SGB Executive Apparel
EXEC: TNF’s Japan Distributor Sees Operating Profits Expand Double-Digits In Q1
Goldwin’s portfolio of brands, both owned or licensed, includes Goldwin, The North Face, Helly Hansen, Woolrich, Icebreaker, Macpac, Fischer, Sunski, Neutralworks, Play Earth Kids, Canterbury, Speedo, And Per Se, Allbirds, and Profecio.
EXEC: July Manufacturing Index Indicates Contraction in U.S. for Fifth Straight Month
Economic activity in the manufacturing sector contracted in July for the fifth consecutive month, following a two-month expansion preceded by 26 straight months of contraction, based on ISM’s survey of the country’s supply executives.
EXEC: Mainland Headwear Saw Q2 Profit Jump on Shift to Bangladesh Manufacturing
The headwear manufacturer for New Era and other large brands stated that the increase in net profit is primarily due to a rise in sales and profit, as more orders shifted from countries subject to higher U.S. tariffs to Bangladesh.
EXEC: SFIA’s President & CEO Todd Smith Discusses the Power of Sports and Fitness
Todd Smith, president and CEO of the Sports & Fitness Industry Association (SFIA) since last October, talked with SGB Executive about how it is evolving to meet its mission to promote sports and fitness participation and industry growth, its new initiatives and the Trump administration’s decision to bring back the Presidential Fitness Test.
EXEC: Lululemon Hit with Price Target Cut from Wells Fargo on Earnings Risk
Wells Fargo lowered its price target on Lululemon Athletica Inc. to $225 from $270 and its earnings estimates for the current and next year, suggesting another guidance reduction may be forthcoming from the athletic apparel retailer.
EXEC: Bogner Sells Majority Stake to Katjes International
Bogner, the Munich-based luxury apparel and skiwear brand, has found a new majority investor in Katjes International, also based in Germany, known for its confectionery and body care products. The transaction is expected to be completed in September and remains subject to approval by antitrust authorities.
EXEC: Columbia Sportswear Delivers Dismal Outlook on Columbia Brand Struggles in U.S.
On its second-quarter analyst call, Tim Boyle, Columbia Sportswear’s chairman, CEO and president, warned that U.S. wholesale orders for the flagship Columbia brand would likely remain down at least through the first half of 2026 as efforts to revive demand for the brand are being undermined by conservative orders from retailers in the face of proposed tariffs.
Macron Records 14.7 Percent Growth in Half
The Italian sportswear brand reported sales rose 14.7 percent in the first six months of 2025, to €107 million ($122mm) from €93 million a year ago. The gains were supported by “significant growth” in Germany and the U.S.
EXEC: Sebago, Kappa and Superga Parent BasicNet Sees DD Gain in H1 Royalties, Dip in Direct Sales
The Turin, Italy-based parent of the Kappa, Robe di Kappa, K-Way, Superga, Briko Jesus Jeans, Sabelt, and Sebago brands, reported consolidated revenues in the 2025 first half (H1) declined 0.7 percent to €172.6 million, compared to €173.9 million in the 2024 H1 period.
EXEC: Vans Parent Updates Market on Brand’s Turnaround Progress; Re-Launches Warped Tour
Among the signs that Vans is regaining brand heat, VF CEO Bracken Darrell cited a 50 percent increase in appointment bookings at Paris Fashion Week in June, including new accounts and accounts who have delisted Vans in recent years coming back. He also cited the “strong reaction” to skate-inspired silhouettes featured by many luxury brands in Paris this year.
EXEC: VF Corp. CEO Bullish on Return to Growth as TNF and Timberland Both Shine in Q1
On VF Corp.’s fiscal Q1 analyst call, CEO Bracken Darrell spent much of the time discussing VF’s progress on the goal of returning the company to growth, highlighted by sales expanding 5 percent at The North Face in the period and 9 percent growth at Timberland on a currency-neutral basis. Vans’ sales were down 14 percent due to channel rationalization efforts.
EXEC: China Retailer Pou Sheng Warns on Further Mainland Market Slowdown
Pou Sheng, the Chinese retail subsidiary of Yue Yuen, said a “further slowdown in sales momentum in the mainland China market” is expected to cause sales to decline 8.3 percent in the first half, to RMB 9.16 billion ($1.28 bn). Profits are expected to decline 44.1 percent to RMB 187.6 million.
EXEC: Adidas Confirms Outlook but Q2 Sales Miss Estimates
In euro terms, revenues grew 2 percent y/y to €5.95 billion. The company also noted that the strengthening of the euro against several currencies resulted in an unfavorable translation impact of ~ €300 million in the quarter.
EXEC: GlobalData Sees Adidas Taking Further Share from Nike in 2025
In an update on the global apparel sector, GlobalData forecasts Adidas will “remain one of the biggest winners within the global apparel market in 2025,” taking market share from Nike. Other share gainers within the sportswear category, including apparel and footwear, are expected to be New Balance, Skechers and Shein.
EXEC: Cotopaxi CEO Lindsay Shumlas Chases Urban Outdoor Consumer Opportunity
Lindsay Shumlas, Cotopaxi’s CEO since last December, talked with SGB Executive about Cotopaxi’s recent management reset and its pursuit of the casual and active adventurers in urban settings, that’s resulted in the recent opening of several pop-up locations and is expected to drive its next leg of growth.
