Amer Sports CEO James Zheng told analysts on a Tuesday conference call that the company’s Arc’teryx brand delivered another great quarter, with broad-based strength across regions, channels, and categories, including another exceptional performance in the women’s business during the period.

Technical Apparel segment revenues, which are dominated by Arc’teryx, increased 32 percent to $674 million in Q2, led by the primary brand. The segment also includes the Peak Performance brand.

Channel Summary
Segment growth for the quarter was said to be fueled by a 34 percent direct-to-consumer (DTC) increase, including a 17 percent omni-comp, which is said to reflect year-over-year revenue growth from owned-retail stores and e-commerce sites that have been open at least 13 months.

Amer opened eight net new Arc’teryx stores globally in Q2, and the company continues to plan 30 to 35 net new Arc’teryx stores for full-year 2026, coming from across all markets.

Technical Apparel segment Wholesale revenues reportedly grew 27 percent for the quarter.

Region Summary
The Technical Apparel growth rate was reportedly led by Asia Pacific, followed by accelerating growth in the EMEA and Americas, followed by Greater China. Amer Sports CFO Andrew Page said all regions continue to grow strong double digits.

“Not only is the brand seeing a nice acceleration in North America and EMEA — the largest Outdoor markets in the world — Greater China continued to deliver strong growth and maintain exceptional profitability in Q2,” Page offered.

Greater China Region
The company finished Q2 with approximately 140 Arc’teryx stores in Greater China, between owned and franchise, and said the number could increase to 200 long term.

Page said are planning 10 to 12 net new store openings in Greater China for the full year 2026, with openings weighted toward the second half and the fourth quarter. He said the brand had one net new China opening in Q2, the Chengdu flagship store, which spans over 7,000 square feet and two levels, featuring a distinctive “Cliff House” design.

Americas Region
Arc’teryx growth reportedly continued to accelerate in North America in Q2, with the brand delivering strong double-digit omni-comps in the U.S.

“We are seeing significant progress in U.S. brand awareness, rising by approximately 50 percent versus last fall, led by top-of-funnel marketing,” Page said. “We will also focus on further leveraging brand experience and community to unlock higher conversion in the U.S.”

Second quarter store openings in North America included Oakridge Park in Vancouver and Southdale in Minnesota, which Page said were were both very elevated presentations of the brand.

“We now have 75 stores in North America, which we believe could be 200 doors over time,” he estimated.

“In the U.S., we are expanding into a new partnership with Dick’s Sporting Goods, where we will be entering 15, hand selected, premium House of Sports locations for Fall/Winter 26,” Page announced. “Arc’teryx will be showcased in elevated and experiential shop-in-shop formats, with a particular emphasis on the core outerwear offerings, including footwear. This is still in the test and learn stage, but has the potential to expand further over time.”

EMEA Region
EMEA remains the most under-penetrated market for the Arc’teryx brand, according to comments from Page. He said they we are continuing to open “great locations,” including Oslo and Copenhagen in Q2, which were both said to be off to exceptional starts.

“We now have 19 stores across EMEA, and we believe the market could support 75+ over the long-term,” the CFO added.

“We believe Arc’teryx is a truly global brand with significant runway in all major markets, and are encouraged by the strong double-digit growth across all four regions in Q2,” Zheng stated.

Category Summary

Women’s
CEO Zheng highlighted the brand’s momentum in the Women’s business in Q2, which grew faster than any other category for the Arc’teryx brand.

“Our confidence in the size and scale of our women’s opportunity is very large,” he said.

“Brand awareness and affinity with women is rising significantly as we improve fit, style, and function and also build expanded assortments,” Zheng continued. “Redesigning our core ABCG models for her, plus expanding feminine color palettes is driving higher female traffic and conversion.”

In Q2, newness and seasonal colorways generated over 60 percent of women’s sales.

Zheng called out standout new franchises include the Sinsola and Olia lightweight hiking styles, and also the Sonii utility vest and jacket. Additionally, he said remarkable success in women’s bottoms, with franchises like the Clarkia, Leutia, and Nia pants, is helping the brand “unlock the female consumer from head-to-toe, driving higher overall spend.”

Footwear
The Footwear business reportedly had “another great quarter,” including strong double-digit growth across regions led by both existing and new styles.

“Popular existing styles include the Norvan LD 4 trail shoe, which continues to be our biggest volume driver — followed by the Konseal trekking shoe,” Zheng detailed. “In March we launched the latest version of our technical trail-racing shoe, the Sylan 2, [which is] performing very well so far.

“Looking forward, we are confident that Arc’teryx has an exciting pipeline of shoe releases for the upcoming years,” the CEO said.

Veilance
The Veilance sub-brand reportedly saw “solid growth” in Q2 off a small base, which is to say it probably did not grow as fast as the other elements of the Arc’teryx business despite its small size.

“We continue to focus on investing in newness, further developing our collections, and expanding distribution — all of which is creating engagement and awareness in the marketplace,” Zheng added.

Sustainability
Circularity and ReBIRD were said to continue to be at the heart of Arc’teryx. In Q2 the brand added five new ReBIRD centers, bringing the recycling and resale effort a total of 47 locations.

“Later this month we will unveil an important new innovation, which combines our passion for circularity with uncompromised technical performance,” Zheng teased.

Peak Performance
The Peak Performance brand also reportedly delivered “solid growth” in the second quarter.

“The brand continues to reduce its Nordics dependency and is rationalizing its footprint in the region, while seeing healthy growth in other parts of EMEA,” Zheng revealed.

“For both Peak Performance — and our Winter Sports Equipment brands — we are excited that Freeride Ski will become an Olympic sport at the 2030 games,” Zheng said. “Peak Performance sponsors the Freeride World Tour, and our Ski equipment brands sponsor many of the professional Freeride skiers.”

Profitability
Technical Apparel segment Adjusted operating margin expanded 470 basis points to 18.8 percent of revenue in the second quarter, including a 170 basis-point benefit from net tariff refunds. Margin expansion was said to be driven by both gross margin expansion and SG&A leverage on strong sales.

Outlook
Amer Sports raised its Technical Apparel segment 2026 revenue growth guidance from its previous range of 22 percent to 24 percent growth for the year to a new range of 25 percent to 26 percent growth.

Image courtesy Arc’teryx/Amer Sports, Inc.