• 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

  • Yue Yuen profit falls on factory squeeze
    Article

    Yue Yuen profit falls on factory squeeze

    2026-05-14T07:30:00Z

    The world’s largest footwear contract manufacturer saw earnings halve in Q1 as a rare calendar crunch and tariff-sharing costs compressed factory margins to their weakest in years.

  • SGI Europe Executive Edition: Vol 37 - 13+14
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 13+14

    2026-04-30T14:49:00Z

    Nike calls 1,400 job cuts a planned step. Analysts aren’t so sure | Adidas posts 14% revenue growth in Q1: guidance for the fiscal year remains cautious | Q4 2025 Scorecard: Revenue rises, earnings crater | New Balance targets $10bn revenue in Middle East push | Report: Europe’s fitness market breaks records in 2025 | WFSGI elects first all-American co-chairs | Adidas backs Bundesliga with €100m deal as Nike era looms | Garmin Q1 2026: fitness up 42%, outdoor down on prior-year comparison | Anta Q1 operational update: Spring Festival lifts sales, March reality bites | 361 Degrees Q1 2026: e-commerce outpaces steady offline gains | Yue Yuen warns of up to 55% profit drop as tariffs hit Q1 output | Moncler Group posts 12% Q1 revenue growth on Asia rebound | Reebok’s sport-by-sport comeback is a brand management masterclass | Five takeaways from Shimano’s Q1 2026 results | A probe into ‘forever chemicals’ in activewear lays bare fashion’s greenwashing problem


  • Yue Yuen warns of 50–55% Q1 profit drop
    News briefs

    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
    Article

    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
    Analysis

    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
    Case Study

    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
    PDF Newsletter

    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
    Article

    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
    Analysis

    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.