Global Footwear & Leather Stocks Pulse Week 47
Week Ending November,21,2025
Reading Time: 8 minutes
Update on Last Week’s Key Events
Leather producers amplified their sustainability push at COP30 in Belém, Brazil, from November 10-21, releasing an updated manifesto on eco-friendly practices that caught investor attention. Officials now monitor implementation timelines amid global scrutiny.
Indonesia’s footwear and leather goods sector surged 8.3% year-over-year in Q1 2025, fueling optimism for export rebounds, though supply chain hiccups lingered into mid-November. Trade data shows continued momentum despite raw material volatility.
The industrial protective footwear market drew forecasts hitting $11 billion by 2031, with analysts highlighting demand spikes from construction booms during the week. Key players ramped up R&D announcements to capitalize.. Einpresswire
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
The Footwear & Leather Stock Pulse sector climbed 4.8% overall, outpacing the S&P 500’s weekly dip of -1.9%. Investors chased holiday prep gains amid tariff talks, while sustainability themes boosted sentiment. No single move cracked 25%, but V.F. Corp’s rally underscored apparel-footwear crossovers. Broader trends point to resilient North American retail, tempered by Asian export pressures. TheGlobeandmail
| Rank | Company | Ticker | Region | Weekly % | YTD % | Driver | Source |
|---|---|---|---|---|---|---|---|
| 1 | V.F. Corporation | VFC | North America | +13.79 | -23.43 | Q3 earnings beat on Vans brand strength | Yahoo Finance |
| 2 | Capri Holdings | CPRI | North America | +10.09 | +15.96 | Merger speculation with luxury peers | Yahoo Finance |
| 3 | Wolverine World Wide | WWW | North America | +7.95 | -28.51 | Cost-cutting measures yield margin gains | Yahoo Finance |
| 4 | Boot Barn Holdings | BOOT | North America | +7.32 | +20.49 | Strong western wear demand pre-holidays | Yahoo Finance |
| 5 | Caleres | CAL | North America | +6.24 | -52.42 | Retail foot traffic rebounds in key stores | Yahoo Finance |
| 6 | Crocs | CROX | North America | +5.49 | -26.00 | Jibbitz accessory sales surge | Yahoo Finance |
| 7 | Birkenstock Holding | BIRK | Europe | +3.86 | -28.38 | Seasonal sandal-to-boot transitions | Yahoo Finance |
| 8 | Tandy Leather Factory | TLF | North America | +2.30 | -22.62 | Raw hide price stabilization aids margins | Yahoo Finance |
| 9 | Shoe Carnival | SCVL | North America | +0.67 | -47.15 | Q3 results reaffirm fiscal outlook | Yahoo Finance |
| 10 | Under Armour | UAA | North America | +0.47 | -47.16 | New athlete endorsements lift visibility | Yahoo Finance |
V.F. Corporation stormed ahead with a 13.8% leap, powered by Vans’ unexpected sales pop that analysts called a “turnaround spark.” Capri Holdings followed suit at 10.1%, as whispers of luxury tie-ups sent shares soaring—traders bet on consolidation plays. Wolverine World Wide engineers a 7.95% gain through aggressive restructuring, shedding costs like yesterday’s trends. Boot Barn Holdings gallops 7.32% higher, riding holiday boot cravings in rural markets. Caleres revives 6.24% on bustling mall recoveries, proving value pricing still sells. Crocs clogs the competition with 5.49%, thanks to quirky add-ons stealing the show. Birkenstock eases into 3.86% amid cozy fall shifts, while Tandy Leather crafts a modest 2.3% lift from steady supplies. Shoe Carnival steps lightly up 0.67% post-earnings, and Under Armour inches 0.47% on star power.
Top 5 Weekly Losers
| Rank | Company | Ticker | Region | Weekly % | YTD % | Driver | Source |
|---|---|---|---|---|---|---|---|
| 1 | Relaxo Footwears | RELAXO.NS | India | -4.55 | -34.92 | Weak monsoon demand lingers into Q4 | Yahoo Finance |
| 2 | Superhouse | SUPERHOUSE.NS | India | -3.78 | -23.35 | Export tariff fears weigh on leather exports | Yahoo Finance |
| 3 | Levi Strauss & Co. | LEVI | North America | -1.85 | +19.86 | Denim slowdown spills to footwear lines | Yahoo Finance |
| 4 | Designer Brands | DBI | North America | -0.83 | -29.47 | Competitive pricing pressures from discounters | Yahoo Finance |
| 5 | Weyco Group | WEYS | North America | +0.07 | -13.37 | Flat volumes offset by currency headwinds | Yahoo Finance |
Regional Roundup
North America Footwear Stock Movers
V.F. Corp led with 13.8% gains on brand revivals, while Capri Holdings climbed 10.1% amid deal buzz. Levi Strauss slipped 1.85%, hit by apparel drags. Yahoo Finance Yahoo Finance
Europe
Birkenstock steadied at +3.86%, buoyed by direct-to-consumer shifts, per regional sales data. French leather goods showed mixed Q3, with exports up but volumes flat. Yahoo Finance
Asia
Crocs held +5.49% despite China export dips of 2% in volume. Indonesia’s sector grew 8.3%, lifting sentiment Yahoo Finance
India November 2025 Footwear Stock Movers
Relaxo Footwears tumbled 4.55% on seasonal slumps, while Superhouse fell 3.78% over trade barriers. Yahoo Finance
Leather Lens
Leather goods markets eye $448.2 billion in 2025, with a 6.32% CAGR through 2030, driven by luxury demand and sustainable sourcing. Projections signal steady prices amid supply chain tweaks, though tariffs could nudge costs up 5-7% next year, per Reuters analysis
Investor Insights
Analysts applaud Capri Holdings’ upside, rating it a buy with 20% potential on acquisition synergies. For leather plays like Tandy, notes highlight 15% growth from eco-materials, but warn of volatility in raw hides..
What to Watch Next Week
The Made in Nigeria Shoe Expo kicks off November 27 in Abuja, spotlighting African leather innovations. U.S. tariff updates could jolt imports, per ongoing Trump policy chatter.
V.F. Corp’s full Q3 breakdown drops November 25, testing Vans momentum.
Closing Note
The Footwear & Leather Stock Pulse reveals pockets of resilience amid broader caution—stay tuned for tariff twists. Subscribe now for weekly insights, and catch the next edition on November 28.
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