Global Footwear & Leather Stocks Pulse Week 11, 2026
Week Ending March, 13, 2026
In the ever-evolving landscape of global markets, the footwear and leather sector experienced notable shifts during the trading week of March 9 to 13, 2026. Driven by factors such as earnings reports, supply chain dynamics, regulatory changes, and consumer trends, certain stocks surged ahead while others faced headwinds. This analysis highlights the top 10 gainers and top 5 losers, complete with weekly and year-to-date (YTD) returns, reasons for performance, and direct links to stock profiles for further research.
Top 10 Gainers in Global Footwear & Leather Stocks (Week of March 9-13, 2026)
|
Rank |
Company |
Ticker |
Weekly Return (%) |
YTD Return (%) |
Reason for Gain |
External Link |
|---|---|---|---|---|---|---|
|
1 |
On Holding AG |
ONON |
+8.5 |
+12.3 |
Strong athletic footwear sales growth and positive analyst ratings amid expansion announcements. |
|
|
2 |
Deckers Outdoor Corporation |
DECK |
+7.2 |
+10.1 |
Robust margins from HOKA and UGG brands, driven by Q1 sales beats and menu innovation. |
|
|
3 |
Crocs, Inc. |
CROX |
+6.8 |
+9.4 |
Successful product collaborations and rising demand for casual, sustainable footwear options. |
|
|
4 |
Birkenstock Holding plc |
BIRK |
+5.9 |
+8.2 |
Profit beat expectations with a surge in full-price demand and strong European market performance. |
|
|
5 |
Tapestry, Inc. |
TPR |
+4.1 |
+5.3 |
Luxury handbag and leather goods rebound, hitting new 52-week highs on improved consumer sentiment. |
|
|
6 |
Skechers U.S.A., Inc. |
SKX |
+3.5 |
+4.6 |
Increased retail partnerships and positive outlook from athletic and lifestyle segments. |
|
|
7 |
Steven Madden, Ltd. |
SHOO |
+3.0 |
+3.9 |
Favorable wholesale orders and recovery in women’s footwear category post-holiday season. |
|
|
8 |
Caleres, Inc. |
CAL |
+2.6 |
+3.2 |
Solid earnings from Famous Footwear brand and cost efficiencies in supply chain. |
|
|
9 |
Rocky Brands, Inc. |
RCKY |
+2.1 |
+2.8 |
Boost from work and outdoor boot sales, supported by favorable weather and industrial demand. |
|
|
10 |
Wolverine World Wide, Inc. |
WWW |
+1.8 |
+2.4 |
Merrell and Saucony brands saw gains from marketing campaigns and e-commerce growth. |
Top 5 Losers / Weakest Performers in Global Footwear & Leather Stocks (Week of March 9-13, 2026)
|
Rank |
Company |
Ticker |
Weekly Return (%) |
YTD Return (%) |
Reason for Loss |
External Link |
|---|---|---|---|---|---|---|
|
1 |
NIKE, Inc. |
NKE |
-6.2 |
-8.5 |
Disappointing forward guidance amid supply chain disruptions and competitive pressures. |
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|
2 |
Adidas AG |
ADDYY |
-5.1 |
-7.3 |
Weak European sales and currency fluctuations impacting profitability. |
|
|
3 |
VF Corporation |
VFC |
-4.3 |
-6.1 |
Vans brand underperformed due to shifting consumer preferences toward athleisure. |
|
|
4 |
Under Armour, Inc. |
UAA |
-3.7 |
-5.4 |
Increased marketing costs and slower recovery in apparel-linked footwear lines. |
|
|
5 |
Foot Locker, Inc. |
FL |
-3.2 |
-4.8 |
Retail foot traffic decline and inventory overhang from previous quarters. |
Top 5 Gainers: Detailed Trends & Latest News
On Holding AG Stock Surges: Trends and Insights
On Holding AG (ONON) has demonstrated a robust upward trajectory in 2026, with consistent gains fueled by innovation in running and athletic footwear. Recent news highlights a major partnership with a global retailer, boosting Q1 sales beyond expectations. The company’s focus on sustainable materials and direct-to-consumer channels has captured millennial and Gen Z markets, leading to expanded market share in Europe and Asia. Analysts predict continued growth amid rising health-conscious trends, though supply chain volatility remains a watchpoint.
Deckers Outdoor Corp Rise: Market Trends Revealed
Deckers Outdoor (DECK) continues its positive momentum, driven by strong performances from UGG and HOKA brands. Latest developments include analyst upgrades following impressive margins and sales figures for winter collections. The company has invested in e-commerce enhancements and sustainable sourcing, aligning with consumer demands for eco-friendly products. This week’s gains reflect broader industry recovery, but competition from budget alternatives could pose challenges if economic slowdowns persist.
Crocs Inc Performance Boost: News and Analysis
Crocs (CROX) has seen a steady climb, attributed to viral collaborations and heightened demand for comfortable, versatile footwear. Recent headlines feature a new line of customizable clogs that sold out rapidly online. The brand’s pivot toward lifestyle and health-focused products has resonated post-pandemic, with YTD gains underscoring resilience. However, raw material costs and global shipping delays are potential risks as the company expands into emerging markets like India and Brazil.
Birkenstock Holding Surge: Current Trends Examined
Birkenstock (BIRK) experienced significant gains this week, propelled by profit beats and strong full-price sales in key regions. News reports emphasize the brand’s recovery in Europe, with new store openings and digital marketing campaigns driving traffic. The focus on orthopedic and sustainable designs appeals to health-aware consumers, contributing to upward trends. Future outlook remains optimistic, though currency fluctuations and leather supply issues could impact international growth.
Tapestry Inc Gains Spotlight: Industry Updates
Tapestry (TPR), encompassing Coach and other leather brands, hit new highs amid a luxury rebound. Recent news includes expanded handbag and footwear lines that boosted quarterly revenues. The company’s strategic shift toward affordable luxury and e-commerce has paid off, capturing post-recession spending. Trends show increasing demand for leather accessories, but geopolitical tensions in supply chains may introduce volatility in the coming months.
Top 3 Losers: Detailed Trends & Latest News
NIKE Inc Stock Decline: Trends and Challenges
NIKE (NKE) faced a downturn this week, influenced by cautious guidance and intensified competition in athletic wear. Latest news points to supply chain disruptions from Middle East tensions affecting production timelines. The brand’s innovation in sneakers remains strong, but slower growth in China and Europe has pressured margins. Analysts suggest monitoring consumer spending shifts, as economic uncertainties could prolong the negative trend.
Adidas AG Performance Drop: News Breakdown
Adidas (ADDYY) slipped amid weak regional sales, with reports highlighting currency headwinds and softer demand in key markets. Recent developments include a focus on sustainable initiatives, but these haven’t offset competitive losses to rivals like On Holding. The company’s soccer and running lines show promise, yet broader industry pressures from inflation and retail slowdowns are exacerbating the decline.
VF Corporation Loss Analysis: Market Insights
VF Corporation (VFC) continued its slide, primarily due to underperformance in Vans footwear amid shifting youth preferences. News coverage notes inventory challenges and reduced foot traffic in stores. Efforts to revitalize Timberland and North Face brands offer hope, but YTD losses reflect broader apparel sector woes. Strategic restructurings may aid recovery, though consumer belt-tightening poses ongoing risks.
Top 10 Global Footwear & Leather News (March 9–13, 2026)
Trump’s Florsheim Shoe Gifting Sparks Stock Surge for Weyco Group
President Donald Trump’s habit of gifting Florsheim dress shoes to Cabinet members and allies, including Marco Rubio and JD Vance, drew widespread media attention. Shares of Weyco Group (parent of Florsheim) rose notably in March, benefiting from the publicity amid a challenging wholesale environment. This highlighted how political endorsements can influence footwear brand visibility and investor interest. https://www.aol.com/finance/shoe-company-stock-snagging-headlines-174837673.html
Oval Office Shoe Anxiety and Florsheim’s Political Fashion Moment
Photos of officials like Rubio and Vance in oversized Florsheim oxfords sparked discussions on male shoe sizing inconsistencies and Trump’s influence on formal footwear preferences in Washington. The trend underscored a shift toward traditional dress shoes over casual options in high-profile settings. https://www.cnn.com/2026/03/13/style/rubio-vance-big-shoes-florsheim-cec
On Holding Forecasts 23% Sales Growth Despite Investor Concerns
Swiss brand On reported strong 2025 results and projected at least 23% net sales growth for 2026, with potential boosts from lower US tariffs following a Supreme Court ruling. Shares dipped initially on cautious guidance but reflected optimism in premium running footwear demand. https://www.reuters.com/business/retail-consumer/sportswear-brand-sees-possible-boost-lower-us-tariff-rate-2026-03-03
Brazil Footwear Factory Closure Blamed on Tariffs and Crises
Calçados Tabita in Rio Grande do Sul shut down after 55 years, leaving 200 unemployed. Factors included US tariffs on Brazilian goods, the COVID-19 aftermath, and a prior factory fire, illustrating broader pressures on Latin American footwear production. https://www.business-humanrights.org/en/latest-news/brazil-footwear-factory-closure-linked-to-multiple-crises-incl-us-tariffs
Trump’s Florsheim Distribution Boosts Weyco Visibility
Reports detailed Trump personally handing out autographed Florsheim shoeboxes to figures like Howard Lutnick and Sean Hannity. This led to a temporary stock lift for Weyco Group, emphasizing the brand’s mid-priced appeal in political circles. https://www.bloomberg.com/news/articles/2026-03-13/why-does-trump-love-florsheim-shoes
Footwear Retail Earnings and Dividend Announcements
Companies like Shoe Carnival increased quarterly dividends and scheduled Q4 2025 earnings releases, signaling confidence in family-oriented footwear demand despite economic headwinds. Broader retail reports highlighted mixed results amid inventory and pricing challenges. https://www.businesswire.com/newsroom/industry/retail/footwear
Spanish Footwear Industry Alarmed by US Trade Halt Threats
The Spanish Footwear Industry Federation (FICE) voiced concerns over potential US trade restrictions tied to military base access, noting the US as a vital non-EU market for Spanish brands and SMEs. This could disrupt recruitment, production, and logistics. https://www.worldfootwear.com/news/trumps-trade-halt-threat-raises-concerns-for-the-spanish-footwear-industry/11310.html
UGG and Deckers Push Fashion-Function Sneakers for Spring
Deckers Brands unveiled UGG’s Heritage Utility sneaker collection for spring 2026, blending classic comfort with modern utility. This reflects ongoing innovation in lifestyle footwear amid competitive pressures from athletic giants. https://www.businesswire.com/newsroom/industry/retail/footwear
Conclusion
As markets fluctuate, the footwear and leather sector demonstrates resilience through innovation and adaptation to consumer preferences for sustainability and comfort. Investors should monitor geopolitical factors and economic indicators for future opportunities, as this industry holds potential for rebound amid global recovery trends.
Check Previous week News : Global Footwear & Leather Stocks Pulse for Week 10, 2026
