Retail: 67
0.31%
Retail: 201
1.78%
Monday, April 1, 2019
Volume 3, Issue No. 13

Inside Retail
Foot Locker Ready to ‘Power Up’

Acknowledging its customers “are moving faster than ever before,” Foot Locker conducted its first Investors’ Day in four years last week with key insights on its investments, strong relationships with key vendor partners and five-year financial objectives. (Read More)

Lululemon Just Does It Again

Vancouver-based Lululemon is moving in a number of directions aimed at keeping its momentum going in 2019 and beyond with men’s, running, international and Direct-to-Consumer four key drivers. (Read More)

Quotable

“Anytime a competitor goes away, we have to look at it from a human standpoint for the employees. But from a business standpoint, I think it’s positive for us and others inside the family channel.”
— Cliff Sifford, Pres. and CEO, Shoe Carnival.

Footwear Insight
Shoe Carnival Getting Closer to Customers, Gaining from Rivals

The large U.S. family footwear chain Shoe Carnival, which operates 397 stores across 35 states, is working hard to better understand the shopping needs and habits of its customers. (Read More)

Snowsports
Above Average Snow Bolsters Market

The 2018-19 snowsports season is shaping up as the strongest in three years with total retail revenues for the six months ended Jan. 31, including all internet, snow specialty and snow chain sales, up 6 percent to $4.9 billion, according to NPD Group research. (Read More)

Jack Wolfskin Added Nearly $400 Million to Callaway’s Topline

JW Stargazer Holding GmbH, the parent company of Jack Wolfskin, generated more than $395.8 million in 2018 revenues, EBIT of $17.0 million and a profit of slightly more than $6.8 million, according to a recent public filing by Callaway Golf Co. ELY acquired the German company for cash consideration of $521.2 million. (Read More)
Marathoner and CEP senior executive Luke Rowe talks compression socks.

Inside Retail
Sportsman’s Warehouse Ramps up Ecommerce, Slows Store Growth

The 92-door outdoor specialty chain wants to increase its ecommerce business to 10 percent of overall revenues by the end of 2021. To that end, SPWH invested $3 million in its new ecommerce platform in FY18 and will spend another $1 million against the initiative in 2019. (Read More)

What’s Hot, What’s New?

Russell Athletic introduces its Spring ’19 collection celebrating its heritage featuring 170- and 320-gram T-shirts and fleece in a wide range of spring colors. (Read More)

The Buzz

Fashion Institute of Technology’s FIT/Infor DTech Lab is partnering with Unique.Fashion and OnPoint Manufacturing to help it launch its own branded lines of apparel and accessories. (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.
Retail
With all entrants except Macy’s showing improvement, nine by double-digits, the segment realized more than a 26 percent increase in the first quarter. The biggest gainers on a percentage basis were U.K.’s J.D. Fashion and Hibbett Sports. As for the past week, fueled by Hibbett and Shoe Carnival, which is forecasting FY19 sales of $1.35-1.43 billion and a low-single digit increase in comp store sales, the retail segment rose more than two percent for the week to outpace the Dow’s 0.49 decline for the period. Ten stocks rose and five declined. Dick’s, according to Bloomberg, lost a reported $150 million in FY18 sales due to gun policy change. Also, Dick’s annual advertising costs, net of co-op, declined 2.4 percent in 2018 to $322.2 million, according to its 10K.
Brands
With the exception of Bowflex parent Nautilus, all brand entrants gained in the first quarter. Eleven stocks were up double digits for the trading period between Jan. 2 and Mar. 28, led by GoPro, Skechers and Lululemon on a percentage basis. As for the quarter’s final week, LULU helped push the segment up more than 2.7 percent with its 12.5 percent increase. Lululemon shares jumped 15 percent after reporting Q4 results. Credit Suisse raised its target price on the stock to $190. No official word yet if Nike or Adidas will snag Zion Williamson for a basketball endorsement contract later this year, but the Duke power forward won’t be appearing in the NCAA’s Final Four next weekend after his Blue Devils were edged by Michigan State yesterday.will snag Zion Williamson for a basketball endorsement contract later thisyear, but the Duke power forward won’t be appearing in the NCAA’s Final Fournext weekend after his Blue Devils were edged by Michigan State yesterday.

RETAIL: 59

40.62%

BRANDS: 196

95.85%

Index base of 100 is key to the closing prices of 12/31/14

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 03/21/19 • 03/28/19

Big 5 Sporting Goods
(BGFV)

5.49%

$3.46 • $3.27

Sports Direct
LON: SPD

0.76%

$376.51 • $373.64

Camping World
CWH

1.36%

$14.02 • $14.21

Dick's Sporting Goods
DKS

3.18%

$35.26 • $36.38

JD Fashion
jD

3.04%

$630.43 • $649.57

Foot Locker
FL

1.02%

$59.77 • $60.38

Genesco
GCO

7.97%

$42.05 • $45.40

Hibbett Sports
HIBB

24.61%

$18.04 • $22.48

Kohl’s
KSS

0.95%

$68.41 • $69.06

Macy’s
M

0.67%

$24.03 • $24.19

Sportsman’s Warehouse
SPWH

6.48%

$5.25 • $4.91

Shoe Carnival
SCVL

12.87%

$31.78 • $35.87

Tilly’s
TLYS

2.24%

$11.63 • $11.37

Walmart
WMT

1.94%

$99.05 • $97.13

Zumiez
ZUMZ

4.36%

$23.16 • $24.17

TOTAL
WEEK OVER WEEK

2.02%

$1,442.85 - $1,472.03

Brand Name
(Ticker Symbol)

% Change over week
Price 03/21/19 • 03/28/19

Acushnet Holdings
GOLF

0.13%

$23.44 • $23.41

adidas
addyy

1.77%

$118.68 • $120.78

Amer Sports
AGPDY

1.14%

$45.45 • $44.93

Callaway
ELY

4.50%

$16.66 • $15.9

Columbia Sportwear
COLM

0.18%

$104.99 • $104.80

Deckers Brands
DECK

0.53%

$146.21 • $146.98

GoPro
GPRO

0.15%

$6.53 • $6.52

lululemon
LULU

12.51%

$148.91 • $167.54

Nautilus
NLS

1.90%

$5.78 • $5.67

Nike
NKE

4.54%

$88.04 • $84.04

Puma
PUMA

3.86%

$589.00• $567.10

Skechers
SKX

2.22%

$32.48 • $33.20

Under Armour
UA

1.71%

$19.28 • $18.95

VF Corp.
VFC

1.54%

$85.84 • $87.16

Wolverine Worldwide
WWW

0.31%

$35.92 • $35.81

TOTAL
WEEK OVER WEEK

2.73%

$1,445.31 - $1,484.70

Q1 Review

Retail Name
(Ticker Symbol)

% Change over week
Price 01/02/19 • 03/28/19

Big 5 Sporting Goods
(BGFV)

9.73%

$2.98 • $3.27

Sports Direct
LON: SPD

22.41%

$305.24 • $373.64

Camping World
CWH

12.07%

$12.68 • $14.21

Dick's Sporting Goods
DKS

15.38%

$31.53 • $36.38

JD Fashion
jD

47.49%

$440.43 • $649.57

Foot Locker
FL

15.14%

$52.44 • $60.38

Genesco
GCO

0.75%

$45.06 • $45.40

Hibbett Sports
HIBB

49.27%

$15.06 • $22.48

Kohl’s
KSS

2.86%

$67.14 • $69.06

Macy’s
M

20.11%

$30.28 • $24.19

Sportsman’s Warehouse
SPWH

10.34%

$4.45 • $4.91

Shoe Carnival
SCVL

2.14%

$35.12 • $35.87

Tilly’s
TLYS

11.69%

$10.18 • $11.37

Walmart
WMT

4.62%

$92.84 • $97.13

Zumiez
ZUMZ

23.19%

$19.62 • $24.17

TOTAL
WEEK OVER WEEK

26.35%

$1,165.05 - $1,472.03

Brand Name
(Ticker Symbol)

% Change over week
Price 01/02/19 • 03/28/19

Acushnet Holdings
GOLF

8.93%

$21.49 • $23.41

adidas
addyy

15.15%

$104.89 • $120.78

Amer Sports
AGPDY

2.09%

$44.01 • $44.93

Callaway
ELY

2.58%

$15.51 • $15.91

Columbia Sportwear
COLM

25.39%

$83.58 • $104.80

Deckers Brands
DECK

13.55%

$129.44 • $146.98

GoPro
GPRO

49.58%

$4.36 • $6.52

lululemon
LULU

35.82%

$123.35 • $167.54

Nautilus
NLS

49.33%

$11.19 • $5.67

Nike
NKE

13.77%

$73.87 • $84.04

Puma
PUMA

22.99%

$478.90 • $589.00

Skechers
SKX

43.17%

$23.19 • $33.20

Under Armour
UA

15.20%

$70.92 • $87.16

VF Corp.
VFC

22.90%

$70.92 • $87.16

Wolverine Worldwide
WWW

11.18%

$32.21 • $35.81

TOTAL
WEEK OVER WEEK

20.38%

$1,233.36 - $1,484.70

Sports Insight Extra Podcast Series