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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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ArticleGildan Q1 revenue hits record on Hanes deal
Gildan delivered $1.17bn in Q1 sales — beating guidance — in its first full reporting period with HanesBrands consolidated.
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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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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 7+8
Strategic reset costs Puma €643.6m as sales fall 8.1% in 2025 | Saucony’s 31% surge powers Wolverine Worldwide’s 2025 turnaround | Gildan posts record Q4 revenue after HanesBrands integration | Amer Sports targets up to 18% growth in 2026 amid Salomon investment push | Decathlon co-leads €40m first close of industrial-focused ventures fund | JD Sports Fashion announces £200m share buyback program | IKEA pilots store-in-store retail with Decathlon in the UK | Intersport Finke takes EuroShop RetailDesign Award for sustainability | On Running’s Korea robot factory targets tariffs and supply chain risk | Adidas enters hybrid fitness racing with Adizero Dropset Elite | New Balance’s Made in USA spring collection lands at a loaded moment | HYROX at nine: the fitness race that became a brand battleground
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ArticleGildan Activewear posts record Q4 revenue
Q4 net sales hit $1.08bn, up 31%, as integration runs ahead of plan and synergy target rises to $250m.
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AnalysisAnalysis: Industry stocks tumble 14% in 2025
Public sporting goods companies lost $67bn in aggregate market value in 2025 as tariff fears and operating challenges sent valuations down 14.3% on a weighted basis.
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PDF NewsletterSGI Europe Executive Edition: Vol 36 - 48+49
UK scraps tariff exemption for low-value goods as EU accelerates similar reforms | Black Friday 2025 sets new US online spending record as AI drives surge | Lululemon debuts new SoHo store as NA market turbulence mounts | JD Sports Fashion delivers solid Q3 results with 2.4% organic growth despite footwear headwinds | EU Ombudsman faults Commission for rushed sustainability rule rollback | HanesBrands shareholders approve planned merger with Gildan Activewear | Gildan completes $2.2bn acquisition of HanesBrands | Puma faces mounting takeover speculation as Artemis weighs options | Lululemon Americas president Celeste Burgoyne exits amid North American slowdown | Asics bolsters digital running ecosystem with acquisitions in Spain and Thailand | Governance tensions rise at Hugo Boss as Frasers withdraws backing | ISPO Munich 2025: Insights from industry insiders into the Chinese consumer market | Nike restructures creation engine amid revenue slump and market pressure | Nike reorganizes senior leadership to accelerate ‘Win Now’ strategy
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News briefsGildan closes HanesBrands deal
Gildan Activewear has closed its $2.2 billion purchase of HanesBrands, adding iconic brands and targeting $200 million in cost synergies.
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News briefsHanesBrands holders approve merger with Gildan
HanesBrands shareholders have voted to approve the company’s merger with Gildan Activewear, moving the deal to regulatory review and closing steps.
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ArticleChampion revamps Chengdu flagship with bamboo craft
Champion’s upgraded Chengdu flagship blends its athletic DNA with classic craftsmanship: bamboo-weaving textures, DIY artisan stations, and heritage Reverse Weave pieces.