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News briefsUnder Armour shows Rebel Daughter range in Shanghai
Martial arts, dance and good-luck symbols: Rebel Daughter, Under Armour’s collection with Feng Chen Wang, is due in Singapore later this year
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ArticleBaird downgrades Nike, adidas, Dick’s
Baird cuts five sportswear and footwear stocks to Neutral on macro economic risk.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 23+24
Acushnet lifts full-year guidance, tariff refunds boosting Q2 | Amer Sports raises guidance again on Wilson swing | H1 2026: ANTA brand stalls as portfolio brands take over | Asics raises full-year guidance as SportStyle boom accelerates | Brooks running posts record growth driven by EMEA surge | Q2 2026: golf supplies 88% of Misto profit | Li Ning’s H1 growth trails its full year target | Mizuno starts year with record quarter on five growth pillars | Why On keeps outpacing the sportswear industry | Saucony powers Xtep’s growth as core brand slows | Under Armour faces tougher competition as outlook is cut | Volatile orders are putting pressure on Yue Yuen’s production | Wolverine raises outlook despite tariff pressure on margins | 361 Degrees H1 2026 revenue up 8% | Foot Locker drag forces DICK’S to reset FY guidance | North America now JD Sports’ weak link
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News briefsCanada Goose wholesale swings to profit
A wholesale rebound just did something Canada Goose hasn’t managed in two years: turn a profit in the quarter.
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News briefsUnder Armour names Feng Chen Wang as creative partner
Could Feng Chen Wang partnership bring cultural credibility and Chinese heritage to Under Armour’s Rebel Daughter initiative?
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AnalysisScorecard full year 2025: more revenue, less profit
73 companies. Revenue up 3.6%. Net income down 17%. The gap between the two is the story of 2025.
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ArticleTersus CEO Whitcomb: resale runs on economics, not mandates
Peter Whitcomb on why brands now come to Tersus with their CFO, not their sustainability tea
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 15+16
Why On’s Q1 is more than just a strong quarter | What VF Corp’s Reinvent fixed, and what it didn’t | FY2026 revenue up: JD Sports shifts focus to efficiency over expansion | Mike Ashley confirms to FT his team filmed the Cowgill footage | Under Armour plunges 19% as outlook disappoints | Mizuno reports record-high sales and profits for FY2025 | Columbia flat in Q1 as tariffs and US weakness weigh on margins | Asics posts record Q1 earnings. Shares fall on flat guidance | Puma Q1 shows stability as management keeps cautious full-year outlook | Yue Yuen Q1 profit drops by more than half as bottlenecks and tariffs erode margins | Gildan posts record Q1 revenue as HanesBrands integration advances | Technogym grows Q1 revenues 10% to €237m across all regions | Brooks posts 23% Q1 growth as EMEA surges and China triples | A $225 million bet on the everything-pickleball company
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ArticleCanada Goose posts 18% Q4 revenue surge
Broad-based growth across all regions and channels, but gross margin pressure and a $8.4m store impairment cast a shadow on profitability.
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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.