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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 17+18
Zumiez’s margin recovery rests on private label penetration, not category breadth | Q1 2026: Lululemon grows revenue 4% while operating income falls 37% | Q1 results: DICK’S manages a two-speed portfolio as Foot Locker restarts | Sprinter swings to €33.9 million profit despite revenue dip in FY25 | HOKA drives Deckers Brands to record revenue and earnings in fiscal 2026 | Amer Sports Q1 2026: revenue up 32%, full-year guidance raised | FILA’s China momentum carries Misto Holdings to 19% profit gain | Sport 2000’s Gosau: AI will make specialty retail more human | Intersport Deutschland CFO on AI strategy and the future of specialist retail | Asics frees its most profitable brand: the Onitsuka Tiger spin-off | The paddock is the new pitch: adidas moves in, Nike watches | The two sports brands that don’t need the World Cup and follow their own rules | ANTA Sports: The making of a global multi-brand machine | Quo vadis, European retail? 2025 results across five operators compared | Distribution of branded sporting goods in Europe: interesting facets and updates from a legal point of view
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ArticleShoes almost never get recycled. Here’s the data.
The first large-scale material analysis of European post-consumer footwear finds adhesives, black pigments, and missing pairs are the real obstacles to recycling.
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ArticleHOKA powers Deckers to record $5.47bn in FY2026
Deckers closes fiscal 2026 with record $5.47bn in revenue, driven by HOKA’s 16% growth, and guides for further expansion through 2030.
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News briefsWells 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.
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AnalysisQ4 2025 Scorecard: Revenue rises, earnings crater
Revenue climbed 8% across 47 companies in Q4 2025, but profits fell by more than a third, as impairments, strategic resets and structural consolidation all pulled in the same direction.
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ArticleNike tops US YouGov’s 2026 fashion brand rankings
Nike leads US purchase consideration for apparel and footwear, but its value scores trail quality — a gap rivals are moving to close.
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ArticleASICS offers funded trail adventure to two runners
Two runners in France, Spain, UK and Germany can win a fully funded trail trip. Applications close March 19.
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ArticleSkechers makes its move on performance sport
Dutch premier league signing, cricket partnership and technical running launches show Skechers in a sustained bid for performance sport credibility.
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ArticleSports brands and retailers in line for tariff refunds
A court order now extends refund rights to all importers — not just those who sued. But the government is already appealing.
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ArticleSportswear stocks surge then slump in tariff whiplash
Nike closes lower on the day the Supreme Court won the tariff argument. The sector’s reaction tells a bigger story about what comes next.