Retail: 67
0.31%
Retail: 201
1.78%
Monday, April 8, 2019
Volume 3, Issue No. 14

Strong Position on Esports Splits PHIT America, SFIA

If Phit America, headed by former Wilson senior executive Jim Baugh, intends to raise more capital to fund U.S. school projects targeting physical fitness and get the longstanding PHIT Act finally passed in Washington, it will have to do so without the support or endorsement of the Sports & Fitness Industry Association. (Read More)

Footwear Executive Summit
Trade Analysis: Former U.S. Trade Representative Weighs In

With the Trump Administration last week threatening new, 25-percent tariffs on car imports from Mexico and simultaneously trying to finalize a trade deal with China, former U.S. Trade Representative Michael Froman offered his broad analysis of current key issues to attendees at the Footwear Executive Summit in Washington, D.C. last week. (Read More)

Footwear Insight
Adidas Strikes a Deal with Beyoncé

The Three Stripes reportedly beat out a number of athletic brands to sign international music star Beyoncé to a multi-layered partnership that will include the development of a new signature footwear and apparel collection... (Read More)

What’s Hot, What’s New?

Brooks Running and OOFOS are among the brands rolling out special edition footwear in time for the April 15th running of the Boston Marathon. (Read More)

The Buzz

Authentic Brands Group acquires the IP assets of Volcom, a U.S. skate and lifestyle brand, from Kering. CEO Todd Hymel and Volcom’s existing senior management team will continue to lead the company that operates 100 stores worldwide and generates 45 percent of revenues internationally. (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
Segment up nearly 1.5 percent for the period with 12 stocks up and five down. But Dow outperformed the segment for the period, rising more than 557 points, or 2.15 percent. Sports Direct CEO Mike Ashley may not get the reins of struggling Debenhams after all. The U.K. department store is reportedly close to filing the equivalent of Chap. 11 to restructure its $938 million of debt. In that case, lenders would assume control of the retailer…Foot Locker purchased 66 percent of its merchandise from Nike in FY18. FL’s annual net advertising expenses declined 1.1 percent to $182 million, including $25 million in co-op advertising reimbursements and $96 million in digital advertising costs...Macy’s CEO Jeff Gennette received an 18 percent raise in 2018 to $12.7 million as the retailer hit eight of nine performance goals established by its board...Kohl’s generated 10 percent of its FY18 business from footwear, up from 9 percent in both 2016 and 2017. KSS generated 61 percent of annual revenues from national brands as proprietary brands accounted for 39 percent, down from 46 percent in FY16…Dick’s Sporting Goods will pay $2.9 million to settle a California class-action suit brought by more than 10,000 staffers in the Golden State, who will each receive a payment of approximately $155...Hibbett Sports’ CFO Scott J. Bowman has resigned, effective April 26, after more than six years with the chain…Tilly’s sells over 200 brands, including lifestyle, emerging third-party and proprietary brands that each generate at least $100,000 in annual net sales.  
Brands
With the start of Q2 and Amer Sports’ imminent move to being a private company under new ownership, the segment has a new look this week with the addition of Yeti. The Index total was adjusted by removing Amer Sports and adding to closing day price for Yeti during its first day as a public company. The Index total is based on closing prices on Dec. 31, 2014 with the exception of Acushnet Holdings, the Titleist and Foot Joy parent that went public last April. Segment gains nearly 1.3 percent for the week to approach the ‘200’ mark, paced by more than 5 percent increases for Adidas and Skechers. Meanwhile, Nike inks an endorsement deal with the world’s top women’s tennis player, Naomi Osaka, and is reportedly close to re-upping with Syracuse University on an all-school team contract. Patagonia (not listed here), according to Buzzfeed will no longer sell its garments to financial institutions and certain other types of firms through its co-branded division. Under Armour has endorsement deals with college basketball teams Auburn and Texas Tech. Both teams made their first Final Four appearances on Saturday. Columbia Sportswear CEO Tim Boyle speaks at the Footwear Executive Summit where he accepts a company award for ‘Advocate of the Year.’ On the topic of planning for uncertainty, he tells attendees that “Your best defense in the U.S. is a big balance sheet…Be prepared to manage around chaos. So far, we’ve been able to do that.”

RETAIL: 61

38.53%

BRANDS: 199

98.94%

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)

3.06%

$3.27 • $3.17

Sports Direct
LON: SPD

0.92%

$373.64 • $377.08

Camping World
CWH

3.52%

$14.21 • $14.71

Dick's Sporting Goods
DKS

8.99%

$36.38 • $39.65

JD Fashion
jD

0.52%

$649.57 • $652.95

Foot Locker
FL

6.74%

$60.38 • $64.45

Genesco
GCO

0.68%

$45.40 • $45.71

Hibbett Sports
HIBB

4.63%

$22.48• $23.52

Kohl’s
KSS

6.37%

$69.06 • $73.46

Macy’s
M

7.44%

$24.19 • $25.99

Sportsman’s Warehouse
SPWH

5.50%

$4.91 • $5.18

Shoe Carnival
SCVL

8.98%

$35.87 • $32.65

Tilly’s
TLYS

1.85%

$11.37 • $11.16

Walmart
WMT

1.01%

$97.13 • $98.11

Zumiez
ZUMZ

7.45%

$24.17 • $25.97

TOTAL
WEEK OVER WEEK

1.48%

$1,472.03 - $1,493.76

Brand Name
(Ticker Symbol)

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

Acushnet Holdings
GOLF

3.03%

$23.41 • $22.70

adidas
addyy

5.32%

$120.78 • $127.20

Callaway
ELY

1.70%

$15.91 • $16.18

Columbia Sportwear
COLM

0.31%

$104.80 • $105.13

Deckers Brands
DECK

1.26%

$146.98 • $145.13

GoPro
GPRO

0.76%

$6.62 • $6.67

lululemon
LULU

2.29%

$167.54 • $171.37

Nautilus
NLS

2.82%

$5.67 • $5.83

Nike
NKE

1.48%

$84.04 • $85.28

Puma
PUMA

1.02%

$589.00 • $595.00

Skechers
SKX

5.27%

$33.20 • $34.95

Under Armour
UA

4.33%

$18.95 • $19.77

VF Corp.
VFC

2.74%

$87.16 • $89.55

Wolverine Worldwide
WWW

1.70%

$35.81 • $36.42

Y
‍‍YETI

7.21%

$31.89 • $29.59

TOTAL
WEEK OVER WEEK

1.29%

$1,471.60 - $1,490.77

Sports Insight Extra Podcast Series