Footwear supply chain stalls as tariff uncertainty c - leatherbiz: Lea Leatherbiz

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Footwear supply chain stalls as tariff uncertainty continues

18/03/2026
Feng Tay Enterprises, a longstanding Nike footwear manufacturer, reported February 2026 manufacturing revenues of NT$5.81 billion, down 12.3 percent year-over-year, following an 11.4 percent rise in February 2025. January shipment volumes fell less than 2 percent, leaving two-month YTD revenue at NT$12.6 billion, down 6.9 percent.

Yue Yuen Industrial’s February 2026 net consolidated operating revenue rose 19.4 percent year-over-year to $674.5 million, supported by stronger China retail sales. Its manufacturing business declined 5.9 percent in the month, contributing to a 2.5 percent drop for the two-month YTD period.

Yue Yuen’s Pou Sheng China retail business posted an 81.5 percent year-over-year increase in February, reversing January’s 32.5 percent decline, with the two-month YTD performance up 0.9 percent.

The figures highlight differing trends across manufacturing and retail, with China’s retail market providing a notable boost amid broader production declines.

Related stories:

Yue Yuen manufacturing leads recovery 11/10/2024
New Nike production line planned for China 01/10/2001

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