Retail: 81
-19.30%
Brands: 93
-7.36%
Monday, March 20, 2017
Volume 1, Issue No. 10
The founder and CEO of EyeFitU, a former investment banker, talks ‘glocal’ assortments, shoppers’ personal sizing and global web payment options.

Sneaker Wars Take Center Court

Recent developments in the respective worlds of the sneaker giants point to a couple of emerging themes. Direct-to-Consumer, brand presentation with key brick-and-mortar partners and expanded reaches into women’s will be key battlegrounds in determining who advances reach, sales and profitability. And who does not. Adidas and Nike are prepared to “Take it to the Max” in North America. Will Under Armour have the firepower and, more importantly, the products to keep pace? 
Read more...

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Numbers In Play
Week of 3/09-16
The Sports Insight Index is our opinion of what we think are the 28 most important public companies in the industry, 14 vendors and 14 retailers. Space considerations prevent us from tracking more, but we will make changes over time.
Index base of 100 is key to the closing prices of 12/31/14
Retail
Better than last week’s across-the-board red as eight stocks post gains against six decliners. Zumiez has 49 retail lease decisions to make this fiscal year. Chain, which ended last fiscal year with 6.9 percent lower inventory per square foot, is “re-platforming” its website to a cloud-based, more cost-effective from Demandware that will be in place in the fourth quarter. Finish Line is slated to report its year-end results, with likely more details about the divestiture of its JackRabbit run specialty business, on March 24. Tilly’s shares dropped more than 15 percent March 10 after the retailer projected a significantly larger first quarter loss that Street forecasts. Big 5’s annual revenues may have topped $1 billion again last year, but some investors are concerned about the chain not being fully vested in e-commerce. Macy’s discovers off-price rivals TJX, Ross and Burlington, will collectively open 300 locations in 2017, approximately the same number being closed by the department store chain, Sears and J.C. Penneys in aggregate.
Brands
Better week for the segment with 11 up and only three down. GoPro got a bounce after announcing its third restructuring in last 12 months, costing 270 positions, saying its first quarter revenues should be at high-end of guidance and revealing will now focus on core customers instead of mainstream consumers. Skechers’ performance unit extends its sponsorship of The Los Angeles Marathon that took place March 19 for more years. Deckers’ shares have underperformed for six months in the shoes and retail apparel segments. Market concern persists about the company’s reliance on the UGG brand. VF Corp.’s strong Vans label has a new rival, well sort of. U.K.-based Pentland has made an investment in Seavees, a California casual brand that is actually a few years older than Vans. Adidas are up 62 percent over the last year, but major North American growth may hold the key to further gains in 2017.

RETAIL: 81

19.30%

BRANDS: 93

7.36%

Retail Name (Ticker Symbol)
Close on 03/09/17
Close on 03/16/17
% change over time
Big 5 Sporting Goods (BGFV)
BGFV
$14.50
$15.35
+5.86%
Cabela's (CAB)
CAB
$46.08
$46.99
+1.97%
Dick's Sporting Goods (DKS)
DKA
$48.35
$48.20
-0.31%
Finish Line (FINL)
FINL
$16.07
$16.65
+3.61%
Foot Locker (FL)
FL
$76.48
$75.80
-0.89%
Genesco (GCO)
GCO
$56.40
$59.20
+4.96%
Hibbett Sports (HIBB)
HIBB
$27.42
$29.30
+6.86%
Kohl’s (KSS)
KSS
$39.78
$40.49
+1.78%
Macy’s (M)
M
$31.53
$30.41
-3.55%
Sportsman’s Warehouse (SPWH)
SPWH
$4.24
$4.63
+9.20%
Shoe Carnival (SCVL)
SCVL
$25.24
$26.24
+3.96%
Tilly’s (TLYS)
TLYS
$10.83
$8.99
-16.99%
Walmart (WMT)
WMT
$69.86
$70.44
+0.83%
Zumiez (ZUMZ)
ZUMZ
$21.00
$17.80
-0.94%
Brand Name (Ticker Symbol)
Close on 03/09/17
Close on 03/16/17
% change over time
adidas (ADDYY)
ADDYY
$94.25
$98.64
+4.66%
Amer Sports (AGPDY)
AGPDY
$23.97
$23.65
-1.34%
Callaway (ELY)
ELY
$10.80
$11.17
+3.43%
Columbia Sportwear (COLM)
COLM
$55.16
$57.32
+3.92%
Deckers Brands (DECK)
DECK
$53.77
$54.34
+1.06%
Fitbit (FIT)
FIT
$5.85
$6.10
+4.27%
GoPro (GPRO)
GPRO
$7.96
$8.51
+6.91%
lululemon (LULU)
LULU
$65.00
$63.84
-1.78%
Nautilus (NLS)
NLS
$16.30
$16.85
+3.37%
Nike (NKE)
NKE
$56.36
$57.60
+2.20%
Skechers (SKX)
SKX
$25.73
$27.65
+7.46%
Under Armour (UA)
UA
$17.69
$18.17
+2.71%
VF Corp. (VFC)
VFC
$52.66
$54.15
+2.83%
Wolverine Worldwide (WWW)
WWW
$25.11
$25.15
+0.16%

Sports Insight Extra Podcast Series

Isabelle Ohnemus

The founder and CEO of EyeFitU, a former investment banker, talks ‘glocal’ assortments, shoppers’ personal sizing and global web payment options.

Tom Cove #2

The president and CEO of the SFIA addresses the most serious threat the industry has faced in the past half-century and the expected re-introduction of the PHIT Act by Congress.

Matteo Scarparo

The Italian global trade expert in footwear talks about the present and future of TheMicam trade show and the potential impact of a Border Adjustment Tax in the U.S. on imported shoes.

Dr. James Eakin

Dr. James Eakin, chief marketing officer and director of U.S. operations for Xenoma, discusses the Japan company’s e-skin shirt and entire wearable category.

Rusty Saunders

Industry senior statesman Rusty Saunders dishes on industry leadership, pressing issues and the inactivity pandemic.

Barbara Barclay

Expert Barbara Barclay, president of RightEye, talks eye-tracking technology and her company’s recent alliance with Major League Baseball and USA Baseball.

Julie Sylvester

Julie Sylvester, Executive Producer at Living in Digital Times, talks trends likely to emerge at Sports and FitnessTech Summit at CES in Las Vegas.

Chris Palmer

Chris Palmer, Founder and CEO of BoxFox, talks excess inventory and solutions for vendors, retailers and distributors.

Susie McCabe

Susie McCabe, SVP of global retail for Under Armour who previously spent 16 years at The Ralph Lauren Corp., dishes on UA’s retail strategy and new Brand House in Boston.

Tom Cove

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Rich Harper

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Stephen Lamar

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Bill McInnis

The president of Reebok Future discusses the intent of the unit and the brand’s plans to develop footwear in a new way.

Tom Fowler

Polar USA CEO Tom Fowler talks technology and the future of smart wearables.

Paul Schille

TREW CEO Paul Schille dishes on the eight-year old company in the process of completing its Series A round of funding and his dual career.

Jason Kaplan

Milestone Sports CEO Jason Kaplan dishes on the company’s low-cost, wearable pod and how it will help specialty retailers connect.

Duncan Finigan

OOFOS marketing executive talks about the recovery footwear brand and candidly about her courageous personal health journey.

Matt Priest

Footwear Distributors and Retailers of America President Matt Priest the likelihood of the Trans-Pacific Partnership being passed soon.

David and Josh Higgins

ING Source executives dish about compression technology and the Hickory, NC company’s breakthrough OS1st Brace Layer System.

Charles Liberge

Jones & Vining’s Charles Liberge addresses strategies and directions for the iconic brand.

Jim Baugh

PHIT America’s Jim Baugh dishes on the inactivity pandemic.

Sue Dooley and John Daher

Rockport Group senior executives talk about the brand’s fresh start under new ownership that has a major emphasis on versatility.

Josh Shaw

Mission Athletecare CEO Josh Shaw says thermoregulation is the New York company’s singular focus.

Tim Porth

Tim Porth of Octane Fitness talks trends, Zero Runner and the company’s January acquisition by Nautilus Inc.

David Costello

The principal and founder of Rising Tide Associates talks about industry advocate lobbying for the domestic textile and footwear industries.

Steven D’Angelo

The ‘47 brand executive dishes on the Boston company and long-time MLB licensee founded by his father Arthur and his late Uncle Henry.

Pam Gelsomini and CB Tuite

Pam Gelsomini, president, and CB Tuite, VP–sales, discuss the company’s products, partnerships and what’s new for the season ahead.

Kenneth G. Andres

The tradeshowdirector for the American Sportfishing Association casts comments on the activity’s popularity, and trends in fishing.

Dick Sullivan

The principal and founder of Rising Tide Associates talks about industry advocate lobbying for the domestic textile.

Dave Coradini

The VP of sales and sponsorships for Spalding, Dave Coradini talks Shot Tracker and basketball.

Scott McGuire

The executive brand and product innovation leader dishes to F4M’s Emily Walzer on an array of topics.

Kelly Davis

Snow Sports Industries of America’s Kelly Davis talks weather, participation trends and how to handle the psyche.

Kevin Davis

The CEO of Performance Sports Group dishes on new bat standards and Own the Moment.

Gene McCarthy, Pt 2

Gene McCarthy, president of Asics America, speaks to Jen Ernst Beaudry on specialty run and more in the second part of the podcast.

Gene McCarthy, Pt 1

Gene McCarthy, new president of Asics Americas, dishes to F4M’s Jen Ernst Beaudry in the first of a two-part podcast.

Richie Woodworth

Saucony’s Richie Woodworth offers his views on brand’s running business and what it takes to manage through change.

Bruce Cazenave

Bruce Cazenave, CEO of Nautilus Inc., recently ranked 23rd on Fortune’s “Fastest Growing Companies” list.

Tony Armand

Armand is leading USB, created after the April merger of Shock Doctor and McDavid.

Gary Smith

Gary Smith has been at the helm of the Lawrence, MA firm for three years, and his 2016 strategies will broaden Polartec’s scope.

Marty Hanaka

City Sports CEO Marty Hanaka has 42 years in retail, starting at Sears in 1973.

Mike Dowse

Wilson Sporting Goods, one year removed from its 100th anniversary and a major restructuring, has a renewed focus and strategy.