Global Footwear & Leather Stock Pulse
Week Ending October, 3,2025
📊 Market Snapshot
The global footwear and leather sector experienced a mixed week, with the Footwear & Accessories Index edging up 0.15%, underperforming the S&P 500’s 0.35% advance. Tariff concerns weighed on exports, but luxury segments and select OEM players showed resilience amid ongoing supply chain adjustments and policy shifts.
🚀 Top 5 Weekly Movers
|
🥇 |
Company |
Ticker |
Region |
Weekly Change |
YTD Return |
Key Driver |
|---|---|---|---|---|---|---|
|
1 |
Mayur Leather Products |
MAYUR.NS |
India |
+7.2% |
+28.45% |
Tariff advantages boosting exports |
|
2 |
Ralph Lauren |
RL |
USA |
+5.8% |
+42.10% |
New 52-week high on strong luxury demand |
|
3 |
Pou Chen Corp |
9904.TW |
Taiwan |
+4.1% |
+22.67% |
Continued OEM strength with major brands |
|
4 |
Wolverine World Wide |
WWW |
USA |
+3.5% |
+26.12% |
Positive analyst upgrades |
|
5 |
Huali Industrial |
603121.SS |
China |
+2.9% |
+15.34% |
Volume growth in Asian markets |
🌍 Regional Roundup
🇺🇸 North America
- Nike (NKE): -0.45% this week, -10.23% YTD amid earnings anticipation
- Crocs (CROX): +1.12% this week, -21.89% YTD
- Deckers (DECK): -1.78%, pressured by inventory levels
🇪🇺 Europe
- Adidas (ADS.DE): Flat week, +8.56% YTD
- Birkenstock (BIRK): -0.89% this week, -19.45% YTD; exports show volume gains but value dips
🇨🇳 Asia
- Huali Industrial: +5.2% earlier momentum continues with export surges
- Pou Chen: Benefits from global contracts despite tariff risks
🇮🇳 India
- Bata India (BATAINDIA.NS): +2.3% this week, +12.67% YTD
- Relaxo Footwears: -0.5% week, +11.89% YTD
- KICL: Steady, eyeing UP Footwear & Leather Policy incentives
👜 Leather Lens
Global leather prices climbed 1.8% due to U.S. tariff hikes on competitors like China (30%) and India (50%), opening doors for Bangladesh and others. India’s leather exports rose 25% to $5.7B in FY25. U.S. tariffs could raise leather goods prices by 39%.
📣 Investor Insights
- Ralph Lauren (RL) hits 52-week high of $322 on luxury rebound
- On Holding (ONON) maintains upgrade despite YTD dip, focusing on growth
- Insider activity up in Wolverine; sector eyes tariff impacts on jobs
🔮 What to Watch Next Week
- Nike Q4 earnings on October 10
- Updates on U.S. Tariffs affecting leather exports
- India’s push for lower duties on leather/footwear; VF Corp progress on divestitures
✍️ Closing Note
With tariffs reshaping trade flows and policies like India’s UP initiative spurring investment, the footwear and leather sector gears up for volatility in Q4. Tune in next Friday for the latest pulse—subscribe for weekly insights!
![Weekly Footwear & Leather News Roundup: Sep 21 – Sep 27, 2025]](https://thefootwearedge.com/wp-content/uploads/2025/09/Sneaker-768x611.png)
![Weekly Footwear & Leather News Roundup: Sep 27 – Oct 3, 2025]](https://thefootwearedge.com/wp-content/uploads/2025/10/News-Featured-Image-768x491.png)
