Global Footwear & Leather Stock Pulse
Week Ending October, 10,2025
đź“Š Market Snapshot
The global footwear and leather sector saw a slight uptick this week, with the Footwear & Accessories Index rising 0.28%, lagging the S&P 500’s 0.40% gain. Luxury and premium brands led gains amid strong demand, while tariff uncertainties continued to pressure export-heavy players in Asia and India.
🚀 Top 10 Weekly Movers
|
🥇 |
Company |
Ticker |
Region |
Weekly Change |
YTD Return |
Key Driver |
|---|---|---|---|---|---|---|
|
1 |
Tapestry |
TPR |
USA |
+6.5% |
+62.30% |
Luxury handbag and footwear rebound, new 52-week high |
|
2 |
On Holding |
ONON |
Switzerland |
+5.2% |
+45.67% |
Strong athletic footwear sales growth |
|
3 |
Birkenstock |
BIRK |
Germany |
+4.8% |
+12.45% |
Profit beat and full-price demand surge |
|
4 |
Deckers Outdoor |
DECK |
USA |
+3.9% |
+28.76% |
Robust Q3 margins from HOKA and UGG |
|
5 |
Mirza International |
MIRZAINTL.NS |
India |
+3.5% |
+35.20% |
Budget boosts for leather exports |
|
6 |
Mayur Leather Products |
MAYUR.NS |
India |
+3.2% |
+31.67% |
Tariff shifts favoring Indian suppliers |
|
7 |
Relaxo Footwears |
RELAXO.NS |
India |
+2.8% |
+14.50% |
Steady domestic demand and policy incentives |
|
8 |
Pou Chen Corp |
9904.TW |
Taiwan |
+2.5% |
+25.12% |
OEM contracts amid supply chain resilience |
|
9 |
Wolverine World Wide |
WWW |
USA |
+2.1% |
+28.33% |
Saucony brand momentum into 2025 |
|
10 |
Adidas |
ADS.DE |
Germany |
+1.7% |
+10.23% |
Currency-neutral revenue growth |
🌍 Regional Roundup
🇺🇸 North America
- Nike (NKE): -1.2% this week, -12.45% YTD as earnings loom
- Crocs (CROX): +0.5% this week, -19.67% YTD; undervalued P/E signals potential rebound
- Deckers (DECK): +3.9% this week, +28.76% YTD on premium outdoor strength
🇪🇺 Europe
- Adidas (ADS.DE): +1.7% this week, +10.23% YTD on brand recovery
- Birkenstock (BIRK): +4.8% this week, +12.45% YTD; recent rally hints at fair value shift
🇨🇳 Asia
- Huali Industrial: +2.0% this week, +17.34% YTD on export volume
- Pou Chen: +2.5% week, +25.12% YTD benefiting from global OEM ties
🇮🇳 India
- Bata India (BATAINDIA.NS): +1.5% this week, +13.89% YTD
- Relaxo Footwears: +2.8% week, +14.50% YTD on budget tailwinds
- KICL: Flat week, +10.20% YTD; monitoring tariff impacts
đź‘ś Leather Lens
Global leather prices edged up 1.5% amid U.S. tariffs hitting 80% of exports from key players like India and China, shifting opportunities to alternatives like Bangladesh. India’s leather goods market is projected to grow at 6.37% CAGR through 2033.
đź“Ł Investor Insights
Birkenstock’s Q3 profit exceeded estimates on premium pricing power. On Holding maintains strong growth trajectory despite sector headwinds. Sector watches sustainability trends and tariff ripple effects on jobs.
đź”® What to Watch Next Week
- Adidas Q3 earnings release
- Sneaker drops like Nike Air Max collaborations
- U.S. tariff updates on leather imports; Italian leather sector forecasts for 2025
✍️ Closing Note
As luxury shines and tariffs test resilience, the footwear and leather sector steps into Q4 with cautious optimism. Catch next Friday’s pulse—subscribe for your weekly edge!
![Weekly Footwear & Leather News Roundup: Sep 21 – Sep 27, 2025]](https://thefootwearedge.com/wp-content/uploads/2025/09/Sneaker-768x611.png)