Solving the Goose Down Shortage
As intriguing as muscovy is, progress and performance alone aren't driving the shift and, unfortunately, your next down jacket won't necessarily be cheaper even if it's filled with duck fluff. The demand for down is at an all-time high and expected to keep growing. Estimates vary, but a 2025 Global Trends Observatory report predicts it will nearly double by 2032 from a $3.5 billion global industry to $5.2 billion. Another study predicts it to hit as high as $8.7 billion in the same period.
"As it has become more stylish to wear down, it's the outsiders in that space—the more fashion forward brands—that have been really increasing the demand for down that's on the market," Therm-a-rest's product line manager, Chris Davis, said.
In recent years, traditional performance brands have capitalized on gorpcore and ski trends, stressing the limited supply chain. Arc'teryx sells 24 different down jackets and only a fraction of those are made for truly technical pursuits. Huge outsider fashion brands like SKIMS, Supreme, and Jil Sanders are edging into the outdoor apparel market—all three have done recent collabs with The North Face. It's an older story, but there's no better example of goose down’s shift towards mainstream status than that of Canada Goose, which rebranded in the 2010s from the maker of attire for Arctic scientists to one that produces the choice jacket of the 1%.
It's not just the outdoor brands, either. Luxury designers, athleisure brands, and those making daily staples want in too. Aritzia, Quince, and Moncler are some of the top goose down users in the country. Uniqlo and its parent company Fast Retailing, the third-largest clothing manufacturer and retailer in the world, are known to produce millions of units per style and counts down jackets among its best sellers. Even Louis Vuitton is attempting to capitalize on the trending term "puffer jacket” in their 25/26 ski line.
So yes, to an extent, you can blame the Kardashians and Bay Area tech bros for the price of a new down bag. Due to fluctuating supply and increased demand, goose down prices have more than doubled since 2021. According to Softie, fluctuating diets and meat prices in China have driven down the price of goose and duck, making farmers less incentivized to raise the birds and, because most down is a byproduct of the meat industry, reducing supply.
According to Softie, China itself has also been consuming more goose down given their cold northern climate, further reducing the overall supply. Meanwhile, greater interest in natural materials worldwide and a boom in travel and hospitality in developing countries—a lot of down goes into bedding, the kind you find at nice hotels—have added to the demand. Throw in tariffs where none previously existed and you have a supply chain under heavy pressure.
"When President Trump enacted reciprocal tariffs in 2025, the goose down we import from Europe went from a 0% to a 15% tariff rate. There's no domestic goose down source available in the qualities and quantities we need," Juna Gates, the founder of Feathered Friends, explained. “The tariff structure doesn't give any break for raw materials imported for use in US manufacturing, so the cost to make our products has risen significantly over the past year.”
"We absorbed the cost increase for as long as we could, but as a small business with slim margins we eventually need to pass on those extras," she said. "We raised sleeping bag prices this past fall and will be raising garment and bedding prices in early 2026."
Across industries brands have been transparent about price increases due to tariffs. Many textiles simply aren't manufactured domestically and local producers won't pop up overnight. For the down industry, muscovy has stepped into that liminal space.