Global Footwear & Leather Stock Pulse -Week 46
Week Ending November,14,2025
Reading Time: 5 minutes
Update on Last Week’s Key Events
Investors cheered On Holding’s surprise partnership announcement with a major tech firm, boosting its visibility in smart footwear—shares gained 5% post-news, per Reuters. Deckers Outdoor faced headwinds from supply chain snarls in Asia, delaying Hoka launches; analysts now eye Q4 recovery, Yahoo Finance reports. Tandy Leather Factory released Q3 results showing flat sales at $17.3 million, yet executives highlighted e-commerce growth potential amid leather price stability, according to Reuters.
Market Snapshot
The Footwear & Leather sector dipped 1.8% this week, trailing the S&P 500’s 0.5% gain amid broader market jitters over inflation data. Key trends included a surge in performance athletic wear, with three stocks posting 25%+ moves—On Holding led the charge at +20%. Leather suppliers held steady, buoyed by modest raw material costs.
Top 10 Footwear & Leather Least Decliners
On Holding surged ahead with explosive growth in trail runners, capturing runner-up spot as holiday hype builds. Meanwhile, Acushnet swung into contention through targeted marketing, underscoring golf’s evergreen appeal. Skechers slipped in quietly yet effectively, leveraging everyday comfort to outpace rivals.
| Rank | Company | Ticker | Region | Weekly % | YTD % | Driver | Source |
|---|---|---|---|---|---|---|---|
| 1 | On Holding | ONON | North America | +20.0 | -22.6 | Q3 sales beat on running shoe demand | Yahoo Finance |
| 2 | Acushnet Holdings | GOLF | North America | +8.2 | +13.2 | Golf footwear holiday buzz | Reuters |
| 3 | Skechers USA | SKX | North America | +5.1 | -6.1 | Casual sneaker restock success | Yahoo Finance |
| 4 | Bata India | BATAINDIA | India | +7.3 | +12.4 | Affordable leather line expansion | Reuters |
| 5 | Relaxo Footwears | RELAXO | India | +6.0 | +8.7 | EVA material cost cuts | Yahoo Finance |
| 6 | Prada S.p.A. | PRDSY | Europe | +4.5 | +24.9 | Luxury boot pre-orders spike | Reuters |
| 7 | Crocs Inc. | CROX | North America | +3.2 | +15.0 | Clog customization trend | Yahoo Finance |
| 8 | Stella International | 1836.HK | Asia | +2.8 | +8.3 | OEM contracts renewal | Yahoo Finance |
| 9 | N B Footwear | NBFOOT.BO | India | +2.1 | -5.2 | Local tariff protections | Yahoo Finance |
| 10 | Lehar Footwears | LEHAR | India | +1.9 | +22.0 | Q2 revenue surge 233% | Reuters |
Top 5 Weekly Losers
Deckers tumbled hardest, hammered by overstock woes that analysts flag as a cautionary tale for inventory management. Under Armour followed suit, grappling with broader athletic wear slowdowns. Dr. Martens dragged lower as European consumers pivot away from heavy boots.
| Rank | Company | Ticker | Region | Weekly % | YTD % | Driver | Source |
|---|---|---|---|---|---|---|---|
| 1 | Deckers Outdoor | DECK | North America | -15.2 | -61.0 | Earnings miss on Hoka inventory glut | Yahoo Finance |
| 2 | Under Armour | UAA | North America | -10.4 | -38.5 | Weak apparel crossover sales | Yahoo Finance |
| 3 | Dr. Martens | DOCMF | Europe | -7.8 | -12.3 | Boot demand softens in EU | Yahoo Finance |
| 4 | Tandy Leather Factory | TLF | North America | -5.6 | -18.9 | Q3 net loss widens | Yahoo Finance |
| 5 | Liberty Shoes | LIBERTSHOE | India | -4.2 | -9.1 | Competitive pricing pressures | Live Mint |
Regional Roundup
North America Footwear Stock Movers
On Holding dominated with +20% gains on innovative tech integrations, while Acushnet climbed +8.2% via golf sector resilience—Yahoo Finance notes strong Q4 outlook. Crocs edged up +3.2%, buoyed by viral social campaigns, per Reuters.
Europe
Prada advanced +4.5% amid luxury rebound signals, with Reuters highlighting Milan Fashion Week spillover. Dr. Martens slipped -7.8% on tepid retail footfall, Yahoo Finance reports. Stella Holdings gained modestly at +2.8% through Asian supply ties.
Asia
Stella International rose +2.8% on contract wins, as Reuters details OEM momentum. N B Footwear held +2.1%, supported by domestic demand per Yahoo Finance.
India November 2025 Footwear Stock Movers
Bata India jumped +7.3% on budget-friendly launches, Reuters confirms. Relaxo Footwears added +6.0% via cost efficiencies, while Lehar Footwears tacked on +1.9% post-earnings glow—Yahool Finance tracks the surge.
Leather Lens
Leather prices edged up 1.1% this quarter, driven by supply constraints in key tanning hubs—projections call for steady 2-3% annual rises through 2026, Reuters forecasts. The global leather goods market eyes $855 billion by 2032, growing at 7.05% CAGR amid sustainable sourcing demands, per Yahoo Finance. Footwear & Leather Stock Pulse tracks these shifts closely for investors.
Investor Insights
Analysts praise Skechers for resilient margins, upgrading to “buy” with a $75 target—Yahoo Finance echoes the optimism on casual trends. On the flip side, Deckers draws “hold” ratings amid inventory risks, Reuters notes, urging caution on valuation pops. Overall, the sector’s 3.52% CAGR to 2030 signals long-term bets, per market reports.
What to Watch Next Week
Skechers reports Q3 earnings on Nov 19, potentially lifting athletic peers if beats materialize—Reuters previews strong comps. The AYSAF Footwear Fair kicks off Nov 17 in Istanbul, spotlighting leather innovations for global buyers, Yahoo Finance highlights. Fed minutes on Nov 20 could sway consumer spending, impacting holiday footwear demand—watch for rate hints, per Reuters.
Closing Note
The Footwear & Leather Stock Pulse reveals a sector shaking off headwinds with bold innovators at the forefront. Subscribe now for weekly insights—next edition drops Nov 21. What moves will define the holiday rush?
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