Retail: 57
-43.36%
Retail: 112
+12.21%
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Mon, Aug 28, 2017
Vol 1, Issue No. 33
PRESENTING SPONSORS
Monday, August 14, 2017
Volume 1, Issue No. 31

Footwear Supply Chain Facing Opportunity, Challenges
Latin America Aims for Asian Footwear Supply Chain

Many factors are weighing on shifts in U.S. footwear sourcing today, from greater use of technology to an expected second consecutive annual decline in U.S. imports this year to about $25 billion after a 5.9 percent dip in 2016. Nonetheless, numerous countries are waging campaigns to grab bigger slices of the 2.35 billion pair market that is projected to grow more than 7.6 percent in the five years ending 2021 to 2.53 billion pairs, according to a Footwear Distributors and Retailers of America forecast. Read more...

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Numbers In Play
Week of 8/03-8/10
The Sports Insight Index is our opinion of what we think are the 30 most important public companies in the industry, 15 vendors and 15 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
Street reaction to President Trump’s “fire and fury” comment on North Korea came on the last day of the period and was another negative for the segment that matched its all-time lowest Current Index score. Only two stocks, Cabela’s and Foot Locker were up for the week. FL may be isolated from the rising influence of Amazon on soft goods if Nike and Adidas promise to give the retailer exclusivity periods on key premium products. Macy’s suffered its 10th consecutive quarterly sales decline as comparable store sales dipped 2.5 percent. The department store chain’s annual comps are forecast to be down 2.2-3.3 percent. Kohl’s, meanwhile, reported a 1 percent drop in quarterly profits that exceeded Street forecasts as did the chain’s virtually flat (0.4 percent) comparable store sales. Hibbett Sports is adding ecommerce veteran James Hilt from Express to its board, but is still expected report a same store sales drop of about 10 percent when it reports second quarter results next week.
Brands
Five up and 10 down for the segment this week. Adidas is reportedly in line to pick up sponsorship of Arsenal when the soccer club’s current five-year deal with Puma ends in 2019. GoPro’s new Hero 6, due later this year, may be better engineered to upload video to a smartphone. Callaway is acquiring TravisMathew apparel for $125.5 million cash and will allow the Huntington Beach, CA company to operate independently. Under Armour signs Dallas Mavericks’ rookie Dennis Smith Jr. as a brand endorser and continues its quest for a new VP of global communications and entertainment to help steer CEO Kevin Plank’s message as well as shape his image as a visionary. Skechers, which lost a number of motions in its ongoing, two-year old trademark infringement case with Adidas, will use a new deal with 20-year-old Cuban Carmela Cabello to help market its Hi-Lites collection this fall.

RETAIL: 66

33.95%

BRANDS: 96

4.00%

Retail Name (Ticker Symbol)
Close on 08/03/17
Close on 08/10/17
% change over time
Big 5 Sporting Goods (BGFV)
BGFV
$9.40
$9.10
-3.19%
Cabela's (CAB)
CAB
$53.22
$53.84
+1.16%
Camping World (CWH)
CWH
$32.01
$31.47
-1.69%
Dick's Sporting Goods (DKS)
DKA
$37.26
$33.81
-9.20%
Finish Line (FINL)
FINL
$13.56
$13.33
-1.70%
Foot Locker (FL)
FL
$48.56
$49.09
+1.09%
Genesco (GCO)
GCO
$31.25
$28.45
-8.96%
Hibbett Sports (HIBB)
HIBB
$15.15
$13.55
-10.56%
Kohl’s (KSS)
KSS
$42.04
$39.50
-6.04%
Macy’s (M)
M
$23.60
$20.67
-12.42%
Sportsman’s Warehouse (SPWH)
SPWH
$4.51
$4.14
-8.20%
Shoe Carnival (SCVL)
SCVL
$17.66
$16.73
-5.27%
Tilly’s (TLYS)
TLYS
$10.01
$9.68
-3.30%
Walmart (WMT)
WMT
$80.88
$80.66
-0.27%
Zumiez (ZUMZ)
ZUMZ
$12.80
$12.15
-5.08%
Brand Name (Ticker Symbol)
Close on 08/03/17
Close on 08/10/17
% change over time
Acushnet Holdings (GOLF)
GOLF
$18.27
$17.04
-6.73%
adidas (ADDYY)
ADDYY
$114.82
$112.05
-2.41%
Amer Sports (AGPDY)
AGPDY
$26.97
$27.81
+3.11%
Callaway (ELY)
ELY
$12.46
$12.77
+2.49%
Columbia Sportwear (COLM)
COLM
$58.86
$58.11
-1.27%
Deckers Brands (DECK)
DECK
$64.43
$63.85
-0.90%
Fitbit (FIT)
FIT
5.84
$5.64
-3.42%
GoPro (GPRO)
GPRO
$8.26
$9.78
+18.40%
lululemon (LULU)
LULU
$60.50
$60.25
-0.41%
Nautilus (NLS)
NLS
$16.60
$17.15
-3.31%
Nike (NKE)
NKE
$60.13
$59.07
-1.76%
Skechers (SKX)
SKX
$27.75
$28.61
+3.10%
Under Armour (UA)
UA
$16.34
$16.82
+2.94%
VF Corp. (VFC)
VFC
$63.25
$61.24
-3.18%
Wolverine Worldwide (WWW)
WWW
$27.69
$25.94
-6.32%

Sports Insight Extra Podcast Series

Bob Smith

The design consultant who began his 20-year career as a graphic artist for Nike dishes on the blur between lifestyle and performance and the importance of Struktur, the creative conference for active, outdoor and urban design.

Rob & Mike Barnes

The co-founders of Selkirk Sports, a Hayden, ID maker of Pickleball paddles and accessories, dish on the rise of the sport that counted 2.5 million participants in 2015.

Brendan Candon

CEO of SidelineSwap, an online marketplace for used sports gear and equipment, dishes on the market and whether it steps on the toes of traditional, full-line retailers.

Dave McGillivray

The long-time race director and long-distance runner weighs in on marathon participation, the future of event marketing and his latest venture that may bring a marathon to a MLB ballpark near you.

Paul Froio

Reebok’s VP of U.S. Retail and Direct-to-Consumer channels talks about the company’s new South Boston headquarters and adjacent global flagship store.

Aquiles M. Bermùdez P.

The former president of the Dominican Association of Free Zone Companies and current member of the National Commission of Footwear addresses the industry, Dominican Republic’s infrastructure and Footwear Technology Institute.

W. Andrew Martin

The managing director for Baird in Charlotte, NC discusses the M&A climate, consumer loyalty to brands today and the impact of private label.

Mark Sullivan

The president of Formula4Media, LLC previews The Running Event conference and trade show set for November 28-December 1 in Austin, Texas.

Bryan Smeltzer

The general manager of Zamst Americas talks sports protectives, dispelling some of the consumer and athlete misconceptions about the category.

Emily Walzer

Formula4Media colleagues Emily Walzer, Textile Insight editor, Jennifer Beaudry-Ernst, footwear specialist, and contributor Kurt Gray, owner of SimplyGrayDesign, dish on key trends from the final Outdoor Retailer trade show in Salt Lake City.

Judith A. Russell

Shifting consumer purchasing patterns are vital to understanding today’s marketplace. Russell, a marketing and strategic planning professional, offered up her thoughts at TexWorld in New York on a panel with Sports Insight Extra’s Bob McGee.

Will Decker

Family-owned Silicon Valley firm Plug and Play, which dubs itself the “Ultimate Startup Ecosystem,” has raised over $6 billion in venture funding during its 11 years while bringing corporations, venture capitalists and start-ups together.

Matthew Lyon

In the fragmented hydration market, where price points for performance products are on the rise, HydraPak is an OE supplier to numerous brands and has its own lightweight, flexible products.

Eric Hayes

Superfeet Celebrates 40th Anniversary. The employee-owned company introduces footwear and rolls out a 3D printed insole program.

Shawn Neville

BOA introduces New Tech and Names New CEO. Nothing will constrict Boa Technology CEO Shawn Neville from helping the Denver company improve its customized fit solution.

Waingarten and Frydlewski

No strings attached. The married Argentinean couple has raised nearly $20 million for Hickies, a Brooklyn company addressing how athletic shoes are closed around the foot two eyelets at a time.

Michelle Carmichael

The Co-founder and Managing Partner of Partners Growth, which brings premium brands into the U.S. market, talks Finnish children’s wear brand Reima. 

Brian Beckstead

Six-year old Altra is teaming with Utah State University to develop outdoor design talent.

Declan Condron

Let's Go Hyperwear: Former Equinox personal trainer merges the innovative, functional fitness gear from Austin, TX company with programming for schools, camps and institutions.

Hugues Gontier

Sly and Simple. BlueFox.io and its technology enable a retailer to interact with customers in store and track traffic. No beacon required. The CMO explains the benefits of the platform.

Reza Raji

The CEO of Xenio Systems talks about the company’s new platform that tracks where shoppers spend time in physical stores and its patented hyper-positioning technology.

Jacob Torres Espino

The director of export promotion for Mexico’s Guanajuato State government agency addresses the proposed impact of the Border Adjustment Tax by the U.S. and the possibility of a renegotiated NAFTA free trade agreement.

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.