EXEC: Dick’s SG Senior Execs Talk Foot Locker Deal, Tariffs and Guidance
EXEC: Dick’s Sporting Goods CEO and CFO Unwind Q1 Analysts’ Questions
EXEC: Deckers Shares Plunge on Weaker Hoka Growth in Q4 and Q1 Guide Miss
EXEC: Arc’teryx Still King at Amer Sports But Growth Trend Moderates
EXEC: VF Q4 Profits Beat Plan as TNF and Timberland Deliver Healthy Growth
SGB Update

U.S. Consumer Confidence Improves in May After Five Months of Decline
May’s rebound in confidence was broad-based across all age and income groups and shared across all political affiliations, with the strongest improvements among those identifying as Republicans.

Macy’s Inc. Pares Earnings Guide on Tariffs, Consumers and Competitor Promos
First quarter sales growth at Bloomingdale’s and Bluemercury was offset by a decline at Macy’s for the 13-week period ended May 3.

Allbirds Inks Two New Distribution Agreements
The brand signed agreements covering Central America, the Caribbean, Chile, and Colombia, as well as Spain and Portugal, bringing to 13 the number of distribution deals signed since the company changed its global sales strategy.

Dr. Martens Taps Industry Vet Paul Zadoff as President, Americas
Zadoff is a Nike veteran and left the company in 2009 after a 19-year run in director or general manager roles across Asia Pacific, Europe and Eastern Europe.

Walmart Restructures; Cuts Roughly 1,500 Corporate Jobs
The retailer is streamlining its global tech and Walmart U.S. operations, affecting approximately 1,500 employees. The U.S. retail cuts are mainly in the end-to-end operations teams and the Walmart Connect marketing organization.
SGB Executive

EXEC: Dick’s SG Senior Execs Talk Foot Locker Deal, Tariffs and Guidance
The retailer had Board chairman Ed Stack on hand to talk about the Foot Locker deal and lay out the argument for its relevance. He will take the lead with the integration teams. CEO Lauren Hobart and CFO Navdeep Gupta dug deep into the weeds on guidance and the impact of tariffs going forward.

EXEC: Dick’s Sporting Goods CEO and CFO Unwind Q1 Analysts’ Questions
Net income dipped 4 percent year-over-year to $264 million, compared to $275 in the prior-year first quarter. Non-GAAP net income was said to be flat.

EXEC: Go Sport and Al Mana Add Key Sporting Goods Execs
Newly appointed leaders Robin Trebbe and Christoffer Jansén are set to transform sports retail operations across the Middle East and emerging markets

EXEC: Deckers Shares Plunge on Weaker Hoka Growth in Q4 and Q1 Guide Miss
The Hoka brand drove a 3 percent year-over-year increase in the DTC business, which was said to reflect “continued strong growth from international regions and a slight decline in the U.S. due to some unique factors in the quarter.”

EXEC: Tariff Worries Overhang NSGA Leadership Conference Energy
Tariffs were top of mind at the NSGA 2025 Leadership Conference but so was confidence that the sporting goods industry would figure out ways to mitigate any fallout. Attendees told SGB Executive that suppliers were so far keeping price increases to a minimum while also ramping up communications with dealers to provide an early read on potential changes.