Hanoi, March 3 -- Vietnamese companies are reporting higher logistics, insurance and raw material expenses due to escalating Middle East tensions, prompting revisions to financial plans, pricing and delivery schedules for forthcoming orders.

Recalculating prices and delivery timelines

According to General Director of Dony Garment Co. Pham Quang Anh, Jordan makes up almost 20% of his company's export revenue, with most shipments transiting the Red Sea. Containers are still rolling out on time with zero cancellations so far, but he's staring down possible 15-to-20-day delays that could leave retailers high and dry during peak shopping seasons. If disruptions persist for months, the impact would extend to customers' entire business cycle....