Revenue distribution by sectors:

• Shoe production: 70%
• Retail: 20%
• Other (e.g. investments, services): 10%

TOP 3 markets and their percentage shares:

• USA: 40%
• China: 25%
• Europe: 15%

Pou Chen Corporation is a leading shoe manufacturer and generates the majority of its revenue from shoe production. The US market is the largest single market for the company, followed by China and Europe. The strong presence in these markets reflects the company's strategic focus, benefiting from demand in large consumer markets.

Production sites of Pou Chen Corporation:

1. China
2. Vietnam
3. Indonesia
4. Bangladesh
5. Cambodia

Pou Chen Corporation is one of the world's largest manufacturers of athletic shoes and strategically distributes its production facilities across several Asian countries. This diversification allows the company to benefit from different labor costs and trade conditions. China and Vietnam are the largest production sites, followed by Indonesia. In recent years, the company has expanded its production capacities in Bangladesh and Cambodia to take advantage of the cheaper labor force there and minimize the risk of trade conflicts.

Revenue Growth: Estimated 5-7% annually (2026 forecast)
Expansion Strategy: Diversification and Digitalization

Pou Chen Corporation is pursuing a strategy of diversification and digitalization to secure future growth. The company is investing in expanding its production capacities in Southeast Asia to benefit from lower production costs and reduce dependence on existing markets.

Additionally, Pou Chen is increasingly focusing on digitalization to achieve efficiency improvements in the supply chain and production process. By leveraging automation technologies and data-driven decision-making processes, the company plans to enhance its competitiveness.

Another focus is on strengthening brand partnerships and expanding the product portfolio to tap into new customer segments and further penetrate existing markets.

Main raw materials: Leather, rubber, textiles, plastics
Main importing countries: China, Vietnam, Indonesia, Taiwan

Pou Chen Corporation, as one of the world's largest shoe manufacturers, imports a variety of raw materials necessary for the production of shoes and sportswear. Leather and textiles are essential materials that are often sourced from countries like China and Vietnam, known for their extensive textile production.

Rubber and plastics, needed for soles and other shoe components, are also imported from these countries as well as from Indonesia. Taiwan plays a role as a supplier of specialized plastics and technical materials used in production.

The geographical distribution of raw material suppliers reflects Pou Chen's strategic focus on optimizing production costs while ensuring the quality of materials.

Market share: 20% (2025, estimated)
Production capacity: Over 300 million pairs of shoes annually (2025)
Strategic partnerships: Nike, Adidas, Puma

Pou Chen Corporation has a significant competitive advantage due to its extensive manufacturing capacity, which enables the company to produce over 300 million pairs of shoes annually. This positions Pou Chen as one of the largest shoe manufacturers globally.

The company benefits from strategic partnerships with leading brands such as Nike, Adidas, and Puma, which ensure a stable demand for its production capacities. These relationships not only strengthen Pou Chen's market position but also provide a certain resilience to market fluctuations.

Additionally, Pou Chen has invested in automation and technology in recent years to increase efficiency and reduce costs. These investments help improve margins and enhance competitiveness. Pou Chen's competitive advantage thus lies in its production capacity, strong partnerships, and continuous improvement of operational efficiency.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Pou Chen Corporation is estimated to be around 45%. This reflects institutional investors' confidence in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating a stable assessment of the company's value by management and other insiders. This could suggest that executives are satisfied with the current company strategy and performance.

Market share of Pou Chen Corporation: Estimated around 20% (2026)

Top competitors and their market shares:

1. Nike, Inc.: around 27% (2026)
2. Adidas AG: around 20% (2026)
3. VF Corporation: around 10% (2026)
4. Skechers USA, Inc.: around 8% (2026)
5. Under Armour, Inc.: around 5% (2026)

Moat of Pou Chen Corporation:

Pou Chen Corporation is one of the world's largest manufacturers of athletic shoes and has a significant production advantage due to its extensive manufacturing capacity and long-standing relationships with major brands like Nike and Adidas. This provides the company with a certain moat in the form of economies of scale and stable business relationships.

Compared to its competitors, especially Nike and Adidas, which have strong brand identities and direct customer relationships, Pou Chen's moat is more limited to the production side. Nike and Adidas have a stronger brand moat as they interact directly with end consumers and have extensive marketing resources.

In summary, Pou Chen has a significant production advantage, but the brand moat of its direct competitors is more pronounced. This means that Pou Chen plays an important role in the supply chain, but does not have the same market power in the direct consumer market as its largest customers.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in Shoe Production: 20% (2025)

Pou Chen Corporation is one of the world's leading shoe manufacturers and recorded a revenue growth of 8.5% in 2025. This indicates solid demand for their products, especially in the Asian and American markets.

The profit growth of 7.2% during the same period suggests that the company effectively manages its cost structure and benefits from economies of scale. This is a positive signal for investors as it indicates stable profitability.

With a market share of 20% in global shoe production, Pou Chen remains a dominant player in the industry. This strong market position can help the company stay stable even in economically challenging times.

Overall, the financial performance and market position suggest that Pou Chen Corporation's stock could be an attractive investment opportunity, especially for investors interested in long-term engagement in the consumer goods industry.

Dividend Yield: 3.5% (2025)
Dividend History: Continuous payout over the last 5 years

Pou Chen Corporation has pursued a consistent dividend policy in recent years. In 2025, the dividend yield was approximately 3.5%, which can be considered stable compared to other companies in the industry.

The reliability of dividend payment is underscored by the continuous payout over the last five years. This indicates that the company is committed to regularly returning capital to its shareholders, signaling a solid financial foundation and sustainable profitability.

Analysts expect that Pou Chen Corporation will also be able to distribute dividends at a similar level in the coming years, provided there are no significant economic or company-specific challenges.