Retail: 67
0.31%
Retail: 201
1.78%
Monday, March 11, 2019
Volume 3, Issue No. 10

Target+ Eyes Industry Brands & Retailers for Online Marketplace

Coming out of 2018 when Q4 comparable sales rose 5.3 percent and its $5 billion-annual digital arm grew 31 percent, Target is expanding its online presence with its own take on rival Walmart and Amazon.com’s marketplace segments with Target+. (Read More)

Quotable

“As a shakeout in our industry continues, the separation between those who can afford to invest, and those who can’t is real. The channel convergence between physical and digital has come full circle.”
– Brian Cornell, Chairman and CEO of Target Corp

Kohl’s Partners with Planet Fitness, Expands Active Offerings

This year, besides expanding in-store active merchandise presentations in approximately 160 of its highest-performing active doors, Kohl’s is teaming with the Planet Fitness chain. (Read More)

OUTDOOR Insight
“Big Box Retailer” Not on Camping World’s Radar

In announcing less than stellar year-end results last week, Camping World Holdings Inc. Chairman Marcus Lemonis told Wall Street the public company and parent of Overton’s and Gander Outdoors does not "and have never wanted to be a big box retailer." (Read More)

INSIDE RETAIL
Largest U.S. In-Store Service Firm Getting Larger

Market Connect Group (MCG), a Bloomfield, NJ firm which provides in-store services for general merchandise retailers, has acquired Merchandise Management Company (MMC) for an undisclosed price. (Read More)

Seen at NE Materials Show

France’s Zhor-Tech and its Digitsole brand are trying to expand into the U.S. with their range of hi-tech insoles that can heat one’s foot and track one’s movements. Zhor-Tech’s Malik Issolah, who attended last week’s NE Materials Show in Wilmington, MA, says several brands will begin using the company’s products this fall. Designed for the running, golf, tennis and safety shoe markets, the insoles retail between $99 and $199.
San Antonio Shoemakers CEO Nancy Richardson talks about the casual, comfort footwear market and domestic manufacturing.
Music from https://filmmusic.io: "Werq" by Kevin MacLeod (https://incompetech.com)
License: CC BY (
http://creativecommons.org/licenses/by/4.0/)

The Buzz

AVIA is eying expanded distribution into specialty stores by the end of FY19, buoyed by brand ambassador Vanessa Hudgens, according to parent Sequential Brands Group.   Avia is currently only available in the mass channel. (Read More)

Tubes of the Week

Mon, Aug 28, 2017
Vol 1, Issue No. 33
Numbers In Play
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
Segment is essentially flat for a second consecutive week, outperforming the Dow that dipped 1.7 percent. Nine stocks fall and six gain. Sports Direct says CEO and director Mike Ashley will step down from his post if he is named to the board of Debenhams, a struggling U.K. department store where has a nearly 30 percent stake. Camping World had 56 Gander Outdoors stores open at FY end after closing seven locations last year. Intends to have the locations selling RVs by June 30. Kohl’s is proceeding with its previously announced plans to close four underperforming stores next month and replace them with smaller-format locations later this year. Walmart is giving 912,000 associates part of $207 million in cash bonuses following the retailer’s strong Q4. Macy’s is closing eight stores, most in oversaturated markets, this year.   
Brands
Segment slides back nearly 2 percent, exceeding the Dow’s pullback during the period, as all but GoPro decline for the week. Adidas, which reports annual results on Wednesday, sees its former director of global sports marketing sentenced to nine months in federal prison after he was convicted of wire fraud and conspiracy to commit wire fraud in the 2017 college basketball scandal. Also, the Three Stripes announces that it will pay players it sponsors on the winning Women’s World Cup team the same performance bonus that it pays male champions. Skechers lands “Editors Choice” honors from Runner’s World for its GO RUN Razor 3 Hyper performance running shoe. Wolverine Worldwide subsidiary Gemini Operations will work with China’s Xtep Holdings Ltd. in a joint venture to distribute Merrell and Saucony brands in China, Hong Kong and Macau. VF Corp. hires Luis Benitez, who has headed Colorado’s outdoor recreation industry office for the past four years, as VP of government affairs and global impact. Under Armour welcomes pro skier Lindsey Vonn to its ‘Team Project Rock’ team and sees its second-largest institutional investor, Scotland’s Baillie Gillie, exit its 9.4-percent stake. Puma is slapped with a trademark infringement suit by California-based In-N-Out Burger for its Cali-0 Drive-Thru CC edition that was released in February.  

RETAIL: 58

41.54%

BRANDS: 193

93.36%

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price  2/28/19 • 3/7/19

Big 5 Sporting Goods
(BGFV)

6.70%

$3.89 • $3.76

Sports Direct
LON: SPD

3.93%

$357.87 • $343.84

Camping World
CWH

0.23%

$12.90 • $12.87

Dick's Sporting Goods
DKS

3.20%

$39.06 • $37.81

JD Fashion
jD

1.70%

$617.71 • $628.19

Foot Locker
FL

4.37%

$59.52 • $62.12

Genesco
GCO

5.74%

$48.27 • $45.50

Hibbett Sports
HIBB

0.54%

$18.54 • $18.64

Kohl’s
KSS

2.13%

$67.53 • $68.97

Macy’s
M

6.01%

$24.79 • $23.30

Sportsman’s Warehouse
SPWH

10.02%

$6.29 • $5.66

Shoe Carnival
SCVL

8.15%

$38.14 • $35.03

Tilly’s
TLYS

0.41%

$12.13 • $12.08

Walmart
WMT

1.56%

$98.99 • $97.45

Zumiez
ZUMZ

2.47%

$24.70 • $25.31

TOTAL
WEEK OVER WEEK

0.69%

$1,430.47 - $1,430.53

Brand Name
(Ticker Symbol)

% Change over week
Price  2/28/19 • 3/7/19

Acushnet Holdings
GOLF

4.13%

$24.91 • $23.88

adidas
addyy

0.61%

$121.40 • $120.66

Amer Sports
AGPDY

1.17%

$45.41 • $44.88

Callaway
ELY

2.56%

$17.21 • $16.77

Columbia Sportwear
COLM

1.59%

$102.95 • $101.31

Deckers Brands
DECK

4.05%

$147.95 • $141.96

GoPro
GPRO

1.37%

$5.83 • $5.91

lululemon
LULU

1.81%

$150.42 • $147.70

Nautilus
NLS

7.96%

$6.53 • $6.01

Nike
NKE

0.55%

$85.73 • $85.26

Puma
PUMA

1.75%

$570.00 • $560.00

Skechers
SKX

2.68%

$33.63 • $32.73

Under Armour
UA

3.59%

$20.08 • $19.36

VF Corp.
VFC

2.70%

$87.36 • $85.00

Wolverine Worldwide
WWW

0.76%

$35.76 • $35.49

TOTAL
WEEK OVER WEEK

1.94%

$1,455.17 - $1,426.92

Sports Insight Extra Podcast Series