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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.
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ArticleUS survey maps the new brand heat race
L.E.K.’s 2026 Brand Heat Index maps where HOKA, On, Arc’teryx and Salomon are gaining on legacy leaders.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 5+6
Asics acquires US race platforms through its subsidiary Race Roster | Largest sports-buyout fund yet closes at $1.2bn | Peloton cuts 11% of workforce as fitness sector contraction continues | Zalando and retail partners launch unified HREDD reporting tools | Mizuno achieves record nine-month sales as workwear, football and running drive growth | Under Armour reports 5% sales drop as North America offsets EMEA | Brooks Running accelerates China growth with 245% jump as global sales rise 16% in 2025 | Columbia Sportswear delivers modest growth, still struggles in US | Empowering athlete storytelling for a new generation of Olympians and Paralympians | Startups to watch in 2026: How LifeLabs is democratizing smart fabrics via the golf course | Brooks Running appoints Claire Wood as VP, Footwear Product Strategy | Puma creates separate business unit for training category | Canada Goose appoints Patrick Bourke as president of North America
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ArticleQ3 FY2026: Canada Goose trades profits for growth
The Toronto-based luxury outerwear brand posted 14% revenue growth but saw operating margins fall to 29% as heavy marketing spending and retail expansion outpaced sales gains.
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ArticleCanada Goose names Patrick Bourke North America president
The outerwear brand promotes 10-year veteran to lead regional growth strategy and retail execution across the US and Canada.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 1+2
Analysis: 2025 sporting goods stocks drop 14% in worst year since 2022 | The activist reckoning: shareholder pressure reshaped sporting goods in 2025 | Anta Sports reportedly offers for Pinault family’s 29% Puma stake | Fairfax Financial acquires 22% stake in Under Armour | Japan trader Marubeni acquires Gola owner Jacobson Group to scale lifestyle platform | JD Sports enables direct purchases through AI platforms in US market | Google launches Universal Commerce Protocol for agentic AI shopping | Puma appoints Anne Putz as Senior Director of Corporate Communications | Puma appoints Nadia Kokni as Vice President Global Brand Marketing | Alo taps ex-Dior executive to lead global push | Canada Goose appoints Daniel Binder to lead Asia-Pacific expansion | New Balance appoints former Frasers Group exec as EMEA sales VP | Campaign spotlight | ‘Can’t return it, won’t quit it’: Decathlon flips retail logic to fight fitness failure | ASICS launches ‘Move Your Body, Move Your Mind’ campaign with reimagined ‘Good Vibrations’
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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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ArticleCanada Goose reshuffles leadership for APAC
Canada Goose has appointed Daniel Binder as President, Asia Pacific, while Niclas Ekerot joins as SVP, Global Stores in a strategic reshuffle.