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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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News briefsGoPro tests whether its IP is worth more in defense
The action camera company entered defense consulting in April. Within weeks, its board was fielding acquisition bids.
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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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News briefsGoPro cuts 23% of workforce in restructuring
The action camera maker is axing nearly a quarter of its global staff as part of a cost-cutting drive timed for Q2 2026.
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ArticleGoPro posts loss but eyes comeback
Revenue fell 19% in 2025, but cost discipline and a proprietary AI processor signal GoPro’s bid to reverse its decline.
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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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ArticleDale of Norway strengthens North American team
Coming off strong Olympic visibility in Cortina, the Norwegian heritage knitwear brand — whose garments are produced using hydropower — is investing in US and Canadian wholesale growth.
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ArticleGoPro promotes company veteran to CFO
The action camera maker taps a 13-year company veteran to lead its finances as longtime CFO Brian McGee moves to a new presidential role.
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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.