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ArticleLululemon launches video podcast series in China
The brand’s first video podcast lands on Bilibili, not YouTube. The market choice says more than the format.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 17+18
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
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ArticleWhy sports retail is consolidating and fragmenting at once
Nike reversed its DTC strategy. Gresvig and XXL collapsed. Lululemon, Vuori and Arc’teryx built their own channels. The wholesale model is being rewritten from both ends.
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ArticleSwipe left, buy Local: the Douyin athleisure takeover
Grandparents with 34 million Douyin followers, a $910 billion silver economy, and a guochao generation rewriting who buys local activewear, and why.
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ArticleShoes almost never get recycled. Here’s the data.
The first large-scale material analysis of European post-consumer footwear finds adhesives, black pigments, and missing pairs are the real obstacles to recycling.
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ArticleWhy Oner Active is opening in NYC, not London
The British activewear scale-up signs its first-ever store lease: in Manhattan’s NoHo, not its home market
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ArticleQ1: Lululemon’s 4% growth hides a 37% profit collapse
China grew 30%, America shrank 3%, and a new CEO inherits the gap between them.
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News briefsHainan duty-free partners with Lululemon
The Hainan duty-free retailer is expanding a sports portfolio that now includes Lululemon, Salomon, Under Armour, adidas and Nike.
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ArticleLululemon settles proxy fight with Chip Wilson
The founder wins board representation. Lululemon wins silence. The deal is narrower than it looks.
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ArticleCommunity over product is selling in Seoul retail
From rotating pop-ups to base camp concepts, Seoul’s retail landscape is transforming how sportswear brands engage digital-first consumers.
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