Retail: 59
0.78%
Retail: 180
4.70%
Monday, June 24, 2019
Volume 3, Issue No. 26

Basketball
NBA Draftees With Global Allure Draw Attention

Style tie-ins and potential as a global brand ambassador were the two dominant themes that emerged from the NBA Draft last week. First selection Zion Williamson, the Duke freshman who suffered a shoe breakdown during a college game last season, went to the New Orleans Pelicans as expected, but to date he has not yet signed an athletic shoe endorsement deal. (Read More)

Trade Show
Outdoor Retailer Show Recap

Store owners, big name brands, product people, a cadre of designers and a roster of non-profits along with starry-eyed start ups descended on Denver last week for the Outdoor Retailer Summer Market trade show where new offerings of gear and goods for the Spring/Summer ’20 season were on display. (Read More)

New Footwear, Apparel Tariffs Would Cost Americans $6.9 Billion Annually

A National Retail Federation-commissioned report issued last week by the Trade Partnership Worldwide found that new footwear and apparel tariffs would cost Americans $6.9 billion annually. (Read More)

Podcast
Rodney McLeod, Philadelphia Eagles’ safety

The NFL veteran says the menswear brands featured in his new “Back of the House” retail store and pop-up shops will allow customers to create their own aesthetic and sense of style.

Footwear Insight
New Balance Investing in Sixth U.S. Factory; Shaq Returns to Reebok?

R&D, advanced manufacturing techniques and 3-D printing will be the primary focus of New Balance’s sixth New England factory when the 80,000-sq.-ft. building in Methuen, MA opens next year with 60 new NB employees, according to the Boston Globe. (Read More)

Retail
REI Enters Publishing; Best Buy Enters Connected Fitness

The national, outdoor co-operative is abandoning its full-price mail order catalog to launch its own print magazine, Uncommon Path, this fall on select U.S. newsstands and all 155 of its stores. (Read More)

NSGA Elects First Female Board Chair

Cathy Pryor, a board member at the trade group since 2012 and more than 30-year employee at Hibbett Sports, began a three-year term as Chair of the Board for the National Sporting Goods Association on June 1. (Read More)

What’s Hot, What’s New?

Hydro Flask introduces a new insulated lunch box; Pull Start Fire is a new starter product that does not require matches and will burn 30 minutes; ElevenPine, a Boulder, CO athletic apparel company, introduces its Session shorts for men and Circuit shorts for women.  (Read More)

The Buzz: Vivobarefoot; Carhartt; Golf Datatech

Carhartt receives a patent for its Full Swing technology that incorporates a concealed stretch back layer to improve mobility in workwear. (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 is essentially flat for the period despite 10 stocks rising and only 5 declining. The Dow rose 2.75 percent for the week. Hibbett Sports, which saw its SVP of Store Operations Cathy Pryor become a trade group’s first woman board chair, is in non-compliance with NASDAQ for failing to file its quarterly report for the period ended May 4 in a timely manner. Zumiez, seemingly riding the after-effect of its surprise Q1 profit, is launching “Virginity Rocks” products from YouTube prankster and skateboard Danny Duncan in 600 stores. Foot Locker may be eyeing an acquisition in Europe, according to Wedbush, citing Sneakernstuff, Foot District and Solebox as potential targets. But the investment house says there is no information to suggest an imminent deal. Walmart, according to Business Insider, is tracking checkout theft and shrinkage with Artificial Intelligence (AI)-laden cameras in 1,000 doors. A program and cameras help the retailer identify and correct checkout scanning errors. Kohl’s initiated a buyout program for salaried employees on June 12. According to the Milwaukee Journal Sentinel, the retailer is referring to the strategy as “a voluntary role reduction opportunity. KSS employs approximately 140,000 nationwide.
Brands
Segment increase of more than 2.6 percent nearly matches the Dow’s gain for the period as 10 stocks rise and five decline. Adidas’ long battle to protect trademark rights to its Three Stripes-design suffered a loss last week when the European Union General Court ruled against trademark protection for the mark. Elsewhere, a New York Times article on diversity issues at Adidas, disclosed that Kanye West makes a 5-percent royalty on all Yeezy sales, or about $65 million annually. Meanwhile, Adi is releasing the PureBoost HD ($140) on June 20, promising improved stability from its newest BOOST product and a QR code on the tongue that links to customized Spotify playlists based on the wearer’s location. Nike, slated to report year-end results on June 27, sees Morgan Stanley raise its shares to “buy” with a $103 target price. Columbia Sportswear CEO Tim Boyle and his wife, Mary, donate $10 million to the University of Oregon for a new biomedical data science center. Under Armour hires former Red Bull marketing executive Sean Eggert, as its new SVP of global sports marketing to replace Ryan Kuehl, who left the Baltimore company in December. Wolverine lands a price target cut from Wedbush, which maintains an “outperform” on the stock, citing weak demand for Sperry boat shoes.

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 06/13/19 • 06/20/19

Big 5 Sporting Goods
(BGFV)

3.29%

$2.13 • $2.20

Sports Direct
LON: SPD

0.12%

$362.56 • $362.99

Camping World
CWH

0.08%

$12.24 • $12.25

Dick's Sporting Goods
DKS

1.77%

$33.38 • $33.97

JD Fashion
jD

0.18%

$752.50 • $751.14

Foot Locker
FL

2.97%

$43.05 • $41.77

Genesco
GCO

3.63%

$45.20 • $43.56

Hibbett Sports
HIBB

10.34%

$21.56 • $19.33

Kohl’s
KSS

3.76%

$48.73 • $46.90

Macy’s
M

0.69%

$21.76 • $21.91

Sportsman’s Warehouse
SPWH

3.02%

$3.64 • $3.75

Shoe Carnival
SCVL

3.20%

$26.58 • $27.43

Tilly’s
TLYS

3.57%

$7.85 • $8.13

Walmart
WMT

1.56%

$108.64 • $110.33

Zumiez
ZUMZ

10.37%

$23.15 • $25.55

TOTAL
WEEK OVER WEEK

0.12%

$1,512.97 - $1,511.21

Brand Name
(Ticker Symbol)

% Change over week
Price 06/13/19 • 06/20/19

Acushnet Holdings
GOLF

2.44%

$26.21 • $26.85

adidas
addyy

4.11%

$146.29 • $152.30

Callaway
ELY

0.50%

$18.18 • $18.27

Columbia Sportwear
COLM

3.28%

$97.14 • $100.33

Deckers Brands
DECK

1.28%

$176.17 • $173.92

GoPro
GPRO

0.51%

$5.88 • $5.85

lululemon
LULU

6.86%

$174.52 • $186.50

Nautilus
NLS

7.44%

$2.42 • $2.24

Nike
NKE

1.94%

$83.62 • $85.24

Puma
PUMA

2.52%

$62.69 • $63.86

Skechers
SKX

5.16%

$30.03 • $31.58

Under Armour
UA

0.04%

$23.49 • $23.48

VF Corp.
VFC

2.05%

$86.83 • $88.61

Wolverine Worldwide
WWW

3.41%

$27.83 • $26.88

Yeti
‍‍YETI

3.67%

$27.24 • $28.24

TOTAL
WEEK OVER WEEK

2.63%

$988.14 - $1,014.15

RETAIL: 62

37.81%

BRANDS: 182

81.83%

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

Sports Insight Extra Podcast Series