Retail: 67
0.31%
Retail: 201
1.78%
Monday, April 15, 2019
Volume 3, Issue No. 15

Piper Jaffray Research
GenZ Loves Vans, Video Games and Amazon More than Ever

U.S. teenagers accounted for more than $75 billion in spending power at the end of 2018 and understanding their buying habits is crucial to predicting their future spending trends. (Read More)

Outdoor Insight
REI Hits Record Sales; Keeps Focus on Re-Use, Sustainability

REI reported record sales in 2018 of $2.78 billion, a 6.1 percent increase year-over-year. The 154-door co-operative also grew its membership base to more than 18 million, and will aim to get more people outside this year as it expands into rentals and increases its used gear offerings. (Read More)

Podcast with SFIA President Tom Cove

Sports & Fitness Industry Association CEO Tom Cove weighs in on current climate in Washington, D.C., the status of the PHIT Act and the debate over e-sports.

Executive News
FILA North America Names President; Posts Solid FY18 Results

Less than two months after the sudden passing of Jon Epstein, FILA has a new president. Parent FILA Korea has promoted Jennifer Estabrook, a company veteran and the region’s acting president since Feb. 15, to president of FILA North America. (Read More)

Rain Fails to Dampen Spirits in Boston

More than 30,000 participants and their families descended on Beantown over the weekend for pre-race activities, including the annual Expo, ahead of the 123rd running of the Boston Marathon this morning. The winning male and female elite runners were clad in Nike and Adidas, respectively. (Read More)

Tiger Breathes New Life into “DreamCrazy”

Nike’s “Dream Crazy” marketing campaign, which highlights athletes and their perseverance, took a new turn yesterday with Tiger Woods’ first victory at The Masters since 2005 and 15th major victory overall. (Read More)

Running
ASICS Inks LA Marathon Sponsorship Deal

ASICS will replace Skechers as the official footwear and apparel sponsor and presenting sponsor of the Los Angeles Marathon starting on March 8, 2020, the event’s 35th Anniversary race. (Read More)

Pro Sports
Adidas Partners with Premier Lacrosse League as MLL Restructures

Four percent growth in “core” lacrosse players over the last three years, according to Sports & Fitness Industry Association research, may have played a role in the emergence of two pro lacrosse leagues in the U.S. But only time will tell if both leagues can not only survive, but also thrive. (Read More)

The Buzz

Canada Goose will open six stores later this year, including in Paris and Milan and the Mall of America in Minneapolis. The company currently operates 11 stores across three continents. (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 rises nearly 1.5 percent, better than the Dow’s 1.08 percent decline for the period, as seven stocks rise and eight declined. Sports Direct initiates a new share buyback program of up to 5 million shares. Kohl’s CEO Michelle Gass tells CNBC that retailer’s partnerships are crucial for the business and that active/wellness now equals 20 percent of its top line. Chain intends to expand activewear and wellness products by more than 25 percent in 160 locations this year. Shoe Carnival was honored at recent FDRA event for being a top ecommerce performer. Camping World is being investigate by New York attorneys Scott & Scott for allegedly making false and misleading statements last year. Macy’s intends to open 36 in-store concept shoes, 1,500-sq. ft. in size, called Story with various themes aimed at increasing foot traffic. First theme, Color, will be open through June 26. Walmart is adding thousands of robots, 3,000 in to clean floors, scan shelves and automate its pick-up towers for online orders at its 4,600 U.S. locations.  
Brands
Segment is essentially flat for the period but hits the ‘200’ mark due to rounding. Six stocks rise, nine decline. Acushnet Holdings, parent of Titleist and FootJoy, and Callaway are among the gainers, each getting a pre-Masters’ bounce. Columbia’s Tim Boyle told FDRA’s Footwear Executive Summit audience that the company had $500,000 in sales in 1971 and the best offer COLM received back then to purchase the company was $1,400. Under Armour gets an upgrade from Citigroup, a day after B. Riley re-iterated its “sell” rating on the stock. Meanwhile, brand ranked sixth out of eight in running footwear survey. VFC sees major gain from Vans in Piper Jaffray’s latest survey of teens (See story). Nike, according to ESPN, is in advanced talks with Liverpool FC over a long-term kit deal projected to exceed Manchester United’s 750 million-pound deal with Adidas. Liverpool’s contract with New Balance (not in Index), worth a reported 45 million pounds annually, expires at the end of the 2019-20 season. Meanwhile,Tiger Woods’ win at The Masters, his 15th major and first victory at Augusta since 2005, was hailed in all circles from celebrities to present and former politicians. At the Nike website, the Dri-Fit TW Vapor red mock-neck golf shirt ($85) that Woods donned for the final round yesterday was unavailable but said to be ‘coming soon.’

RETAIL: 61

37.61%

BRANDS: 201

100.20%

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

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 04/04/19 • 04/11/19

Big 5 Sporting Goods
(BGFV)

5.36%

$3.17 • $3.00

Sports Direct
LON: SPD

3.17%

$377.08 • $389.04

Camping World
CWH

1.70%

$14.71 • $14.96

Dick's Sporting Goods
DKS

2.62%

$39.65 • $40.69

JD Fashion
jD

2.61%

$652.95 • $669.99

Foot Locker
FL

5.74%

$64.45 • $60.75

Genesco
GCO

4.66%

$45.71 • $43.58

Hibbett Sports
HIBB

6.72%

$23.52• $21.94

Kohl’s
KSS

4.51%

$73.46 • $70.15

Macy’s
M

6.43%

$25.99 • $24.32

Sportsman’s Warehouse
SPWH

3.09%

$5.18 • $5.02

Shoe Carnival
SCVL

5.30%

$32.65 • $34.38

Tilly’s
TLYS

1.43%

$11.16 • $11.00

Walmart
WMT

2.74%

$98.11 • $100.80

Zumiez
ZUMZ

1.62%

$25.97 • $26.39

TOTAL
WEEK OVER WEEK

1.49%

$1,493.76 - $1,516.01

Brand Name
(Ticker Symbol)

% Change over week
Price 04/04/19 • 04/11/19

Acushnet Holdings
GOLF

3.39%

$22.70 • $23.47

adidas
addyy

0.36%

$127.20 • $126.74

Callaway
ELY

1.98%

$16.18 • $16.50

Columbia Sportwear
COLM

2.41%

$105.13 • $102.60

Deckers Brands
DECK

3.32%

$145.13 • $149.95

GoPro
GPRO

1.50%

$6.67 • $6.77

lululemon
LULU

1.97%

$171.37 • $168.00

Nautilus
NLS

3.95%

$5.83 • $5.60

Nike
NKE

1.48%

$85.28 • $85.01

Puma
PUMA

1.68%

$595.00 • $605.00

Skechers
SKX

1.69%

$34.95 • $34.36

Under Armour
UA

2.18%

$19.77 • $19.34

VF Corp.
VFC

0.30%

$89.55 • $89.28

Wolverine Worldwide
WWW

2.11%

$36.42 • $35.65

Yeti
‍‍YETI

7.94%

$29.59 • $31.94

TOTAL
WEEK OVER WEEK

0.63%

$1,490.77 - $1,500.21

Sports Insight Extra Podcast Series