EXEC: Analysts See Fiscal Q2 Beat for Nike but Debate Over Second-Half Recovery Persists
Several analysts expect Nike, Inc. to exceed guidance when the company reports fiscal second-quarter results on Thursday, December 18, but the larger investor concern is whether Nike will deliver upbeat or cautious guidance for the quarters ahead. Many analysts bullish on the stock are banking on a modest sales uptick and a stronger recovery in margins in Nike’s fiscal second half.
EXEC: Johnson Outdoors CEO Shares Segment and Brand Insight from Fiscal 2025
Johnson Outdoors, Inc. reported sales grew 28.2 percent in its fiscal fourth quarter ended October 3 with robust increases in its Fishing and Diving segments offsetting double-digit declines in its Camping & Watercraft Recreation segment that was impacted by the prior-year sals of the Eureka! brand.
EXEC: Mips AB Expands Impact Protection Range with Koroyd Acquisition
The Sweden-based maker of helmet protection technologies has acquired all shares of the body and head impact protection brand Koroyd for €40 million ($46.9 million).
EXEC: Lululemon Shares Jump as Management Details Strategy to Revive U.S. Growth
While the news of the day was CEO Calvin McDonald’s pending departure at the close of the current fiscal year, Lululemon’s management team on the company’s third quarter analyst call detailed a comprehensive action plan backed by three pillars — Product Creation, Product Activation and Enterprise Efficiency — to revive growth in the U.S. marketplace.
EXEC: 2026 Color of the Year Debated as Pantone Goes White and Stitch Fix Says Bright
Stitch Fix named Chili Red, what they call a “vivid, optimistic and confident shade,” as the 2026 Color of the Year. Sales of red pieces are reportedly “up by over 50 percent as of October 2025,” and demand is expected to continue to grow in 2026.
Report: Golden Goose on Brink of Sale
Private investment firm HSG, formerly Sequoia Capital China, is in advanced talks to acquire Italian luxury sneaker brand Golden Goose in a transaction that could value the company at over €2.5 billion ($2.9bn), according to reports.
EXEC: AlixPartners Sees Frugality Reigning in 2026
AlixPartners’ annual consumer outlook, study, based on a survey of over 13,000 consumers across nine countries, forecasts a sharp, accelerating pullback in global spending intentions in 2026, with the retrenchment highlighted by high-income consumers and China.
EXEC: Top Asia Footwear Factories Continue Declines in November
Feng Tay Enterprises, one of the longest-tenured producers of Nike footwear, saw Manufacturing revenues decline 11.8 percent year-over-year in November, while Outdoor and athletic footwear maker Yue Yuen factory output declined 2.4 percent y/y for the month.
EXEC: Famous Footwear Comps Positive in Athletic in Q3 on Trend to Premium Brands
Jordan, Adidas, Birkenstock, New Balance, Brooks, DC Shoes and Timberland were top growth brands, while the Caleres, Inc. owned brands outperformed at Famous Footwear with sales up in mid-single digits.
EXEC: Roots Delivers 6.8 Percent Growth in Q3
Toronto-based Roots reported sales grew 6.8 percent in the third quarter as same-store sales climbed 6.3 percent and wholesale revenues expanded 15.3 percent. Earnings were about flat in the period as increased marketing and hiring expenses offset the sales growth and higher gross margins.
EXEC: DSW Turnaround News, Stronger Q3 Profits Drive Parent DBI Shares Higher
Parent of the DSW Shoe Warehouse, The Shoe Co. and Rubino retail banners, and a brand portfolio business that includes Topo Athletic, among others, reported $752.4 million in net sales for the third quarter ended November 1 , a 3.2 percent year-over-year decrease versus Q3 2024.
EXEC: Academy Sports Gains Q3 Boost from Elevated Nike and Jordan Allocations
Academy Sports and Outdoors, Inc.’s earnings in the third quarter came in slightly ahead of analyst targets as improved allocations of Nike and Jordan products helped the nationwide retailer reach a greater number of high-income earners, offsetting continued pressure on lower-income customers.
EXEC: Outdoor Brands Chase Run Opportunity at The Running Event
The Running Event (TRE) held in San Antonio, TX, last week, drew an expanding crop of outdoor brands to the Switchback section of the trade show, with many seeking ways to drive growth in the hot run specialty channel. Executives at Salomon, The North Face, Keen, Teva, Lowa, Lems Shoes, La Sportiva and more shared their thoughts on the trade show and business conditions.
EXEC: Yélo Bike Club Ltd. Assumes Distribution of Tune Bike Components
Tune will move to a dealer-direct model in Switzerland starting January 1, 2026, strengthening its relationships with local dealers and ensuring its product line reaches more riders.
EXEC: The Running Event Showcases Running’s Growing Momentum; Comments from the Floor
The Running Event (TRE), which was held for the first time this week in San Antonio, TX, drew a record number of exhibitors, with crowded aisles and robust booth spaces, as the industry appears to have concluded another banner year.
