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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 11+12
Newton Golf nearly triples sales but operating losses deepen | Decathlon, JD Sports and lululemon make NRF global top | Column: The future of visibility isn’t Google – it’s the prompt | Frasers Group’s AI assistant claims 25% conversion gain over search | Dick’s targets 250 Foot Locker remodels by back-to-school | What Oura’s Doublepoint deal signals for the future of wearables | Castore picks Ocula Technologies as its AI product content partner | Playlist-EGYM merger creates fitness tech giant valued at $7.5bn | Women’s elite sports revenues to top $3bn for the first time, Deloitte says | TrusTrace’s One Retail Hub cuts fashion compliance burden by 70% | Worldly joins Green Sports Alliance to tackle supply chain impact | Odlo earns Fair Wear Leader status two years ahead of schedule
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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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ArticleDick’s to remodel 250 Foot Locker stores by fall
Presented at J.P. Morgan’s Retail Forum, Dick’s early results from 21 revamped stores demonstrate the impact of the Fast Break format rollout.
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ArticleNike Q3 beats estimates, but stock falls on China outlook
Revenue holds, wholesale rebounds and North America grows — but a 20% China sales decline forecast for Q4 and a soft full-year outlook sent shares down over 8%.
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News briefsDick’s begins Foot Locker restructuring
Post-merger “redundancies” hit Foot Locker as Dick’s enforces office returns and HQ shifts to New York.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 9+10
Reebok replaces China licensee as revenues slide for third year running | Decathlon enters MediaMarkt to accelerate German store expansion | PUMA partners with Chinese foam specialist Shincell on next-gen NITRO | Lidl brings carbon-plate running technology within reach, but the shoe is not for everyone | Ashley’s Frasers moves into Puma’s shareholder register, and history suggests it won’t stay quiet | Sport 2000 Group tops market with €5.3bn in 2025 retail sales | Gymshark hits record £646m revenue as profits dip on investment | Yue Yuen 2026: Expanding production in Southeast Asia | DICK’S posts $17bn in sales as Foot Locker reset takes shape | Adidas CEO Gulden drives growth with glocalization and US push | Helly Hansen acquisition drives Kontoor Brands to $3.15bn revenue | Adidas reports record revenues for 2025, eyes further growth | On Holding posts record growth in 2025 as FX drags net income | Shimano’s inventory crisis signals a bicycle industry hangover | Lululemon founder issues shareholder letter, demands board overhaul by March 13 | Adidas extends CEO Gulden and reshapes supervisory board | Soqa’s founder on closing the female football product gap
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ArticleDICK’S closes year with $17bn and a Foot Locker bet
Record sales for the DICK’S business and a $52m operating loss at Foot Locker: the numbers behind a transformational year
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ArticleNike entrusts its Indian e-commerce to Nykaa
The sportswear giant hands over digital operations to the Indian omnichannel retailer to speed up delivery and returns.
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ArticleFoot Locker to dominate NBA All-Star 2026
The retailer brings exclusive sneaker launches, athlete appearances, and community programming to downtown Los Angeles Feb. 12-15.
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AnalysisQ3 2025 Scorecard: Sporting goods winners & losers
SGIE Q3 2025 scorecard: 47 sporting goods companies tracked by sales and profits reveal uneven growth, with smaller firms outpacing larger competitors.
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