonal rhythms. The sequential rise from Q1 indicates robust momentum, though the absence of volume data limits deeper price analysis.

External Context and Outlook

The export surge is directly linked to the impending 20% tariff on Vietnamese footwear under HS 6404 to the U.S., effective from July 9, 2025, as reported by [Vizion API]. This policy prompted a rush to ship goods before higher costs took effect (Vizion API). Looking ahead, Q3 exports may face headwinds from these tariffs, potentially dampening growth unless supply chains adapt to new compliance demands.

Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export: HS Code Breakdown

Product Specialization and Concentration

In 2025 Q2, Vietnam's export of Textile Upper Shoes under HS Code 6404 is dominated by sports footwear, specifically the sub-code for tennis, basketball, and training shoes with textile uppers. This category holds over two-thirds of the export value and more than half of the quantity, suggesting a higher unit price compared to other types. The remaining sub-codes, such as those for non-sports footwear or minor variations, are anomalies with negligible shares and are isolated from the main analysis due to their low impact.

Value-Chain Structure and Grade Analysis

The market splits into two main groups: high-value sports shoes and standard casual footwear. Sports shoes represent a premium, differentiated product with advanced features, while casual shoes are more basic and likely lower in cost. This structure shows that Vietnam's exports are focused on manufactured goods with varying grades, not bulk commodities tied to price indices.

Strategic Implication and Pricing Power

For Vietnam Textile Upper Shoes HS Code 6404 Export 2025 Q2, the concentration in high-value sports footwear provides some pricing power, but external factors like the 20% tariff on exports to the U.S. [Ballast Markets] could pressure margins. Exporters should prioritize compliance and value-added differentiation to maintain competitiveness.

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Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export: Market Concentration

Geographic Concentration and Dominant Role

In 2025 Q2, Vietnam's export of Textile Upper Shoes under HS Code 6404 is highly concentrated in the United States, which dominates with 34.73% of value and 34.71% of quantity. The nearly equal value and quantity ratios indicate a consistent unit price, pointing to mass-produced, standard-grade footwear for this market.

Partner Countries Clusters and Underlying Causes

The top importers form three clusters: first, the United States stands alone as the volume leader for balanced, high-volume trade. Second, European countries like the Netherlands and United Kingdom show higher value ratios (e.g., Netherlands at 6.82% value vs. 5.42% quantity), suggesting premium product segments or distribution hubs, while Belgium's lower value ratio (6.20% vs. 6.73% quantity) may indicate bulk handling. Third, Asian markets like China have positive disparity (6.39% value vs. 5.38% quantity) for higher-value goods, whereas Japan's negative disparity (4.49% value vs. 7.34% quantity) reflects cost-sensitive, bulk imports.

Forward Strategy and Supply Chain Implications

For Vietnam's exporters, maintaining efficient supply chains to the US and Europe is key, but new tariffs like the 20% rate on US imports under the recent trade deal [Ballast Markets] could raise costs. Focus on strict origin verification and documentation (Ballast Markets) to avoid penalties, and consider diversifying to other markets to reduce reliance on tariff-affected regions.

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Vietnam Textile Upper Shoes (HS 6404) 2025 Q2 Export: Action Plan for Textile Upper Shoes Market Expansion

Strategic Supply Chain Overview

The Vietnam Textile Upper Shoes Export 2025 Q2 under HS Code 6404 is a high-value manufactured goods market. Core price drivers are product specifications (like advanced sports features) and large OEM contract volumes from dominant buyers. This creates supply chain implications centered on Vietnam’s role as an assembly hub, with heavy dependence on technology and brand partnerships for premium outputs. High U.S. and EU demand underscores this, but new tariffs increase cost risks, requiring strict origin controls and logistics efficiency.

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

• Use HS Code 6404 sub-code data to track sports versus casual shoe demand. This allows production alignment with high-margin segments and avoids low-value stock.
• Analyze buyer frequency to forecast order cycles and plan inventory. This prevents overstock and ensures timely fulfillment for key accounts.
• Map shipment data to tariff-affected destinations like the U.S. and prioritize origin documentation. This reduces cost penalties and maintains export competitiveness.
• Develop sales outreach to low-frequency buyer segments using trade data insights. This diversifies revenue sources and reduces reliance on a few large clients.
• Monitor real-time logistics metrics for U.S. and EU routes to cut delays. This protects profit margins by minimizing supply chain disruptions.

Forward-Looking Risk Management

For Vietnam Textile Upper Shoes Export 2025 Q2 under HS Code 6404, tariff shifts and buyer concentration are the top risks. Focus on data-driven diversification and compliance to secure growth. Traditional methods miss critical buyer behavior details—leveraging trade intelligence is essential for actionable strategy.

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Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Textile Upper Shoes Export 2025 Q2?

The surge in export value to $3.06 billion in Q2 was driven by anticipatory shipments ahead of a 20% U.S. tariff effective July 2025, overshadowing normal seasonal demand patterns.

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

The U.S. dominates with 34.7% of exports, followed by the Netherlands (6.8% value) and China (6.4% value), forming distinct clusters of volume-driven and premium-focused markets.

Q3. Why does the unit price differ across Vietnam Textile Upper Shoes Export 2025 Q2 partner countries?

Price differences stem from Vietnam’s specialization in high-value sports footwear (e.g., tennis/basketball shoes) for markets like Europe, while bulk casual shoes target cost-sensitive regions like Japan.

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

Exporters must prioritize compliance with U.S. tariff rules, nurture high-value/high-frequency buyers (78% of revenue), and diversify to mitigate reliance on tariff-affected markets.

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

U.S. buyers face rising costs from tariffs, while European buyers benefit from premium product access. Smaller retailers can leverage steady supply from Vietnam’s high-frequency export model.

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

The exports are primarily sports and casual footwear, with sports shoes (e.g., tennis/basketball) commanding higher prices due to advanced features and branding.

Detailed Monthly Report

Vietnam HS6404 Export Snapshot 2025 APR

Vietnam HS6404 Export Snapshot 2025 MAY

Vietnam HS6404 Export Snapshot 2025 JUN