VF Scores Analyst Upgrades Ahead of Earnings Report on Vans’ Recovery Prospects
EXEC: Lululemon Board Hits Back at Founder Chip Wilson, Sets Proxy Vote for June
EXEC: Hoka Parent and Nike Inc. Stocks Downgraded on Potential GLP-1 Adoption Effect
EXEC: L.L.Bean Sees Flat Sales for Third Straight Year; Employee Bonus Shrinks
EXEC: Wolverine Worldwide CEO Sees Saucony as a “Disruptive Challenger Brand”
SGB Update
Revelyst Appoints President, Simms Fishing Products and Revelyst Outdoor Performance
Revelyst, Inc. has appointed Dave Mellon, Grundéns’ former president, as president of Simms Fishing Products and Revelyst Outdoor Performance, which also includes the Bushnell, Camp Chef, Stone Glacier, and Primos Hunting brands.
RideNow Group Expands Floorplan Financing Ahead of Key Powersports Season
The increase is said to bring RideNow’s total credit capacity to approximately $400 million, up significantly from the amount reported at the close of 2025.
Atomic Strengthens North America Leadership Team, Adds New GM
Sean Kennedy, a 12-year Atomic veteran, has been promoted to general manager, North America. He was most recently marketing director for North America. He reports to Christian Haitzmann, VP of commercial, reflecting the closer alignment of regional omni-channel execution within Atomic’s global commercial organization.
Goodr Appoints Pepe Landa as Director of Global Sales & Marketing
Sunglass brand Landa appointed Pepe Landa, formerly at On, Boardriders and Rip Curl, as director of global sales and marketing.
Xponential Fitness Names New President
Danielle Parra is said to bring over 20 years of experience in operations, marketing, product development, and digital across franchise systems and private equity-backed organizations.
SGB Executive
VF Scores Analyst Upgrades Ahead of Earnings Report on Vans’ Recovery Prospects
VF Corp. was upgraded to “Buy” from “Sell” by Williams Trading and to “Buy” from “Neutral” by BTIG ahead of the company’s earnings report on Wednesday, due in large part to further confidence that Vans is on the path back to growth.
EXEC: Lululemon Board Hits Back at Founder Chip Wilson, Sets Proxy Vote for June
Lululemon Athletica Inc. has taken its fight with founder Chip Wilson public, writing in a letter to shareholders on Monday that he has “outdated perspectives” and “troubling conflicts of interest” that will derail the retailer’s turnaround plan.
EXEC: Fila Parent Misto Holdings Credits Acushnet Business for Company’s Q1 Upside
Although revenue in the Misto division declined year-over-year due to the restructuring of its U.S. Fila business, revenue excluding the U.S. operations reportedly increased 3.8 percent year-over-year, while “maintaining stable growth momentum.”
EXEC: Hoka Parent and Nike Inc. Stocks Downgraded on Potential GLP-1 Adoption Effect
From a category perspective, the Wells Fargo analyst sees footwear and athletic apparel as “underperformers” within the movement toward GLP-1 adoption. As a result, he said he has become “more negative” on footwear and athletic stocks. He downgraded Nike Inc. to Equal Weight from Overweight and Deckers Outdoor to Underweight from Equal Weight.
EXEC: L.L.Bean Sees Flat Sales for Third Straight Year; Employee Bonus Shrinks
L.L.Bean’s sales were flat in 2025 for the third straight year, totaling $1.7 billion. In recognition of these results, L.L.Bean’s Board of Directors approved a performance bonus of 6 percent of annual pay for its approximately 5,700 year-round employees.
