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Author: SGB Executive

EXEC: BRP Inc. Divests More Marine Assets, Selling Quintrex, Stacer and Savage Brands

April 1, 2025 SGB Executive

The parent of the Ski-Doo and Lynx powersports brands has entered into a definitive agreement to sell 100 percent of the outstanding shares of Telwater Pty, Ltd. to Yamaha Motor Australia Pty Ltd., a subsidiary of Yamaha Motor Co., Ltd.

EXEC: Fila Holdings Officially Changes Name to Misto Holdings

April 1, 2025 SGB Executive

Misto Holdings manages a portfolio of brands, including Fila, Titleist, FootJoy, Scotty Cameron, and others; however, the name Fila Holdings was closely associated with the Fila brand, leading to a limited perception of its broader portfolio and global brand management role.

EXEC: Lululemon Shares Fall as Analysts React Strongly to Weak 2025 Outlook

March 31, 2025 SGB Executive

Analysts are keeping a keen eye on any hint of a consumer slowdown — the fuel for the U.S. economy. They were laser focused on a weaker-than-expected outlook for 2025, and another mention by a CEO of a “cautious consumer” and the effect of FX headwinds on EPS estimates.

Bogner Reports Solid Sales Growth, Retail Expansion in the Prior Fiscal Year

March 28, 2025 SGB Executive

Bogner also expanded its Management Board during the 2024 calendar year with the addition of Daniel Hiendlmeier as chief brand officer in June 2024 and Frank Wiesner, appointed as CFO in December. Both were also named a managing director.

EXEC: Will Mexico Tariffs Stymie Mainland Headwear’s Plans South of the Border?

March 28, 2025 SGB Executive

There was no mention of U.S./Mexico tariffs in the company’s Annual Report, even as more production moves south of the border for Mainland and New Era (presumably) that push to increase shipments in the second quarter and that could eat into company margins as tariffs are due in April after a 30-day delay.

EXEC: Colt CZ Group Profits Halved in 2024 Despite 51 Percent Revenue Growth

March 27, 2025 SGB Executive

Maintaining profitability in the Firearms segment through more effective cost control is one of the company’s goals for 2025, especially in the U.S. market. New CZ and Colt products are expected to play a key role for future growth in the U.S. market.

EXEC: Rip Curl and Oboz Parent KMD Posts Positive Fiscal H1 on Strong Online Sales

March 26, 2025 SGB Executive

The parent of the Rip Curl, Oboz and Kathmandu brands said Group online sales performance has been a highlight, with all three brands achieving double-digit sales growth y/y. Online reportedly remains a key growth priority for the Group.

EXEC: EY M&A Outlook Signals Cautious U.S. Deal Market

March 25, 2025 SGB Executive

EY expects U.S. deal volume will rise 10 percent in 2025, building on a robust 13 percent advance in 2024, driven by sustained economic activity, decreasing interest rates, pent-up demand & reduced valuation gaps.

EXEC: Sports Direct to Expand South Asia Presence with Map Active

March 25, 2025 SGB Executive

This latest strategic partnership between Sports Direct parent Frasers Group and MAP Active will expand the sporting goods retailer further into Indonesia, with entry into India, the Philippines, Thailand, Vietnam and Cambodia.

EXEC: Fila Sets U.S. Re-Org and Inventory Sell-Off; Market Re-Entry TBD

March 24, 2025 SGB Executive

The company has essentially shuttered the U.S. business and expects full clearance by strategically selling off Fila USA inventory by the end of 2025, and determine if best avenue for re-entry in the market is direct operations, licensing or a distribution model.

EXEC: Stella Footwear Factories Ship 53M Pairs in 2024

March 21, 2025 SGB Executive

The manufacturer of footwear for Nike, Saucony, Under Armour, Merrell, Timberland and Ugg saw Q3 shipment volumes roughly flat in US dollar terms, despite comping against a decrease of approximately 18.7 percent in Q3 last year.

Nike, Inc. Sees Turnaround Efforts Lasting through Fiscal 2026

March 20, 2025 SGB Executive

Analysts were optimistic about the “Win Now” initiatives outlined by CEO Elliott Hill, but many shared concerns that the path ahead is likely to be long and volatile, pushing into the 2026 fiscal year, which commences in July 2025.

EXEC: The Apparel Brands Bringing the Brand Heat in 2025

March 20, 2025 SGB Executive

The Third Annual Brand Heat Index from L.E.K. Consulting identified the brands to have gaine in popularity, or increasing brand “heat,” across major product categories and generations in women’s and men’s footwear and apparel.

EXEC: Designer Brands CEO Shares 2025 Plans for DSW, Topo Athletic, Keds and Private Label

March 20, 2025 SGB Executive

The parent of DSW, The Shoe Co., and Rubino, and the Topo Athletic, Keds, Le Tigre, Hush Puppies, and other footwear brands, plans to focus on a larger athleisure assortment at retail and more focus on Topo Athletic, Keds and Private Label in the Brand Portfoloio.

EXEC: The Footwear Brands Bringing the Brand Heat in 2025

March 19, 2025 SGB Executive

L.E.K. said the athletic footwear brands tend to engender the most excitement from consumers overall, and other surveys and analysis over the last year have seen even more excitement as Nike stumbled and left the door open for others.

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