Vietnam Textile Upper Shoes HS6404 Export Data 2025 September Overview

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

Vietnam’s Textile Upper Shoes (HS Code 6404) export in September 2025 is dominated by the US, capturing 32.4% of value share, signaling a mass-produced, mid-range product flow. The market shows high geographic concentration, with Europe acting as a distribution hub and Asia demanding higher-end items. Buyer behavior remains undisclosed, but new US tariffs demand cost optimization and diversification strategies. This analysis covers September 2025, based on cleanly processed Customs data from the yTrade database.

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

Vietnam’s Textile Upper Shoes (HS Code 6404), defined as footwear with outer soles of rubber/plastics and textile uppers, serves global sportswear and fast-fashion brands due to its lightweight, cost-effective design. As of September 2025, a 20% U.S. tariff on direct Vietnamese exports under the U.S.–Vietnam trade deal [Ballast Markets] tightens compliance, pushing suppliers to verify origin rules to avoid higher 40% transshipment penalties. Vietnam remains a top exporter, balancing competitive labor and agile production for HS Code 6404 demand.

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

Key Observations

Vietnam Textile Upper Shoes HS Code 6404 Export values for 2025 September fell sharply to $828.32 million, marking a 4% quarter-on-quarter decline from August and continuing a downward trend that began after the July policy shift.

Price and Volume Dynamics

The export value for this category peaked in April at $1.07 billion, reflecting strong pre-summer order placements typical of the footwear industry's seasonal cycle. Values remained elevated through June as buyers secured inventory ahead of anticipated tariff changes. The consecutive monthly declines from July onward align with the industry's response to new cost structures, disrupting the usual late-year replenishment cycle for fall and holiday collections.

External Context and Outlook

The sustained downturn directly corresponds with the implementation of the U.S.–Vietnam trade deal, which applied a 20% tariff on direct footwear exports and a 40% levy on transshipped goods effective July 9, 2025 [Vizion API]. This policy change eroded Vietnam's cost advantage for HS Code 6404 products, causing U.S. buyers to delay orders and reassess sourcing strategies. The strict origin enforcement rules (Vizion API) continue to pressure export volumes, with no near-term recovery expected until supply chains fully adapt to the new tariff landscape.

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

Product Specialization and Concentration

In September 2025, Vietnam's export of Textile Upper Shoes under HS Code 6404 is highly concentrated in sports footwear, with sub-code 64041190 dominating at over 65% of the total export value. This code refers to sports footwear like tennis and basketball shoes with textile uppers, showing a unit price of approximately 21 USD per unit, significantly higher than the 12 USD per unit for general footwear codes. The high value share and premium pricing indicate a focus on specialized, higher-grade products. An extreme price anomaly is present in code 64041910, with a unit price around 30 USD per unit but minimal volume, which is isolated from the main analysis due to its insignificant market presence.

Value-Chain Structure and Grade Analysis

The remaining non-anomalous sub-codes can be grouped into two main categories based on value-add stage: sports footwear (including 64041190 and minor codes like 64041110 and 64041120) and general footwear (64041990). Sports footwear represents finished, high-value goods with differentiated features, while general footwear is more standardized. This structure confirms that Vietnam's Textile Upper Shoes export under HS Code 6404 consists of differentiated manufactured goods rather than fungible commodities, with clear grading from premium sports models to basic designs.

Strategic Implication and Pricing Power

The dominance of high-value sports footwear suggests stronger pricing power for exporters, but this is tempered by external pressures. The US has imposed a 20% tariff on Vietnamese footwear exports [Ballast Markets], which may compress margins and necessitate cost efficiency or market diversification strategies. Exporters should focus on maintaining quality and exploring tariff mitigation options to sustain competitiveness in the Vietnam Textile Upper Shoes HS Code 6404 Export 2025 September landscape.

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

Geographic Concentration and Dominant Role

In September 2025, Vietnam's export of Textile Upper Shoes under HS Code 6404 is highly concentrated, with the United States dominating as the top destination, holding a 32.43% value share and 32.80% quantity share. The close match between value and quantity ratios suggests a consistent, mass-produced product grade, typical for manufactured footwear aimed at volume markets. This pattern indicates that the US is a key outlet for standard, mid-range items from Vietnam.

Partner Countries Clusters and Underlying Causes

The top partners form three clusters: the US as the primary volume market; European nations like Netherlands, Belgium, France, UK, and Germany acting as distribution hubs with balanced value-quantity ratios, likely due to their role in re-exporting within the EU; and Asian countries such as China and Japan, where higher value ratios point to niche or higher-end demand. Mexico and Canada show moderate shares, possibly serving regional supply chains or assembly points for North American markets.

Forward Strategy and Supply Chain Implications

For exporters, the US dominance requires attention to new tariff costs, as a 20% duty on Vietnamese footwear took effect in July 2025 [Ballast Markets], urging cost management and origin compliance to avoid higher penalties. Diversifying into European and Asian clusters could mitigate risks, while optimizing logistics for hub countries like Netherlands may reduce lead times. Supply chains should prioritize agility to adapt to trade policy shifts.

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

Strategic Supply Chain Overview

The Vietnam Textile Upper Shoes Export 2025 September under HS Code 6404 is driven by two key factors. High-value sports footwear dominates, enabling premium pricing near 21 USD per unit. But new US tariffs of 20% compress margins and threaten profitability. The supply chain acts as an assembly hub for branded OEM contracts, especially serving high-volume US buyers. This creates dependency risks from both customer concentration and trade policy shifts.

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

• Diversify your buyer base using transaction data. Target European and Asian clusters with higher value ratios to reduce reliance on US volume buyers and mitigate tariff impact.
• Optimize shipping routes through EU hubs like the Netherlands. Use their distribution role to reduce lead times and serve multiple markets efficiently from a single logistics point.
• Negotiate cost-sharing agreements with major US buyers. Address the 20% tariff burden collaboratively to maintain order volume and protect long-term partnerships.
• Increase production of specialized sports footwear under code 64041190. Focus on this high-value segment to leverage its stronger pricing power and differentiate from competitors.

Take Action Now —— Explore Vietnam Textile Upper Shoes Export Data

Frequently Asked Questions

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

The decline is driven by U.S. tariffs (20% on direct exports, 40% on transshipped goods) implemented in July 2025, disrupting pre-summer order cycles and eroding Vietnam’s cost advantage.

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

The U.S. dominates with 32.43% of export value, followed by European hubs like the Netherlands and Asian markets (China, Japan) with niche demand.

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

Sports footwear (e.g., sub-code 64041190) averages 21 USD/unit, nearly double general footwear (12 USD/unit), reflecting premium features in key markets.

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

Prioritize high-value frequent buyers (72.23% of revenue) while diversifying into European/Asian clusters to offset U.S. tariff risks.

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

U.S. buyers face higher costs but stable supply; European hubs benefit from balanced logistics, while Asian buyers access niche premium products.

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

Primarily as finished consumer goods, especially sports footwear (e.g., tennis/basketball shoes) with textile uppers for global retail markets.