USA-Iran Conflict: Footwear Industry Prepares Strategic Shifts in Suppliers and Logistics Routes

Over 70% of Experts Anticipate Adjustments

The survey results reveal a clear trend toward reorganization: more than seven in ten respondents expect some type of adjustment to their suppliers, markets, or logistics routes due to the conflict. Specifically, 26.9% expect significant changes, while 44.4% anticipate changes to a limited extent.
These findings reinforce the conclusion that geopolitical risk has become a structural influence on sourcing and logistics decisions for the remainder of 2026. In contrast, only 20.4% of experts believe companies will maintain their current routes and suppliers without changes.

Regional Divide: Asia and Africa Leading the Change

While the concern is global, the strategic response varies by region. Respondents located in Asia and Africa are more likely to expect significant changes to their operations than those in other regions. This proactive stance occurs even as Western markets report higher levels of perceived vulnerability; the balance of pessimistic expectations regarding the conflict's impact reaches 50 percentage points in North America and 44 percentage points in Europe.

Cost and Logistics as Primary Drivers
The decision to alter suppliers or routes is a direct response to mounting operational pressures. Industry experts identify the following as the primary transmission channels of the conflict, as already reported in an article published last week (available HERE):
• Transportation and Logistics Costs: Cited by 30.6% of respondents as the top concern, reflecting higher freight rates and supply chain complexity.
• Raw Materials and Inputs: Highlighted by 27.8%, as production remains vulnerable to shifts in the trade flows of leather, rubber, and synthetics.
• Energy Costs: Identified by 18.5% of experts, given that fluctuations in oil and gas prices rapidly translate into higher manufacturing and distribution expenses.

A Gradual but Inevitable Shift
Although the majority of experts expect the industry's response to be gradual or selective rather than a sudden, sector-wide disruption, the data confirms that geopolitical developments are now a "material risk". To remain competitive in this volatile environment, companies are increasingly prioritizing the diversification of supply chains and the strengthening of cost-management practices.