The expectations of a tough month for container deliveries in May come true for active lifestyle footwear if the trend lines at the two largest  active lifestyle footwear factories are an indication – especially at Nike-aligned Feng Tay. The National Retail Federation’s (NRF) latest Port Tracker Report suggested that May shipments would be weaker – although port data was missing – but shipping container traffic would surge in the coming summer months as the Trump Administration agreed to a 90-day pause in higher tariffs. The NRF report noted that U.S. ports had not yet provided May data (see link at the bottom of this article for the Federation’s report).

At first glance, it appears that the expected U.S. port slowdown in footwear shipment deliveries from Southeast Asia factories in the first month since “Liberation Day” did not materialize in April as expected but may very well play out in May, possibly due to pull-forward shipments and delays once the April 2 increases were announced. Many industry watchers expected deliveries scheduled in the sector would shrink in April after President Trump, on April 2, imposed significant tariff increases on what he referred to as “Liberation Day.”

As for May 2025 footwear shipments from Asia, two of the largest footwear producers in the region posted weaker numbers versus the April 2025 trends and year-over-year May volumes.

Feng Tay Enterprises
Feng Tay Enterprises, one of the longest-tenured manufacturers of Nike footwear, reported that manufacturing revenues cratered 23.4 percent to NT$6.0 billion in May 2025 after rising 2.7 percent to NT$7.3 billion in April. The company’s May shipment growth at Feng Tay cycled against a 16.6 percent increase in May 2024, the biggest year-over-year monthly increase for the year.

Five-month year-to-date (YTD) shipment revenues were down 4.3 percent through May to NT$34.0 billion.

Feng Tay Enterprises reports in New Taiwan Dollar (NT$) currency.

Yue Yuen Manufacturing
The company’s manufacturing business, responsible for footwear production by a large portion of major outdoor and athletic brands in the U.S. and Europe,  grew just 0.5 percent increase in May 2025, a sharp deceleration from 10.5 percent growth in April.

Manufacturing was up 5.6 percent for the 2025 five-month YTD period through May, falling from the 7.1 percent positive trend through April.

Total net consolidated operating revenue generated in May 2025 by Yue Yuen Industrial (Holdings) Limited, including the footwear manufacturing business and retail stores throughout China, dipped 0.8 percent year-over-year to $711.4 million, due to continued weakness in the Pou Sheng China Retail business accompanied the weaker growth in manufacturing.

Pou Sheng China retail revenues declined 3.3 percent year-over-year in May, signaling an improvement from the retail trend line in April.

The company’s net consolidated accumulative operating revenue for the 2025 year-to-date (YTD) period through May inched up 0.9 percent year-over-year to $3.40 billion.

Yue Yuen, and its footwear manufacturing business, trade and report in U.S. dollar ($) currency.

***

See below for additional SGB Media coverage of the ongoing U.S. tariff and cargo shipment issues.

NRF: Summer Import Cargo Forecast to Surge but Full Year is Expected Down