Twisted X Raises Prices by 3% Amid Tariff-Driven Cost Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 25 2025
0mins
Source: CNBC
- Tariff Impact: Twisted X has raised prices by 1% to 3% in 2025 due to surging import costs from tariffs imposed by the Trump administration, which has significantly increased raw material and shipping expenses.
- Industry-Wide Challenges: The leather industry is facing similar pressures, with projections indicating a nearly 22% increase in leather goods prices over the next two years, which will have long-term implications for consumer purchasing power, particularly from major suppliers like China, Vietnam, and India.
- Supply Chain Bottlenecks: Twisted X's reliance on overseas production, especially in China, has led to supply chain bottlenecks following the tariff implementation, increasing production cycles and costs, forcing the company to reassess its global supply chain strategy.
- Decline of Domestic Manufacturing: The U.S. leather manufacturing workforce has plummeted from 300,000 in the 1950s to 50,000 in 2025, limiting companies' ability to pivot away from imports in response to tariffs, thereby exacerbating reliance on foreign production.
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Analyst Views on SHOO
Wall Street analysts forecast SHOO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SHOO is 48.00 USD with a low forecast of 41.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 43.390
Low
41.00
Averages
48.00
High
52.00
Current: 43.390
Low
41.00
Averages
48.00
High
52.00
About SHOO
Steven Madden, Ltd. designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel. The Company’s Wholesale Footwear segment designs, sources, and markets its brands and sells its products to department stores, mass merchants, off-price retailers, shoe chains, online retailers, national chains, specialty retailers, independent stores, and clubs. Its Wholesale Accessories/Apparel segment designs, sources, and markets its brands and sells its products, primarily consisting of handbags and apparel, to department stores, mass merchants, off-price retailers, online retailers, specialty retailers, independent stores, and clubs. Its Direct-to-Consumer segment engages in the sale of footwear, handbags, apparel, and other accessories. Its Licensing segment engages in the licensing of the Steve Madden and Betsey Johnson trademarks for use in the sale of select apparel, accessories, and home categories as well as various other non-core products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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