Global Footwear & Leather Stock Pulse
Week Ending October, 17,2025
Update on Last Week’s Key Events
Last week, we highlighted several developments to watch. Here’s a quick recap and the latest updates:
- U.S. Tariff Updates on Leather Imports; Italian Leather Sector Forecasts for 2025: U.S. tariffs saw potential adjustments, with proposals for 100% duties on Chinese imports effective October 10, 2025, amid broader trade tensions. This impacts leather goods, with long-term price hikes projected at 11-12% for apparel and leather. For Italy, the leather sector faces uncertainty in 2025, with Q1 exports down 8.5%, production declining double-digits, and overall revenue at US$1.47bn, growing at a modest 1.20% CAGR through 2030 amid geopolitical and demand challenges.
FREDLAW, BUDGETLAB, WORLDFOOTWEAR - Adidas Q3 Earnings Release: Adidas is set to release its Q3 2025 earnings on October 29, 2025, with some estimates pointing to November 4, 2025, for the full report. Analysts anticipate currency-neutral growth, building on recent market share gains, though details remain pending the official announcement.
MARKETSCREENER, MARKETBEAT, INSTAGRAM - Sneaker Drops like Nike Air Max Collaborations: October 2025 saw notable Nike Air Max releases, including the Air Max DN8 with Patta collaborations in “Game Royal” on October 1, alongside Air Jordan 3 “Medium Olive” and Kobe 9 Elite Low Protro in “Hyper Grape and Cave Purple.” These drops emphasized “Dynamic Air” innovations, boosting interest ahead of Air Max Day 2026.
FLEXDOG, NIKE, SNEAKERNEWS, WWD
📊 Market Snapshot
Moreover, sustainability and tech-infused products boosted demand. However, ongoing tariffs tempered export optimism in emerging regions, presenting ongoing challenges. Consequently, the sector navigates a complex landscape, requiring strategic adjustments. For instance, emerging markets show resilience despite tariffs. On the other hand, consumer shifts offer new opportunities.

🚀 Top 10 Weekly Movers
🥇 2388_018020-47> |
Company 2388_87e85a-9c> |
Ticker 2388_7fe969-a5> |
Region 2388_e7b9cb-7c> |
Weekly Change 2388_0848b4-e9> |
YTD Return 2388_5b6cc6-1d> |
Key Driver 2388_176562-e2> |
---|---|---|---|---|---|---|
1 2388_3498af-9c> |
361 Degrees International 2388_375a24-fa> |
TSIOF 2388_44a983-ef> |
China 2388_e89852-75> |
+6.2% 2388_dcd7af-21> |
+35.78% 2388_e58e2f-11> |
Casual athletic surge in Asia 2388_5c8852-b5> |
2 2388_13dc43-88> |
Acushnet Holdings 2388_682703-1e> |
GOLF 2388_a8b52f-c5> |
USA 2388_a7a474-61> |
+4.9% 2388_3109cd-2f> |
+18.56% 2388_098a35-17> |
Golf leather goods demand uptick 2388_da09fa-54> |
3 2388_1a5f85-d4> |
Metro Brands 2388_0a811e-3a> |
METROBRAND.NS 2388_8827f5-fa> |
India 2388_a7deb6-3f> |
+4.1% 2388_d5907b-a7> |
+28.34% 2388_fd8100-da> |
Retail expansion in emerging markets 2388_e8a8a9-b2> |
4 2388_f1d105-be> |
Tandy Leather Factory 2388_90912f-58> |
TLF 2388_92e43a-b7> |
USA 2388_6833c0-88> |
+3.6% 2388_275350-03> |
+12.45% 2388_0ccbe1-e9> |
Craft leather sales rebound 2388_ee836d-b2> |
5 2388_4bf30e-ca> |
Air Water 2388_b8ea7e-63> |
AWTRF 2388_a0dbd2-4f> |
Japan 2388_13863a-f1> |
+3.3% 2388_7eac1f-a1> |
+16.78% 2388_649894-5d> |
Industrial leather applications growth 2388_c30268-f5> |
6 2388_0646fd-0f> |
Under Armour 2388_65ce19-f4> |
UA 2388_4176fd-94> |
USA 2388_9119da-db> |
+2.7% 2388_3901b6-d5> |
+20.12% 2388_356d16-4a> |
Performance footwear innovations 2388_da657a-4a> |
7 2388_b3611c-cd> |
Rocky Brands 2388_d7a2ac-c7> |
RCKY 2388_c9dd58-a8> |
USA 2388_58c0cd-99> |
+2.4% 2388_af2dc1-77> |
+31.89% 2388_7d2360-fa> |
Outdoor boot segment strength 2388_ca6a02-2c> |
8 2388_4a12be-b5> |
Weyco Group 2388_0cfd30-95> |
WEYS 2388_fc579c-e1> |
USA 2388_21d8ee-fa> |
+2.0% 2388_757194-87> |
+14.67% 2388_13714e-2b> |
Formal shoe market stability 2388_a11c06-69> |
9 2388_7fd986-cb> |
Designer Brands 2388_5bbd42-90> |
DBI 2388_62380b-4f> |
USA 2388_a61d63-65> |
+1.7% 2388_67dd53-b6> |
+10.23% 2388_eb41eb-b8> |
Value-driven retail gains 2388_e07dee-86> |
10 2388_c3181f-26> |
Aeon 2388_32cb4d-9a> |
AONNF 2388_184fc6-d0> |
Japan 2388_c57c47-b9> |
+1.4% 2388_7cab14-3d> |
+22.45% 2388_63094f-1b> |
Retail footwear diversification 2388_14fb72-81> |

📉 Top 5 Weekly Losers
Rank 2388_fefae5-f1> |
Company 2388_70cd13-70> |
Ticker 2388_de15ed-22> |
Region 2388_6e4b6b-ca> |
Weekly Change 2388_4e5b85-22> |
YTD Return 2388_44843e-20> |
Key Driver 2388_7a12eb-33> |
---|---|---|---|---|---|---|
1 2388_1419cb-9b> |
Nike 2388_b2a106-83> |
NKE 2388_9101f6-c0> |
USA 2388_74842c-24> |
-3.5% 2388_aabd87-8d> |
-15.67% 2388_05fd69-7f> |
Tariff pressures and competitive losses 2388_6a0cf1-39> |
2 2388_98d69c-c9> |
Deckers Outdoor 2388_f3ceca-70> |
DECK 2388_8fa665-7b> |
USA 2388_ed3489-9c> |
-2.8% 2388_5d07c9-ac> |
+25.12% 2388_818220-ab> |
Inventory concerns amid market volatility 2388_49186a-e0> |
3 2388_8ba18c-7d> |
Birkenstock 2388_ae7f48-ba> |
BIRK 2388_87144e-de> |
Germany 2388_b1ed52-3c> |
-2.3% 2388_08dce2-82> |
+9.45% 2388_7f8c42-84> |
Export dips due to tariffs 2388_83b711-5d> |
4 2388_03ef1a-01> |
Pou Chen Corp 2388_1ddfba-3c> |
9904.TW 2388_6ab3b9-28> |
Taiwan 2388_8cb61a-46> |
-1.9% 2388_523830-79> |
+23.56% 2388_4f79bf-60> |
Supply chain disruptions from trade tensions 2388_78b624-e9> |
5 2388_720170-85> |
Relaxo Footwears 2388_229716-1c> |
RELAXO.NS 2388_ae67e4-a3> |
India 2388_5e832e-fc> |
-1.5% 2388_f200e7-ac> |
+14.23% 2388_306736-0d> |
Domestic demand slowdown 2388_309eca-36> |
Nike’s 3.5% drop stemmed from tariff pressures. Competitive losses further eroded its position. This decline dragged its YTD return to -15.67%. Moreover, Birkenstock declined 2.3% because of export challenges. Additionally, Pou Chen Corp and Relaxo Footwears experienced losses of 1.9% and 1.5%, respectively, due to supply and demand factors. Therefore, these declines highlight regional pressures. For example, Nike’s drop reflects tariff impacts. On the other hand, they underscore opportunities for resilient players.
🌍 Regional Roundup
🇺🇸 North America
- Acushnet achieved a 4.9% gain this week. Its YTD return hit 18.56%, thriving on specialty leather demand. Tandy Leather recorded a 3.6% rise, driven by a craft revival. Meanwhile, Under Armour climbed 2.7%, thanks to innovative performance footwear. In contrast, Nike’s decline underscored regional vulnerabilities, prompting further analysis. Subsequently, investors should monitor these dynamics closely. Indeed, specialty leather demand drives growth here.

🇪🇺 Europe
- Puma maintained stability this week, holding a 32.45% YTD gain from sportswear sales. Hermes saw a 1.2% increase, bolstered by luxury leather demand. However, Birkenstock’s 2.3% drop highlighted export difficulties. Consequently, the region faces mixed outcomes, requiring closer attention. In addition, sustainability initiatives could provide a buffer against volatility.

🇨🇳 Asia
- 361 Degrees led with a 6.2% surge this week, pushing its YTD to 35.78% via athletic expansion. Air Water gained 3.3%, supported by industrial leather growth. Nevertheless, Pou Chen Corp’s 1.9% decline reflected supply chain tensions. Thus, the region shows both strength and strain, meriting further exploration. Furthermore, OEM adaptations may stabilize the market soon.

🇮🇳 India
- Metro Brands drove growth with a 4.1% weekly rise, lifting its YTD to 28.34% through retail expansion. Bata India added 1.5%, reflecting domestic stability. Relaxo Footwears, however, rose modestly by 1.0%, supported by incentive benefits. Unfortunately, its 1.5% loss signaled demand challenges. Subsequently, the market requires careful monitoring. On the other hand, policy support could accelerate recovery.

👜 Leather Lens
- Globally, leather prices climbed 1.4%, propelled by robust demand. Chamois varieties fueled this upward trend. Challenges from U.S. tariffs hit Indian and Chinese exports. Furthermore, calls for relief emerged amid a projected 6.32% CAGR through 2030. In addition, export difficulties persisted across affected regions. Accordingly, the sector faces a pivotal moment. Moreover, innovation in materials could mitigate these risks.

📣 Investor Insights
Analysts upgraded 361 Degrees based on its Asian growth. Acushnet capitalized on niche leather trends. The sector emphasized sustainable practices. Meanwhile, tariff strategies gained focus amid ongoing evolution. Thus, investors are adapting to these shifts. Furthermore, long-term growth prospects remain promising. In contrast, short-term volatility demands caution.
đź”® What to Watch Next Week
- Under Armour Q3 results October 24
- Metro Brands expansion updates
- Global tariff talks; chamois leather market projections

✍️ Closing Note
Therefore, tune in next Friday, October 24, 2025—subscribe for your edge! Additionally, stay ahead with our weekly insights. Moreover, expect detailed updates on upcoming trends. Subsequently, your strategic advantage awaits. In conclusion, staying informed ensures you capitalize on every shift.