• SGI Europe Executive Edition: Vol 37 - 23+24
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 23+24

    2026-08-31T09:00:00Z

    Acushnet lifts full-year guidance, tariff refunds boosting Q2 | Amer Sports raises guidance again on Wilson swing | H1 2026: ANTA brand stalls as portfolio brands take over | Asics raises full-year guidance as SportStyle boom accelerates | Brooks running posts record growth driven by EMEA surge | Q2 2026: golf supplies 88% of Misto profit | Li Ning’s H1 growth trails its full year target | Mizuno starts year with record quarter on five growth pillars | Why On keeps outpacing the sportswear industry | Saucony powers Xtep’s growth as core brand slows | Under Armour faces tougher competition as outlook is cut | Volatile orders are putting pressure on Yue Yuen’s production | Wolverine raises outlook despite tariff pressure on margins | 361 Degrees H1 2026 revenue up 8% | Foot Locker drag forces DICK’S to reset FY guidance | North America now JD Sports’ weak link

  • Volatile orders are putting pressure on Yue Yuen’s production
    Article

    Volatile orders are putting pressure on Yue Yuen’s production

    2026-08-12T22:16:00Z

    The contract manufacturer is feeling the impact of its brand-name customers’ more cautious ordering policies. Manufacturing profit plummeted by 67.9 percent.

  • Scorecard full year 2025: more revenue, less profit
    Analysis

    Scorecard full year 2025: more revenue, less profit

    2026-06-18T12:10:00Z

     73 companies. Revenue up 3.6%. Net income down 17%. The gap between the two is the story of 2025.

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