Retail: 62
1.58%
Retail: 184
0.09%

Breaking News
Modell’s Will Go Forward

Some six weeks after hiring restructuring advisor Berkeley Research Group (BRG), Modell’s Sporting Goods, the New York retail institution, is in the midst of plotting its future without BRG and apparently without the need for a bankruptcy filing. (Read More)

Financial News
Columbia, Puma Post Strong Q1 Results

Columbia Sportswear, forecasting 6.5-8.5 percent sales growth in 2019, is anticipating its fastest U.S. growth in the footwear segment and is preparing a marketing blitz in the cities of Denver and New York between Q3 and Q4 to spark sales and brand awareness. (Read More)

Quotable

“In the second half of 2019, we’re planning to execute key city attack plans in New York City and Denver. We see tremendous opportunity will increase our sales and brand awareness in the Northeast, and New York City provides a global stage to highlight our brand. Denver is an ideal location to further amplify our brand presence in an important outdoor minded market.”
– Tim Boyle, President and CEO of Columbia Sportswear

Podcast with Thorlo EVP James Jesserer

Jesserer talks sock and what the Statesville, NC company is doing to keep its edge in performance and continue making products in the USA.

Spin-Offs
Brunswick, VF Corp. Will Bid Adieu to Fitness, Jeans

Two 19th-century founded companies in Brunswick Corp. and VF Corp. are in the final stages of spinning off  or divesting parts of their overall businesses. (Read More)

NPD
Decline in Q1 Footwear Sales Hurt By Three Factors

Total U.S. fashion footwear sales slipped 12 percent, total leisure footwear sales dipped 1 percent, and performance footwear sales declined 9 percent in Q1 as the topline of all segments were negatively impacted by three key issues, according to research firm NPD Group. (Read More)

Executive Moves
Saucony Hires New Product Czar; Bass Pro Taps Walmart Exec as CMO

Wolverine Worldwide-owned Saucony has named Shawn M. Hoy, a Nike veteran, as VP of global product, reporting to Anne Cavassa, president of Saucony. (Read More)

Footwear Insight
Retail Paces Gains at Rocky Brands

The Georgia Boot, Durango and Lehigh brand parent generated 18 percent retail segment growth in Q1 to $15.4 million, bolstered by its CustomFit safety shoe business model. (Read More)

What's Hot? What's New?

Wilson Sporting Goods, under a new partnership with Autism Speaks, is creating a limited-editon “Love the Moment” collection of Wilson and Louisville Slugger baseball products to raise awareness of autism and support the organization. (Read More)

Obituary
Sportmart Co-Founder, Former NSGA Chairman

Sanford “Sandy” Cantor, the co-founder of Niles, IL-based Sportmart, one of the first sporting goods superstore chains, who served as Chairman of the National Sporting Goods Association board from 1989-90, died on April 20. He was 85. (Read More)

The Buzz

ACT Lab, the independent ISO 17025-accredited, CPSC-approved laboratory strikes an exclusive partnership with Consumer Testing Technology (CTT) of China. (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’s flat performance for the period, with eight stocks up and seven down, is better than a 0.5 decline by the Dow. But retailers’ ecommerce ops are likely feeling some added pressure today after Amazon (not in Index) announced it would spend $800 million in Q2 to change delivery turnaround on orders from its Prime members to one day instead of two. Also, Kohl’s will begin accepting returns of products sold directly by Amazon (not third-party marketplace sellers) at all stores starting in July. Walmart, experimenting with digitizing its stores, opens a 50,000-sq.-ft. Intelligent Retail Lab with artificial intelligence and added cameras on Long Island, NY on April 25. Tilly’s launched an augmented reality (AR) mobile game at its 229 doors on April 20, a month after announcing a partnership with the High School Esports League.  
Brands
Segment suffers a rare weekly decline, falling nearly 1.2 percent with eight stocks down and seven up. The last day of the period pushed some companies into the red for the period. Lululemon, which reveals a bigger push into footwear during an investor conference, is upgraded by Credit Suisse and Oppenheimer. Puma says 19 percent more inventory on its books at Q1 end was largely related to buying more production capacity for its apparel products to avoid shortages in Q2 and Q3. Adidas, downgraded to “neutral” from “outperform” by Credit Suisse, is introducing the recyclable Futurecraft.LOOP with an upper made of a yarn produced from recycled and reclaimed ocean plastic waste. According to Vegannews.com, the Futurecraft.LOOP, once damaged or worn out, may be returned to Adidas where they will be washed, ground to pellets and melted into material for a new pair of shoes. Columbia expects its Mountain Hardwear brand to return to growth “in a pretty meaningful way” during the remainder of FY19 and confirms its PFG sublabel for fishing consumers is currently a $200 million business annually that can grow via product line extensions, including movement into casual lifestyle garments.  

RETAIL: 67

32.64%

BRANDS: 201

101.40%

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

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 04/11/19 • 04/18/19

Big 5 Sporting Goods
(BGFV)

3.79%

$3.00 • $2.64

Sports Direct
LON: SPD

0.19%

$391.71 • $392.45

Camping World
CWH

6.96%

$14.51 • $13.50

Dick's Sporting Goods
DKS

1.54%

$38.84 • $38.24

JD Fashion
jD

0.46%

$780.03 • $783.61

Foot Locker
FL

2.30%

$61.83 • $60.41

Genesco
GCO

0.05%

$44.39 • $44.37

Hibbett Sports
HIBB

0.05%

$20.51• $20.52

Kohl’s
KSS

1.79%

$70.36 • $71.62

Macy’s
M

3.79%

$25.08 • $24.13

Sportsman’s Warehouse
SPWH

3.68%

$4.89 • $4.71

Shoe Carnival
SCVL

5.73%

$35.77 • $37.82

Tilly’s
TLYS

4.49%

$11.37 • $11.88

Walmart
WMT

0.34%

$103.17 • $103.52

Zumiez
ZUMZ

3.05%

$26.58 • $27.39

TOTAL
WEEK OVER WEEK

0.31%

$1,631.68 - $1,636.71

Brand Name
(Ticker Symbol)

% Change over week
Price 04/11/19 • 04/18/19

Acushnet Holdings
GOLF

1.51%

$25.22 • $24.84

adidas
addyy

2.03%

$130.29 • $127.64

Callaway
ELY

0.77%

$16.99 • $17.12

Columbia Sportwear
COLM

1.23%

$103.18 • $104.25

Deckers Brands
DECK

0.78%

$153.41 • $154.60

GoPro
GPRO

5.17%

$6.38 • $6.05

lululemon
LULU

2.30%

$173.31 • $177.29

Nautilus
NLS

0.37%

$5.43 • $5.45

Nike
NKE

1.84%

$89.20 • $87.56

Puma
PUMA

2.90%

$607.60 • $590.00

Skechers
SKX

3.13%

$31.59 • $30.60

Under Armour
UA

1.88%

$19.73 • $20.10

VF Corp.
VFC

1.62%

$95.56 • $94.01

Wolverine Worldwide
WWW

0.96%

$36.51 • $36.16

Yeti
‍‍YETI

2.52%

$32.53 • $33.35

TOTAL
WEEK OVER WEEK

1.16%

$1,526.93 - $1,509.22

Sports Insight Extra Podcast Series