
Inside The Call: Rocky Brands Rides Supply Chain Execution And Acquired Brands To Double Q2 Sales
Rocky Brands took full advantage of its supply chain execution strength in the second quarter as the company capitalized on inventory weaknesses at key competitors to bolster its sales line in the period.

Inside The Call: Big 5 Sporting Goods Delivers Another Blowout Quarter
Big 5 Sporting Goods Corp. reported its fifth straight quarter of record earnings as the chain continues to benefits from changed behaviors tied to the pandemic. The West-coast chain cautioned that gains would moderate in the current quarter as it starts to anniversary year-ago surges.

Inside the Call: Columbia Doubles Q2 U.S. Sales On Stronger Brick & Mortar; Raises Full-Year Guidance
Columbia Sportswear rode better-than-planned performance in its U.S. Wholesale and DTC brick and mortar businesses to fuel strong net sales growth that exceeded expectations and eclipsed the company’s pre-pandemic 2019 first-half results.

Inside The Call: Under Armour Sees North America Drive Recovery
Under Armour Inc. reported better-than-expected second-quarter results and significantly raised its full-year guidance. Broad-based sales growth and healthier full-price selling were seen across categories and regions led by North America. CEO Patrik Frisk highlighted Under Armour’s ability to drive “higher quality growth” with gross margins improving better-than-expected and overall profitability surpassing pre-pandemic 2019 levels.

Inside The Call: Clarus Hikes Outlook As Black Diamond Regains Momentum
Clarus Corp. significantly lifted its outlook for earnings and sales in 2021 as its bullets business led by Sierra and Barnes showed continued strength and Black Diamond accelerated to triple-digit growth. Officials said strong relationships with suppliers and prioritizing core products are helping the company offset supply chain challenges.

Inside The Call: Coleman Drives Recovery For Newell’s Outdoor & Recreation Segment
Continued momentum at Coleman and recovery at its Contigo and Marmot brands helped Newell Brands’ Outdoor & Recreation segment grow 28.3 percent in the second quarter, marking its second straight quarter of growth.

Inside The Call: Foot Locker Looks To Address “White Spaces” With Duo Acquisitions
On an analyst call, Dick Johnson, chairman and CEO of Foot Locker, said the acquisitions of WSS and Atmos “fill in some of the white space” available to Foot Locker beyond its core sneaker and sport culture segments. WSS provides a deeper reach into the classics footwear category and the Hispanic demographic. Tokyo-based Atmos provides a strong foothold in boutique streetwear that could kick-start expansion in Asia.

Inside The Call: Vans’ Bounce Back Boosts VF’s Q1 Results
VF Corp. raised its outlook for its fiscal year after reporting results in the first quarter ended June 30 came in well ahead of expectations, helped by signs of recovery at Vans and continued strength in digital. The outlook reflects stronger-than-expected order books for its four primary brands, which also include The North Face, Timberland and Dickies, and strength at two emerging brands, Altra and Smartwool.

Inside The Call: Deckers Ups Forecast On Strong Fiscal Q1; Sees DTC At 50 Percent Of Total Sales
Deckers Brands rode a strong DTC business accelerating and expanding Hoka One One growth, and Ugg orders pulled forward from the next quarter to post better-than-expected results in the fiscal first quarter ended June 30.

Inside The Call: BOA And Marucci Lead CODI’s Q2 Gains, 5.11 May Seek IPO
Sales grew 80 percent at BOA Technology and more than four-fold at Marucci Sports to lead the branded consumer portfolio gains at Compass Group Diversified Holdings in the second quarter. CODI officials also announced it is exploring an IPO for 5.11.

Inside The Call: Vista Outdoor Posts Fourth Straight Record Quarterly Performance
Representing its fourth consecutive quarter of record performance on strength across both its Outdoor Products and Shooting Sports segments, Vista Outdoor reported sales grew 38.4 percent in the first quarter ended June 27 and predicted sales would climb approximately 25 percent in the second quarter.

Inside The Call: Wolverine Sees Trends Accelerating Toward Hiking, Run And Work
Led by Merrell and Saucony, Wolverine Worldwide’s second-quarter results came in well above Wall Street estimates. Wolverine officials now expect the current year to show “meaningful” over 2020 and 2019 as many of its categories are trending.

Inside The Call: Garmin Hikes Growth Targets For 2021
Led by healthy double-digit growth across all segments, Garmin Ltd.’s earnings shot up in the second quarter as sales catapulted 53 percent. Garmin officials significantly increased guidance across segments with growth now pegged at 17 percent for both the Fitness and Outdoor segments.

Inside The Call: Winchester Aims To Reach New Shooting Participants
Winchester’s sales slightly more than doubled in the second quarter. Scott Sutton, chairman, president and CEO of Olin Corp, Winchester’s parent, told analysts on a conference call that the ammunition brand is looking to capitalize on the 57 million new recreational shooting participants that have arrived since the pandemic emerged.

North America Improving For Fjällräven’s Parent In Q2
In his quarterly note to shareholders, Martin Nordin, CEO of Fjällräven’s parent Fenix Outdoor International said the company saw continuing improvement in the second quarter in North America, especially with its direct-to-consumer segment sales nearly back to 2019 levels. However, weakness in Kanken backpacks continues to hold back a more meaningful recovery.