Global Footwear & Leather Stocks Pulse Week 7, 2026
Week Ending February, 13, 2026
The global footwear and leather sector delivered a mixed performance in the week of February 9–13, 2026. Strong earnings beats and upbeat guidance drove sharp gains for select names, while others faced pressure from cautious outlooks, tariff concerns, and broader market rotation. Data is based on major US-listed and ADR stocks (primary trading vehicles for global investors). Returns calculated from Feb 6 close to Feb 13 close; YTD from Jan 2 close to Feb 13 close.
Top 10 Gainers in Global Footwear & Leather Stocks (Week of Feb 9-13, 2026)
| Rank | Ticker | Company | Week Return | YTD Return | Reason (with link) |
|---|---|---|---|---|---|
| 1 | CROX | Crocs, Inc. | +12.90% | +11.42% | Q4 2025 earnings beat + 2026 EPS guidance well above consensus (strong international Crocs-brand growth, cost savings) |
| 2 | SHOO | Steven Madden, Ltd. | +9.74% | -7.13% | Sharp rebound after early-Feb downgrade; steady buying amid sector recovery and pre-earnings positioning (earnings due Feb 25) → Historical prices confirm mid-week surge. |
| 3 | ONON | On Holding AG | +4.19% | -3.54% | Continued premium running-shoe momentum + positive analyst commentary on margin expansion and market-share gains. |
| 4 | BIRK | Birkenstock Holding plc | +3.51% | -4.72% | Resilient demand for comfort footwear; Q1 results met profit forecasts despite revenue miss. |
| 5 | DBI | Designer Brands Inc. | +3.45% | +0.70% | Recovery in off-price and branded footwear retail segment. |
| 6 | PUMSY | Puma SE (ADR) | +3.03% | +5.84% | Positive ADR movement on European sportswear strength. |
| 7 | ADDYY | Adidas AG (ADR) | +1.50% | -6.36% | Steady recovery in lifestyle and performance categories. |
| 8 | COLM | Columbia Sportswear | +0.35% | +12.96% | Outdoor footwear/apparel resilience in cold-weather season. |
| 9 | DECK | Deckers Outdoor | +0.24% | +8.37% | UGG brand stability offsetting modest weekly move. |
| 10 | — | Sector average (major names) | +1–2% | Mixed | Broader consumer discretionary rebound. |
Top 5 Losers / Weakest Performers in Global Footwear & Leather Stocks (Week of Feb 9-13, 2026)
| Rank | Ticker | Company | Week Return | YTD Return | Reason |
|---|---|---|---|---|---|
| 1 | CAL | Caleres, Inc. | -9.01% | -3.59% | Retail/wholesale softness in mid-tier footwear. |
| 2 | BOOT | Boot Barn Holdings | -7.57% | +0.73% | Profit-taking after strong 2025 run; Western/work footwear demand pause. |
| 3 | WWW | Wolverine World Wide | -5.27% | -3.30% | Ongoing portfolio restructuring pressure. |
| 4 | WEYS | Weyco Group | -4.05% | +3.86% | Smaller-cap seasonal softness. |
| 5 | SCVL | Shoe Carnival | -2.24% | +14.80% | Retail traffic concerns in value segment. |
Top 5 Gainers: Detailed Trends & Latest News (Feb 2026)
1. Crocs (CROX) Delivers Blockbuster Week on Earnings Beat and 2026 Guidance
Crocs exploded higher after posting Q4 results that smashed estimates and issuing 2026 adjusted EPS guidance of $12.88–$13.35—well above consensus. International Crocs-brand sales grew strongly while cost-saving initiatives gained traction. The stock’s 13% weekly surge underscores investor confidence in the brand’s casual-comfort positioning despite a cautious revenue outlook.
2. Steven Madden (SHOO) Rebounds Strongly After Early-February Weakness
After an early-month sell-off on wholesale concerns, SHOO climbed nearly 10% as buyers returned ahead of its Feb 25 earnings. The brand’s fashion-forward women’s and men’s lines continue to resonate in department and specialty channels. Volume picked up noticeably mid-week, signaling renewed institutional interest.
3. On Holding (ONON) Gains on Premium Running Momentum
ONON advanced 4%+ as analysts highlighted margin-expansion potential and market-share gains in performance footwear. The Swiss brand’s Cloud technology remains a key differentiator. Recent executive appointments and consistent “Buy” ratings supported the move despite a still-negative YTD.
4. Birkenstock (BIRK) Benefits from Comfort-Footwear Demand
BIRK rose over 3% amid steady demand for its iconic sandals and clogs. Q1 profit met forecasts even as revenue slightly missed; the company continues to expand its retail footprint and premium positioning.
5. Designer Brands (DBI) Shows Resilience in Off-Price Segment
DBI posted a solid 3.5% gain as investors rotated back into value-oriented footwear retailers. The company’s multi-brand portfolio (DSW, Camuto) benefits from promotional traffic and private-label strength.
Top 3 Losers: Detailed Trends & Latest News (Feb 2026)
1. Caleres (CAL) Drops on Mid-Tier Retail Pressure
CAL fell sharply as investors digested softer wholesale trends and cautious consumer spending in mid-price footwear. The company’s Famous Footwear and branded wholesale businesses faced headwinds.
2. Boot Barn (BOOT) Sees Profit-Taking After 2025 Run
BOOT declined 7.5% after a strong prior-year performance; Western and work-boot demand paused amid higher prices and shifting consumer priorities.
3. Wolverine World Wide (WWW) Continues Restructuring Drag
WWW slipped 5% as the multi-brand portfolio (Merrell, Saucony, etc.) navigates ongoing cost and brand-focus adjustments.
Top 10 Global Footwear & Leather News (February 9–13, 2026)
The week of February 9–13, 2026, featured significant developments in the global footwear and leather sector, driven by major earnings reports, innovative sustainable material launches, regulatory updates, and trade relief measures. Key highlights included blockbuster earnings beats from leading brands, advancements in plant-based alternatives amid growing ESG focus, and positive shifts in international trade dynamics for key exporting nations like India.
Crocs Reports Q4 2025 Earnings Beat and Strong 2026 Guidance
Crocs, Inc. announced fourth-quarter 2025 results on February 12, surpassing analyst estimates with adjusted EPS of $2.29 versus $1.91 expected, despite modest full-year revenue decline. International Crocs-brand growth and cost efficiencies fueled optimism, leading to upbeat 2026 outlook with EPS projected at $12.88–$13.35 (above consensus) and revenue roughly flat to slightly up. Shares surged nearly 20% on the news, highlighting resilience in casual comfort footwear amid macro challenges.
Link: Crocs Investors Press Release
Allbirds Launches Industry-First Terralux™ Collection with Plant-Based INNOVERA™ Leather Alternative
On February 9, Allbirds unveiled the Terralux™ SS26 footwear line, partnering with Modern Meadow to introduce INNOVERA™, a bio-designed material from plant-based proteins, biopolymers, and recycled Nylon 6 from end-of-life tires. This animal-free leather alternative offers over 80% renewable carbon content, mimicking traditional leather’s aesthetics and performance while advancing sustainability in footwear. The launch underscores the industry’s shift toward eco-friendly innovations.
Link: Allbirds News Release
Birkenstock Reports Strong Q1 Fiscal 2026 Results with 18% Constant-Currency Revenue Growth
Birkenstock Holding plc disclosed fiscal Q1 2026 (ended December 31, 2025) results around February 12, posting €402 million revenue, up 11.1% reported and 18% in constant currency—exceeding full-year targets of 13-15%. Holiday demand for clogs and shearling styles drove gains across regions and channels, despite FX and tariff headwinds. The company maintained its 2026 guidance for 13-15% constant-currency growth.
Link: Birkenstock Corporate Announcement
New EU Regulations Target Destruction of Unsold Clothes and Footwear
The European Commission adopted measures under the Ecodesign for Sustainable Products Regulation (ESPR) on February 12 to ban destruction of unsold apparel, accessories, and footwear. This aims to curb waste, promote circularity, and encourage sustainable production practices across the industry. The rules will impact brands and retailers, pushing greater inventory management and resale initiatives in the EU market.
Link: World Footwear – New EU Regulations
Modern Meadow Showcases INNOVERA™ at Lineapelle Milan 2026
Modern Meadow exhibited at Lineapelle (February 11-13) in Milan, highlighting INNOVERA™’s cross-industry applications, including Allbirds’ Terralux™ collection. The booth featured footwear, automotive, accessories, and interiors, demonstrating the bio-designed material’s versatility, performance, and scalability as a sustainable leather alternative. The fair reinforced innovation in next-gen materials for leather and footwear sectors.
Link: PR Newswire – Modern Meadow at Lineapelle
Crocs Shares Surge on International Growth Despite North American Softness
Following its February 12 earnings release, Crocs stock rallied sharply as international markets showed strong demand for the brand, offsetting softer North American performance. DTC sales rose, while wholesale declined; the company highlighted global expansion plans, including new stores, amid tariff pressures. This performance reinforced Crocs’ position in casual footwear.
Link: Morningstar – Crocs Shoes High Demand
UGG Releases Spring 2026 Campaign Featuring Global Icons Central Cee & Su Yiming
Deckers Brands’ UGG launched its Spring 2026 men’s campaign on February 10, starring rapper Central Cee and Olympic snowboarder Su Yiming. New Tasman-derived clogs, mules, and lace styles emphasize versatility, premium nubuck leather, and wool lining. The initiative targets reinvention in men’s fashion through cultural icons.
Link: Deckers Brands Press Release
Bedrock Sandals Celebrates 15 Years with New Pro Sandals and Flip-Flop Launch
Outdoor brand Bedrock Sandals announced March 2026 releases to mark 15 years, including Cairn Evo C Pro sandals with EVA cushioning and Vibram soles, plus Rockhound models in webbing and nubuck leather. Targeting adventurers like river guides, the lineup expands performance and durability in minimalist footwear.
Link: Bikerumor – Bedrock Sandals 15 Years
Saks Global Announces Closure of Nine Stores for Footprint Optimization
On February 12, Saks Global revealed plans to close eight Saks Fifth Avenue stores and one Neiman Marcus location as part of restructuring to optimize its high-end retail footprint. This reflects broader strategic adjustments in luxury footwear and apparel amid shifting consumer patterns.
Link: World Footwear – Saks Store Closures
Indian Leather & Footwear Exporters Welcome Ongoing Benefits from US Tariff Reduction
Following the early February US tariff cut from 50% to 18% on Indian goods, Tamil Nadu exporters (a key hub) expressed optimism for stabilized prices and revived volumes in leather footwear during February 11 discussions. Industry leaders pivoted toward EU opportunities via potential FTA while diversifying beyond US reliance.
Link: New Indian Express – Tariff Cut Lifts Hopes
Conclusion
These stories highlight a week of earnings momentum, sustainability breakthroughs, and trade adaptations shaping the global footwear and leather landscape in early 2026. The sector continues navigating economic pressures through innovation and strategic market shifts.
Check Previous week News : Global Footwear & Leather Stocks Pulse for Week 6, 2026
