• SGI Europe Executive Edition: Vol 37 - 17+18
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 17+18

    2026-06-11T09:12:00Z

    Zumiez’s margin recovery rests on private label penetration, not category breadth | Q1 2026: Lululemon grows revenue 4% while operating income falls 37% | Q1 results: DICK’S manages a two-speed portfolio as Foot Locker restarts | Sprinter swings to €33.9 million profit despite revenue dip in FY25 | HOKA drives Deckers Brands to record revenue and earnings in fiscal 2026 | Amer Sports Q1 2026: revenue up 32%, full-year guidance raised | FILA’s China momentum carries Misto Holdings to 19% profit gain | Sport 2000’s Gosau: AI will make specialty retail more human | Intersport Deutschland CFO on AI strategy and the future of specialist retail | Asics frees its most profitable brand: the Onitsuka Tiger spin-off | The paddock is the new pitch: adidas moves in, Nike watches | The two sports brands that don’t need the World Cup and follow their own rules | ANTA Sports: The making of a global multi-brand machine | Quo vadis, European retail? 2025 results across five operators compared | Distribution of branded sporting goods in Europe: interesting facets and updates from a legal point of view

  • Li-Ning signs Curry. The game changes. Our analysis.
    Article

    Li-Ning signs Curry. The game changes. Our analysis.

    2026-06-03T11:22:00Z

    A $400m+ deal with Stephen Curry caps a multi-year push by Li-Ning to break out of China. Here’s what the strategy actually looks like.

  • Hainan duty-free partners with Lululemon
    News briefs

    Hainan duty-free partners with Lululemon

    2026-05-29T08:38:00Z

    The Hainan duty-free retailer is expanding a sports portfolio that now includes Lululemon, Salomon, Under Armour, adidas and Nike.

  • Under Armour cuts 25% of SKUs
    News briefs

    Under Armour cuts 25% of SKUs

    2026-05-28T12:38:00Z

    Under Armour has met its two-year SKU reduction target and signalled further cuts, pairing assortment discipline with category management to protect margins under sustained tariff pressure.

  • Oberalp passes the keys to the next generation
    News briefs

    Oberalp passes the keys to the next generation

    2026-05-22T08:58:00Z

    A dual leadership transition reshapes Oberalp’s governance for the next phase

  • Anime Is the New Jersey
    Article

    Anime Is the New Jersey

    2026-05-19T15:35:00Z

    Desperate to hook younger fans, sports brands are placing a surprising bet on anime, and the numbers prove its payoff.

  • SGI Europe Executive Edition: Vol 37 - 15+16
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 15+16

    2026-05-18T06:53:00Z

    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

  • Under Armour goes after China with flag football
    Article

    Under Armour goes after China with flag football

    2026-05-12T17:40:00Z

    Jefferson’s tour is the visible layer. The real play is owning a nascent Olympic sport before rivals can – on a fraction of their marketing budgets.

  • Under Armour plunges 19% as outlook disappoints
    Article

    Under Armour plunges 19% as outlook disappoints

    2026-05-12T15:54:00Z

    Q4 revenue of $1.2 billion beat consensus but fiscal 2027 guidance disappointed analysts.

  • Under Armour tests its gear on robots
    News briefs

    Under Armour tests its gear on robots

    2026-05-12T08:55:00Z

    The apparel brand is applying its materials science to humanoid robots in industrial environments – a category with no incumbent