Nike, Under Armour and others face supply problems in Vietnam

In particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.

In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.