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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 3+4
Q3 2025 Scorecard: Sporting goods winners & losers | Bicycle industry stocks in 2025: a struggling sector | VF Corp. posts Q3 growth as The North Face and Timberland lead performance | German retail giant Sport 2000 outpaces market with 9% growth in 2025 | JD Sports posts mixed Q4 as Asia grows while Europe falters | Anta Sports reports mixed Q4 results as FILA drives growth | Li Ning stock gains 4.4% on improved revenue and margin outlook | ANTA Sports finalizes €1.5bn deal for 29% of PUMA SE | Wilson seizes leggings failure to escalate Lululemon proxy fight | Moncler taps Bottega Veneta chief as new CEO, Remo Ruffini becomes Chairman | On Holding hires Frank Sluis as new CFO to strengthen global expansion | Arc’teryx appoints Avery Baker as Chief Brand Officer, Tobia Prevedello as GM EMEA | Nike reshuffles geography leadership as China turnaround becomes urgent | NRF 2026: Agentic AI reshapes sporting goods retail strategy | JD Sports partners with Checkpoint Systems for global RFID rollout
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ArticleLi Ning shares surge on improved 2025 outlook
Li Ning shares surged 4.4% in Hong Kong as investors look past a low-single-digit decline in Q4 retail sales toward an improved 2025 forecast.
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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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News briefsPuma takeover rumors gain traction
Puma’s prolonged downturn and Artemis’s openness to divest its 29% stake spark renewed takeover rumors, with Anta emerging as the most credible suitor.
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ArticleAsics denies interest in Puma acquisition
Asics dismisses reports of interest in acquiring Puma as Anta Sports explores potential bid amid Puma’s financial struggles.
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News briefsPuma faces Asian takeover interest
Chinese giants Anta and Li Ning, plus Japan’s Asics, are exploring bids for struggling German sportswear maker Puma. Shares jumped 11.5% on the news.
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Article361 Degrees reports 10% Q3 growth in core and kids retail, 20% in e-commerce
The Chinese running, kids and basketball specialist reports growth figures and launches an AI partnership with Standard Robots to drive innovation.
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AnalysisGlobal athletic apparel market shows sluggish growth amid regional contrasts in 2024
SGI Europe’s yearly analysis details the global sales and performance of the top athletic sports apparel brands in 2024.
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AnalysisMarket Analysis: The global athletic footwear market 2024
SGI Europe’s yearly analysis details global sales of 25 athletic footwear brands and their performance in 2024.
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