SGB Executive Apparel
Aisle Talk Week of July 16
Top headlines from the active lifestyle industry you may have missed this week, including Boa Technology Inc. opening the company’s new environmentally friendly headquarters in Denver, CO.
SGB Executive Q&A: Royal Robbins CEO Michael Millenacker
A little more than a year after Royal Robbins died, the company he founded in 1968 is under new ownership, yet retains the spirit of its namesake. Current President and CEO Michael Millenacker (pictured) spoke with SGB about where the company is heading under Fenix Outdoor and why the brand’s 50-year-old vision remains intact.
Sports Direct Burned By Outside Investments
While underlying earnings are benefiting from its “Elevation” efforts to upgrade its stores, Sports Direct reported that its U.S. business, consisting of Bob’s Stores and Eastern Mountain Sports, showed loss in its fiscal year ended April 29 and a number of other investments aren’t paying off.
Adidas Downgraded On Heightened Competition
Wells Fargo Securities downgraded shares of Adidas due to renewed growth in North America at Nike, continuing explosive growth at Vans and some lackluster results from the launch of new Adidas platforms.
SFIA Webinar Stresses Urgency In Applying For Tariff Exclusions
On a webinar Wednesday, David Cohen, an international trade expert with Sandler, Travis & Rosenberg and Bill Sells, SVP government relations & public affairs at the SFIA, discussed the urgency for affected sporting goods companies to seek exclusions to avoid the latest round of tariffs on Chinese imports. The first deadline in the exclusion process is less than 10 days away.
Did Adidas Or Nike Win The World Cup?
Sponsoring the two finalists at the World Cup was a sign to some observers that Nike had outperformed Adidas in driving brand awareness, and likely sales, from summer’s biggest sporting event. But both brands appear to have benefited.
Retail Report Roundup
Studies arrived last week on BTS selling arriving early, stores dominating BTS selling, Amazon Prime Day launching BTS season, U.S. retail CEOs who are bullish on growth, Nordstrom’s high emotional intelligence ranking, Amazon’s broadening influence and loyalty-program inhibitors.
Aisle Talk Week Of July 9
Top headlines from the active lifestyle industry you may have missed this week, including Fabletic’s big hires and ambitious plans to reach 100 stores.
Does 2026 World Cup Present “Open Goal” For Adidas?
In a 26-page report, analysts at Macquarie Research said the 2026 World Cup, which is taking place in North America, represents a major opportunity for Adidas to increase the company’s lead in the sport of global football (soccer) and could significantly help narrow the company’s wide gap in U.S. market share against Nike.
Deutsche Bank Sees Momentum At Vans, Bounce Back For North Face
Deutsche Bank Research initiated coverage of VF Corp. with a “Buy” rating in part because the firm sees Vans continuing to benefit from healthy streetwear trends in the years ahead while The North Face appears ready to re-accelerate growth.
Retail Reports Roundup
Studies arrived last week showing Nike and Patagonia ranking high for their reputations, Lululemon earning accolades for the company’s work environment, Amazon’s Prime Day driving BTS selling earlier, rising expectations for same-day delivery for holiday, retail-tech challenges for smaller retailers and more.
SGB Exec Q&A: Locally’s Founder And President Mike Massey
In an interview with SGB, Mike Massey, Locally’s founder who is also the owner of Massey’s Outfitters in New Orleans, discussed the rapid expansion and evolution of Locally since its launch in 2014, as well as the fast-changing dynamics of online and offline retailing.
‘Battle Has Begun’: Global Trade War Now Underway
Trade associations called Friday the first official day of the trade war between the U.S. and China, as $34 billion in tariffs on Chinese goods kicked in overnight. The U.S. is expected to add tariffs on an additional $16 billion of Chinese goods at a later date.
Aisle Talk Week Of July 2
Top headlines from the active lifestyle industry you may have missed this week, including Pentland Group’s solid year driven by a record performance from JD Sports Fashion PLC.
Active-Lifestyle Stocks Bounce Back In First Half
With the nine-year bull market facing some choppiness this year due to a number of macro challenges, many stocks in the athletic-lifestyle space stood out for their outsized performances. Big gainers included Canada Goose, Under Armour, Lululemon, Deckers Outdoor and Crox.
