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This past holiday quarter was one of the rare periods that saw companies talking more about supply than demand on analyst calls. Most vendors in the active lifestyle space were able to navigate closed factories, port congestion and other logistics turbulence to deliver better-than-expected performances but many warned of continued pressure at least through the first half of 2022. Insights from Nike, Adidas, Columbia Sportswear, VF Corp., Callaway Golf, Crocs, and others are rounded up in today’s post

Winnebago Industries, Inc.’s earnings surged in the second quarter ended February 26 as sales expanded 38.7 percent, including organic growth of 29 percent. Backlogs remain up well north of double-digits.

Wall Street analysts were impressed with Nike’s ability to deliver better-than-expected earnings for its fiscal third quarter ended February, fueled by continued strong demand and above-plan performances in North America and EMEA regions. Exposure to Russia/Eastern Europe and COVID-related volatility in China were seen as potential headwinds.

Founded in Germany in 2014, NCM, a Leon Cycle brand, recently launched its Class I e-bikes in the U.S. The new C5 and C7, offer single-speed and 8-speed, respectively, with torque-based pedal-assist power, full racks and fenders for urban commuting and fitness riding.  Both models include a “double triangle” aluminum frame, 700C wheels with wide tires, integrated front […]

At its recent Investor Day, Kohl’s management team brought out the leaders at Adidas, Under Armour, Eddie Bauer, Columbia Sportswear, Levi Straus and Lands’ End to underscore its commitment to being retail’s authority in casual and active categories. Said Michelle Gass, Kohl’s CEO, “The pathway we’re already on to be a leader in active and casual before the pandemic has only become more relevant as consumer trends accelerated during the last couple of years.”