SGB Executive Outdoor
EXEC: Newell Outdoor & Recreation Segment Sees Sales Stabilize in Q3, Growth Seen in 2026
The Outdoor & Recreation segment of Newell Brands, Inc., which includes the Marmot, Ex Officio, Stearns, Bubba, Coleman, and Contigo brands, among others, reported a sharply lower loss in the third quarter as sales declines stabilized. Newell’s management predicted the segment would return to growth in 2026.
EXEC: Royal Robbins, Devold and Fjällräven Parent Fenix Outdoor Posts First Positive Quarter Since 2023
The parent Fjällräven, Royal Robbins, Devold, and Frilufts brands reported net sales for the quarter of €206.4 million. The increase was attributed to the “punctual delivery of preorders” and the acquisition of the Devold business.
EXEC: Columbia Sportswear CEO Tim Boyls Talks U.S. Turnaround, Tariff Impact and Q3 Performance
The Columbia brand had a strong response to its new “Engineered for Whatever” global brand platform as well as to several key launches, including the Amaze Puff jacket. However, management provided Q4 guidance below analyst targets and a subdued outlook for the first half of 2026 amid a continued sluggish U.S. business landscape and uncertainty over how consumers will react to tariff-driven higher prices.
EXEC: Crocs CEO Updates Playbook for Returning to Growth in North America
Crocs, Inc. reported third-quarter results that beat expectations, but again disappointed Wall Street with softer sales guidance amid higher competition from athletic footwear styles and broader weakness in consumer spending. During a call with analysts, Andrew Rees, CEO, outlined the steps being taken to revive the core Crocs brand’s growth in North America.
EXEC: Sebago, Superga Parent BasicNet Swings to Positive YTD Trends on Strong Europe Sales
BasicNet S.p.A., the parent company of the Sebago, Superga, Briko, Kappa, K-Way, Jesus Jeans, and Sabelt brands, has reported that commercial licensees and direct sales increased by 13.2 percent in Europe, on top of a 7.3 percent rise last year. The region accounted for ~80.8 percent of aggregate sales in the 2025 YTD period, compared to 76.5 percent of the total in the 2024 YTD period.
TSG International AG Expands Collab with SDG Distribution SAS to Include Spain
Following the success of its partnership announced in June 2024 for the French market, TSG International AG has expanded its collaboration with SDG Distribution SAS to include Spain, strengthening TSG’s brand presence across Southern Europe.
EXEC: Giant Group Works Toward Resolution of Labor Charges in Meeting with U.S. CBP
The company sent a team to meet with the U.S. Customs and Border Protection (CBP) service in Washington, D.C. in late October for an official, in-person meeting.
EXEC: Moncler Delivers Flat Sales in Q3 as EMEA Declines Offset Americas Growth
Moncler S.p.A. reported revenues of €615.6 million ($717 mm) in the third quarter, down 1 percent on a currency-neutral basis. The Moncler brand’s sales in constant currencies grew 5 percent in the Americas region, declined 4 percent in EMEA, and were flat in the APAC region.
EXEC: VF Corp. Q2 Earnings Beat and TNF’s Return to Americas Growth Overshadowed by Soft Guidance
Shares of VF Corp. were down about 9 percent in late-afternoon trading on Tuesday, October 28, after the company reported earnings that topped expectations but provided guidance for the third quarter that fell below analysts’ targets. Growth in the latest quarter moderated slightly for The North Face and more notably for Timberland, although both are reportedly seeing healthy demand. Vans’ turnaround continues to make slow progress.
EXEC: Shimano’s YTD Earnings Impacted by Still High Bike Inventory Levels
Shimano, Inc. reported sales grew mid-single digits in the nine months, with similar gains in both its Bicycle Components and Fishing segments. Earnings declined amid margin pressures with its Bicycle Components segment continuing to be impacted by elevated inventory levels in the marketplace, including in North America and China.
EXEC: Wall Street Generally Bullish on Deckers Despite Soft Guidance
Deckers Outdoor Corp. saw several analysts reduce price targets on its shares and lower earnings estimates for the current and next fiscal year as management provided guidance that implied a growth deceleration in its fiscal second half. However, several analysts reiterated their “Buy” ratings on the stock, citing still-healthy demand signals, particularly for Hoka.
EXEC: Hoka Outpaces Overall Deckers Trends in Q2; Execs See H2 Trends Moderating
Hoka outpaced the overall Deckers Brands business and sister brand Ugg in the first half and second quarte. However, DECK has tempered its outlook for Hoka in the back half as the energy around fiscal 2026 new releases wanes going into the holidays.
EXEC: Deckers Brands Execs Talk Ugg Trends, Tariffs, Slower H2 Growth
While the first half of the fiscal year demonstrated the strength of Ugg and Hoka, the back half is expected to be affected by a more cautious consumer as the full impact of tariffs and price increases will be felt in the U.S.
EXEC: Polygiene Profits Slide on Lower Sales
Polygiene Group reported a loss in the third quarter as sales declined 11 percent. The Swedish maker of antimicrobial fabric treatments cited the company’s underperformance to the strong dollar and U.S. trade policy, which are causing project delays, but also indicated that sales are recovering.
EXEC: RevolutionRace CEO Talks Fiscal Q1 Growth for the Outdoor Brand Across All Regions
Company CEO Paul Fischbein reported in a October 23 letter to investors that the Sweden-based outdoor apparel company saw sales growth of 15 percent in local currencies and 12 percent growth in reported Swedish krona currency with Germany leading the way. The U.S. saw a sales decline due to higher tariffs, which contributed to lower positive growth for the ROW region as a whole.
