Boots, Beats & Billion-Dollar Brands

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 10 May 2025

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0	Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.
0:08.0	Even if you aren't a Beyonce, Taylor Swift, or even a college football fan, you've seen the effect
0:13.5	each has had on Western wear. Cowboy Carter dropped in true Queen Bee fashion more than a year ago in
0:19.7	March 24, and we're still talking
0:22.0	about it. It's a Grammy Award-winning album of the year, not to mention Best Country Album.
0:27.9	Taylor Swift's era's tour started in March of 2023 and ended more than a year later.
0:33.3	Concert gores were decked out in friendship bracelets, anything that sparkled, and of course, cowboy boots.
0:40.3	And if you've been to any SEC football game, cowboy boots will let everyone know this ain't your first rodeo.
0:47.4	And no, you don't know anyone with a pair of white cowboy boots with LSU woven on the side.
0:52.1	Not to mention Yellowstone, 1883, and if I'm dating myself,
0:57.4	Walker, Texas Ranger. But let's go back to the beginning. Beyonce, Cowboy Carter, continues to thrive.
1:04.4	The tour has kicked off, and yes, the conversation surrounding Beyonce's twang set to music
1:10.0	with a whole lot of guitar strumming and woo's continues.
1:13.6	A search of the internet will show fans blazing in head-to-toe country chic.
1:18.6	Now you're listening to this thinking,
1:20.6	Julie, what does this have to do with the economy or stocks?
1:24.6	Because that's why I tune in to seeking Alpha.
1:28.9	Well, here we are.
1:32.2	Yes, there has always been a demand for Western wear.
1:35.1	Who doesn't love a Canadian or Texas Tuxedo?
1:40.3	You know, the cowboy boots, the wide-brim hats, leather belts, and well-fitting jeans?
1:45.3	But how much has the industry grown or how much is it projected to grow?
	...

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