Analysis on the brand’s and retailer’s financial performance in the sporting goods industry including annual and quarterly updates, regional break-down, channel and segment growth.
Sportswear, Jordan and Greater China all shrank in the quarter, and Nike is cutting supply further to lift full-price sales.
Outdoor and Iberia grew margin while the US chains lost 230 basis points.
New store formats and retail concepts add cost as HSG and Temasek settle into Golden Goose’s ownership structure
Broadcast and commercial rights drove the gain as global competition numbers hit a record high.
Demand is down in Lululemon’s top markets, and a Great Wall misfire hasn’t helped in China. A tariff refund softened the blow.
ANTA Sports delivered record first-half revenue and profit, but growth increasingly came from elsewhere.
Saucony and Merrell are growing faster than the flagship Xtep brand, a shift now central to the group’s H1 2026 results.