Circana: Earlier Holiday Shopping Set to Make Comeback
According to the annual holiday purchase intentions consumer survey from Circana, 44 percent of consumers said they plan on starting their shopping earlier in the season than they normally would. More holiday shoppers plan to get started on their purchases before Thanksgiving than last year.
NRF: Imports Expected to Slow Down in November and December
With tariff uncertainty continuing but most holiday merchandise already in stores or warehouses, import cargo volume at the nation’s major container ports should see its usual end-of-year slowdown in November and December, according to the Global Port Tracker report released by the National Retail Federation and Hackett Associates. “We’ve spent most of the year worried […]
New OrthoLite Parent Coats Group Sees Sales Dip
UK-based Coats Group plc, which recently completed the acquisition of OrthoLite, reported revenue in the four-month period from July 1 through October 31 declined 1 percent, with declines of 2 percent in its Apparel and 4 percent in Footwear offsetting growth in Performance Materials. OrthoLite continues to “perform well.” The 1 percent decline marks […]
Xponential Fitness’ Q3 Boosted by Studio Openings
Xponential Fitness, Inc. reported system-wide sales of $432.2 million in Q3 2025, which increased 10 percent year-over-year. driven primarily by growth from net new studio openings. Same-store sales were down 0.8 percent for the quarter but up 5.4 percent on a 2-year stack basis. The boutique franchisee reported a slight decline in reported sales and a narrower loss in the period.
GoPro Logs Loss on Sales Slump, Sees Improving Sell-Throughs
GoPro, Inc. reported a steep loss in the third quarter ended September 30, as sales declined 37 percent. However, the company indicated that cash flow from operations was positive for the second consecutive quarter and sell-through exceeded expectations.
Peloton Recalls 833,000 Exercise Bikes Over Faulty Seat Post
Peloton Interactive is recalling about 833,000 units of its Original Bike+ Model PL02 after reports that the seat post assembly could break during use, posing a risk of falls and injuries. Peloton has received three reports of the seat post breaking and detaching during use, including two incidents that resulted in injuries from falls.
Allbirds’ Q3 Revenues Drop 23 Percent, Cuts FY Sales Guidance
Allbirds, Inc. reported its operating loss on an adjusted basis year over year in the third quarter as sales slumped 23.3 percent. The eco-friendly footwear brands reduced its sales guidance for the year while narrowing its earnings outlook.
Clarus Corp.’s Q3 Sees Adventure Segment Recovery Offset Flattish Black Diamond Sales
Clarus Corp. reported sales grew 4.1 percent the third quarter ended September 30 as a 16 percent jump in its Adventure segment offset a 1 percent decline in its Outdoor segment, which includes Black Diamond. The decrease in Outdoor sales was due to a shift in timing for independent global distributor revenues into the second quarter, lower DTC revenues, and lower PIEPS revenue due to its sale, partially offset by a 16 percent increase in North America wholesale revenue.
Fox Factory Axes FY Guidance as Inventory Pullbacks Erodes Specialty Sports Group Segment
Fox Factory Holding Corp. reported profits in the third quarter missed plan due to cautious ordering by dealers in its Specialty Sports Group (SSG) segment, which includes cycling brands such as Fox as well as the baseball and softball brand Marucci. The company slashed its earnings guidance for the year, with marketplace pushes toward reduced inventory levels expected to continue.
Anytime Fitness Expands into Saudi Arabia with Master Franchisee
Purpose Brands LLC, the parent company of Anytime Fitness, announced a master franchise agreement with ABFit in Riyadh, Saudi Arabia. Marking its entry into the Middle East, first Anytime Fitness club is expected to open in Riyadh by spring 2026.
Buff Appoints New Sales Representatives for U.S. Market
The Barcelona-based maker of outdoor head and neckwear added Mountain Source Sales, Mountain Soul Sales and Adams Outdoor Sales to increase brand awareness in the U.S. market.
Fleet Feet Makes Merchandising and Real Estate Hires
Stacey Donley was appointed VP of Merchandising Strategy and Planning, and Jason Williams VP of Store Development and Real Estate at Fleet Feet. Previously, Donley led buying for Kontoor Brands, specifically all U.S. brick-and-mortar Lee/Wrangler stores; Williams was senior director of real estate at The Orvis Company.
NRF Sees Holiday Growth Between 3.7 percent and 4.2 Percent
The National Retail Federation released its annual holiday forecast, anticipating retail sales in November and December will grow between 3.7 percent and 4.2 percent over 2024. That translates to a total spending range of between $1.01 trillion and $1.02 trillion. By comparison, last year’s holiday sales rose 4.3 percent.
Planet Fitness Hikes FY Guidance On Double-Digit Q3 Growth
Planet Fitness, Inc. raised its outlook for the year after reporting earnings in the third quarter rose 22.5 percent on a 13.0 percent revenue gain. System-wide same club sales increased 6.9 percent.
MasterCraft Boat Holdings’ Q1 Tops Guidance on Cleaner Dealer Inventory Levels
MasterCraft Boat Holdings Inc. reported earnings on an adjusted basis more than doubled in the fiscal first quarter ended September 28, thanks to a 5.6 percent revenue gain and cost-containment efforts. Brad Nelson, CEO, said, “Dealer inventories across our brands have returned to normal levels, supported by disciplined production planning and proactive pipeline management.
