Top U.S. brands like Nike have spent years shifting away from Chinese factories, but the new tariffs now threaten Southeast Asian supplies.

For years, China’s southern neighbor was a popular alternative for companies trying to avoid the crossfire of U.S. trade tensions with Beijing.

Retailers may not be able to fully offset these tariffs, as countering the impact of the levies on Vietnam alone would require price increases of 10% to 12%, per analysts.