SGB Executive Apparel
EXEC: Salty Crew and Globe Brand Parent Shakes Off U.S. Tariff Issue to Post Solid Fiscal H1
Group CEO Matt Hill said swift action was reportedly taken to absorb the new operating environment into the business’s U.S. financial planning, and, as such, at current levels, tariffs are not expected to impact performance in the same way going forward.
EXEC: Sweaty Betty International Expansion in 2025 Partially Offset by Reset in U.S. Market
Sweaty Betty revenue is expected to decline low single digits in 2026, with growth in its EMEA DTC business and expanding distribution in select international markets more than offset by the absence of a 53rd week on the retail calendar in 2026.
EXEC: Saucony Tapped into Both Performance and Lifestyle Sales to Drive 2025
Saucony is expected to drive outsized, broad-based growth in the low- to mid-teens in 2026, with gains across both Performance, which accounts for the majority of the brand’s revenue, and Lifestyle. For 2025, growth slowed to the mid- to high-20 percent range in the back half after posting growth exceeding 40 percent in the second quarter.
EXEC: BOA Scores Olympic Gold for CODI but Trails Sister Brands 5.11 and PrimaLoft Growth in Q4
Compass Diversified (CODI) reported sales in its Branded Consumer Segment dipped 0.6 percent to $274.9 million from $276.7 million a year ago as gains by 5.11, BOA, PrimaLoft and The Honey Pot were offset by declines at Velocity Outdoor and Lugano.
EXEC: Puma Q4 Sales Tumble 33 Percent In North America
On an analyst call, Puma executives reported that sales in North America fell by more than 33 percent in the fourth quarter and by 19 percent in the year, due to planned reductions in sales to off-price channels in the U.S. The company expects global sales to sag in the low- to mid-single digits in the current year due to continued declines in North America, but Arthur Hoeld, Puma’s CEO, vowed a return to profitable growth by 2027.
EXEC: Wolverine Worldwide Hurt by Q4 Work Group Decline as Active Group Posts DD Gains
Saucony brand sales jumped 26.4 percent in the fourth quarter, and Merrell brand sales increased 5.9 percent year-over-year. Wolverine brand sales declined 10.5 percent year-over-year in Q4.
EXEC: Puma Posts Steep Q4 Loss as Sales Tumble 21 Percent; Cancels Dividend
Puma SE reported a loss of €335.0 million ($395 mm) in the fourth quarter due to aggressive efforts to reduce elevated inventory levels and clean up distribution. Currency-adjusted sales fell 20.7 percent in the quarter and 8.1 percent in the year. Sales are projected to decline in the low- to mid-single digits in the current year, driven by continued efforts to streamline distribution in North America. Puma will also forego paying a dividend in the current year.
EXEC: Wilson Brand’s Softgoods Strategy Ramps Up with New CEO and Store Expansion
A process began several years ago to focus on and expand the Wilson apparel business, primarily through efforts in owned retail. That focus became a little clearer this week with the appointment of Carrie Ask as the Wilson brand’s new president and CEO.
EXEC: Salomon Reaches $2B Milestone in 2025 as Sportstyle Footwear Gains Continue
Never mind that the brand surpassed $2 billion in sales for the first time in 2025, or the fact that the brand continues to outpace Arc’teryx; it was the company’s repeated use of the word “Sportstyle” during a Footwear conversation about Outdoor Performance that should have the competition and investors raising an eyebrow.
EXEC: Arc’teryx Brand Sees Women’s Growth Take the Lead in Q4
Amer Sports reported its Technical Apparel segment reached $1 billion in revenues in the 2025 fourth quarter. The 34 percent growth in the quarter was driven by 40 percent growth in the women’s business.
EXEC: VF Corp. Downgraded by JP Morgan on Slow Vans’ Recovery
J.P. Morgan analyst Matthew Boss reduced his rating on VF Corp. to “Underweight” from “Neutral” due to a slower-than-expected turnaround at Vans and moderating revenue growth at The North Face across Europe, the Asia-Pacific and Timberland overall.
EXEC: Chinese Outdoor Brand Outopia Secures Funding Round
Outopia, a Chinese outdoor performance brand co-founded by a former Lululemon executive, reported closing a Series B funding round led by Meridian Capital, with participation from Challenjers Venture, Ventech China, and Shunwei Capital.
EXEC: Roots Promotes Rosie Pouzar to Chief Commercial Officer
The Toronto-based retailer promoted Rosie Pouzar to chief commercial officer, following her short tenure as the company’s head of Omnichannel Growth. Prior to joining Roots in April 2025, Pouzar held numerous senior leadership roles at Sephora Canada.
EXEC: JD Sports Launches £200 Million Stock Buyback Program
U.K.-based JD Sports Fashion plc plans to repurchase up to £200 million ($270 mm) in stock. The retailer reported the purchases are “in line with the company’s capital allocation priorities and its commitment to continue delivering significant cash returns to shareholders.”
EXEC: Lululemon to Open First Store in Poland to Reach 100 EMEA Doors
Lululemon announced plans to open its first store in Poland, in partnership with franchisee Arion Retail Group. The location, scheduled to open in Warsaw on March 13, will mark a milestone as Lululemon reaches 100 locations in the Europe, Middle East and Africa (EMEA) region.
