Boot Barn and Brunt Workwear report rising demand for industrial footwear as data-center construction projects across the U.S. drive a surge in bulk workwear orders.
Boot Barn is seeing growing bulk workwear orders tied to data-center construction, indicating a demand tailwind from AI infrastructure spending.
Brunt Workwear reports strong demand from data-center construction in California and Texas, reflecting the same AI infrastructure trend.
Boot Barn reports a significant uptick in bulk workwear orders driven by the rapid expansion of U.S. data-center construction. CEO John Hazen noted that the retailer is now strategically stocking stores based on the proximity of these massive infrastructure projects, signaling that the AI spending boom is creating tangible demand for traditional industrial apparel.
The massive construction effort required to build data centers necessitates large-scale procurement of industrial apparel, such as steel-toe boots, for the labor force, creating a new revenue stream for retailers like Boot Barn.