Corporate
Capital markets
Capital markets activity shaping sporting goods strategy—tracking IPOs, fundraising and capital raises, debt issuance, refinancing, credit ratings, bond issues, investor sentiment, valuation trends, and the financial market dynamics influencing corporate decision-making and capital allocation.
Cushioned running becomes 2027’s key battleground
Evercore ISI sees Nike and On converging on the cushioned-running segment that has driven HOKA’s share gains
Frasers stake in Hugo Boss passes 30% threshold
Frasers has crossed the 30 percent mandatory-bid threshold in Hugo Boss, and the board is urging shareholders to reject its offer.
Nike’s refund check has arrived. The growth story hasn’t.
Nike has recovered nearly all of its $986 million tariff refund, but the cash windfall does little to answer lingering questions about growth, China and the progress of its turnaround.
Seamless bras startup Hastko wants to scale in the US
At €3 million, the funding round is small, but it tests whether a by-women-for-women design thesis can compete in premium US retail.
Gymshark founder in talks to buy back stake from GA
Founder Ben Francis is negotiating to buy back part of the 21 percent stake General Atlantic bought in 2020
JD Sports opens US trading as the US becomes its top market
The retailer just made it easier for US investors to buy in, right as North America overtakes the UK as its biggest market.
Meet the challenger: Is Alo ready for an IPO?
Alo Yoga has shed its wholesale T-shirt arm. Analysts say the move sets the stage for an IPO or strategic deal.
The sneaker brand that became an AI company
Allbirds sold its brand IP to American Exchange Group for $39m, renamed itself Smartbird, and hired a former AWS executive as CEO.
Gildan’s growth story meets an activist short seller
Activist short seller Jehoshaphat Research alleges channel stuffing, a $510m inventory overhang, and governance red flags
HSBC sees Anta turning PUMA’s China story around
HSBC upgrades PUMA to Buy with a €35 target, arguing the market underestimates Anta Sports’ ability to unlock growth in China.
L Catterton in exclusive talks to buy HYROX stake
The LVMH-backed PE firm is close to a deal with Infront Sports & Media, owner of the indoor fitness series.
Perfect Moment delisted from NYSE American
Perfect Moment will trade on the OTCQB from June 15 after failing to regain stockholders’ equity compliance with NYSE American.
LVMH-backed Champ fund backs Rhoback in $50m debut deal
The new athlete-equity fund backed by LVMH deploys nearly $50m into US activewear brand Rhoback: its first investment.
Fairfax Financial buys 1.2m Under Armour shares
Fairfax’s sub-$5 accumulation is a bounded-downside bet on a turnaround still missing domestic execution targets.
One analyst, two verdicts: adidas up, Nike down
RBC’s Dadhania published both calls on the same day, using a consistent valuation framework, and on the eve of the World Cup.
LIV Golf funding crisis: season at risk
Saudi PIF confirmed it will end LIV funding after 2026. Now sources say payments may stop before the season does.
Kohli’s wife joins him as an Agilitas investor
The cricket star already co-owns a stake after selling his One8 brand to the Bangalore sportswear company last year.
Wisdom Ventures: a $77.7 million bet on AI wellbeing
The SF-based wellbeing VC follows a $10 million debut fund with an oversubscribed raise led by three partners from Google, legal, and mindfulness.
Wells Fargo downgrades Nike and Deckers on GLP-1 trend
he weight-loss drug wave is lifting apparel broadly – but the gains flow to categories tied to body-size change, leaving Nike and HOKA structurally exposed.
Analysts split on Vans as VF Corp heads to earnings
Williams Trading and BTIG upgrade VF Corp on Vans momentum. Truist and Citi stay cautious. The gap between them is the story.
Enhanced Group – Sport as proof of concept
Behind the Enhanced Games’ NYSE debut: athletic bloodwork as raw material for consumer drug protocols sold via telehealth.
Castore secures £90m credit line
Manchester sportswear brand targets £300m in revenue while its parent company reported rising sales and widening losses.
Nike’s turnaround faces rising investor scrutiny
New data show Nike lost 3 points of global footwear share in 2025 – a third straight decline – as bearish bets on the stock hit a multi-year high.
Kylian Mbappé: footballer, investor
From a French health insurtech to a sailing team and a Ligue 2 club, the Real Madrid forward is operating as a full-fledged investor.
ANWR GROUP extends credit to affiliated retailers
The German buying group is expanding seasonal credit lines and launching an investment loan to help affiliated retailers.
Gamma Waves – Agnelli returns to sport, but to football?
Ex-Juventus chairman Andrea Agnelli and captain Giorgio Chiellini launch a €100m sports IP and tech fund — with football pointedly absent.
Adidas pumps €100m into Bundesliga
The German sportswear giant commits €100m to the DFL as its national team kit deal nears its end – with a fan backlash already anticipated.
CHAMP: athlete co-investment from L Catterton
Over 250 elite athletes, including NBA star Kevin Durant, take co-ownership stakes in consumer brands under a new L Catterton–Patricof vehicle.
NIL and athlete wealth management: the new Atlantic divide
JPMorgan, Goldman Sachs and Morgan Stanley are competing for athlete assets. Europe has no equivalent infrastructure.
Yue Yuen warns of 50–55% Q1 profit drop
Yue Yuen flags a 50–55% Q1 profit decline as reciprocal tariffs, rising wages and factory disruptions erode manufacturing margins.
Wilson launches rival athleisure venture
lululemon’s largest individual shareholder is building a rival brand platform in Vancouver as LULU shares sit near five-year lows.
S&P affirms Amer Sports BBB- after debt paydown
S&P Global Ratings keeps Amer Sports at investment grade after the Arc’teryx owner uses equity proceeds to retire senior secured debt.
HSBC cuts Nike rating on tariffs, slow turnaround
HSBC cuts Nike to Hold with a $48 target as tariff exposure and a stalling turnaround weigh on the world’s largest sportswear group.
Golden Goose keeps BB- rating after HSG takeover
S&P affirms Golden Goose’s BB- rating as stable after acquisition, citing strong DTC momentum and robust margins despite a spike in leverage.
Nike stock hits 12-year low after Q3 results
Nike is down more than 15% in five sessions and trading at its lowest since 2014 — with Goldman Sachs cutting its target today.
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