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Yue Yuen warns of 50–55% Q1 profit drop

2026-04-21T11:24:00Z

Yue Yuen flags a 50–55% Q1 profit decline as reciprocal tariffs, rising wages and factory disruptions erode manufacturing margins.

Anta Q1: seasonal lift amid structural challenges

2026-04-15T13:51:00Z

Anta’s portfolio posts a Q1 rebound, but analysts flag March deceleration and structural weakness in China’s mass-market sporting goods.

Q4 2025 Scorecard: Revenue rises, earnings crater

2026-04-13T15:12:00Z

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.

How adidas rewired its China business

2026-03-30T16:22:00Z

 A 36 percent revenue drop in 2022 forced adidas to reimagine its China model. Three years later, Greater China is its fastest-growing region.

SGI Europe Executive Edition: Vol 37 - 9+10

2026-03-18T14:17:00Z

Reebok replaces China licensee as revenues slide for third year running | Decathlon enters MediaMarkt to accelerate German store expansion | PUMA partners with Chinese foam specialist Shincell on next-gen NITRO | Lidl brings carbon-plate running technology within reach, but the shoe is not for everyone | Ashley’s Frasers moves into Puma’s shareholder register, and history suggests it won’t stay quiet | Sport 2000 Group tops market with €5.3bn in 2025 retail sales | Gymshark hits record £646m revenue as profits dip on investment | Yue Yuen 2026: Expanding production in Southeast Asia | DICK’S posts $17bn in sales as Foot Locker reset takes shape | Adidas CEO Gulden drives growth with glocalization and US push | Helly Hansen acquisition drives Kontoor Brands to $3.15bn revenue | Adidas reports record revenues for 2025, eyes further growth | On Holding posts record growth in 2025 as FX drags net income | Shimano’s inventory crisis signals a bicycle industry hangover | Lululemon founder issues shareholder letter, demands board overhaul by March 13 | Adidas extends CEO Gulden and reshapes supervisory board | Soqa’s founder on closing the female football product gap

Yue Yuen 2025: Manufacturing stable, retail weighing on earnings

2026-03-12T16:19:00Z

The world’s largest contract footwear manufacturer posted a 1.8 percent sales decline to $8.03 billion in fiscal 2025. Weak China retail weighed on results.

Q3 2025 Scorecard: Sporting goods winners & losers

2026-01-12T16:19:00Z

SGIE Q3 2025 scorecard: 47 sporting goods companies tracked by sales and profits reveal uneven growth, with smaller firms outpacing larger competitors.

SGI Europe Executive Edition: Vol 36 - 46+47

2025-11-20T16:08:00Z

Amer Sports posts 30% revenue growth in Q3 FY25 as outdoor brands drive performance | Asics posts record sales with 39% operating income growth | On Holding achieves record quarterly sales of €825m with 25% growth | Mizuno hits €740m in record H1 sales, led by running, football and workwear | Canada Goose posts quarterly loss as DTC growth offsets higher costs from strategic investments | Under Armour beats forecast as North America sales show early signs of a potential turnaround | Profit squeeze at Yue Yuen as labor costs surge and China retail softens | Puma streamlines US licensing with United Legwear & Apparel Co. | VF Corporation completes sale of heritage workwear brand Dickies to Bluestar Alliance | Under Armour ends 13-year partnership with Steph Curry amid restructuring | Canada Goose announces board changes as director retires | Columbia Sportswear appoints Peter Bragdon and Joe Boyle as Co-Presidents under succession plan | Ciele Athletics appoints Corey Stecker as Global Head of Sales | Nike partners with Syre to accelerate circular polyester production | Nike signs multi-year offtake agreement with Loop Industries for circular polyester resin | Lenzing and OceanSafe develop next-gen circular fiber for performance textiles

Yue Yuen faces margin pressure despite higher deliveries

2025-11-14T07:33:00Z

Yue Yuen shipped more shoes but saw net profit fall 16 percent as rising wages and China’s weak retail sector hit earnings in the first nine months of 2025.

SGI Europe Executive Edition: Vol 36 - 33+34+35

2025-08-27T05:46:00Z