Asia Pacific Textile Apparel And Footwear Monthly Tracker

This report provides a monthly update on the Asia Pacific textile, apparel, and footwear supply chain, highlighting mixed OEM order trends and downward revisions to earnings estimates for major players like Shenzhou and Yue Yuen. US retail demand remains resilient, while European trends remain consistent with previous months.

Key Takeaways

• 1.OEM order trends remain mixed; Eclat outperformed while footwear makers Yue Yuen and Feng Tay lagged.
• 2.US consumer demand remains resilient, though labor market data came in softer than expected.
• 3.Earnings estimates for OEMs (Shenzhou, Yue Yuen, Pou Sheng, Feng Tay) were revised downward due to margin pressure and softer sales.

Table of Contents

• Asia Pacific Textile, Apparel & Footwear: Monthly Tracker: OEM mixed trend continued; PS softer; refreshing our estimates for OEM sector
• Exhibit 1: Monthly momentum of sportswear supply chain
• Company-specific highlights
• 1H26/2Q26 preview and earnings revisions
• Updates on US/Europe consumption trends
• Read-across from global brands
• Appendix

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial