Retail: 74
-26.06%
Brands: 87
-12.87%
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Monday, May 22, 2017
Volume 1, Issue No. 19
The Co-founder and Managing Partner of Partners Growth, which brings premium brands into the U.S. market, talks Finnish children’s wear brand Reima. The label is making its U.S. debut later this year in Nordstrom, Paragon Sports and Backcountry.com among other specialty shops.

Sneaker Trends Are Poised for a Shift

The real story inside Foot Locker’s first quarter results was not the retail behemoth’s slow comparable store sales growth (+0.5%). Nor was it the lower U.S. store traffic, due to a slower-than-normal February prompted by the later issuance of tax refund checks to customers, or its lower profits—which prompted an abrupt 17 percent pullback on the stock Friday that some circles called misguided. The main story for Foot Locker was the “walking the tightrope” stance taken by CEO Dick Johnson, who avoided favoring Nike or Adidas when discussing the market going forward. “There is lot of great heat from both of these brands,” he said. Read more...

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Numbers In Play
Week of 5/11-5/18
The Sports Insight Index is our opinion of what we think are the 28 most important public companies in the industry, 14 vendors and 14 retailers. Space considerations prevent us from tracking more, but we will make changes over time.
Index base of 100 is key to the closing prices of 12/31/14
Retail
More bad news for the sector with 13 of 14 stocks falling for the week. The May 17 Dow Jones meltdown of more than 372 points, caused by ongoing turmoil in Washington, contributed to the declines. Foot Locker, whose shares lost more 7 percent for the period, fell further on May 19 after reported first quarter results that disappointed the Street. At mid-afternoon May 19, FL shares were down 16.4 percent or $11.53 to $58.91, a 22 percent decline since May 11. Dick’s Sporting Goods, meanwhile, is forecasting negative impact on results through third quarter from ongoing going-out-of-business sales at Gander Mountain stores. Hibbett Sports, seemingly the only retailer without an e-commerce business, is set to launch one in sometime in the third quarter. The small-town operator initiated a new customer loyalty program at the end of the first quarter. Walmart missed its first quarter revenue objective, but did announced a 63 percent spike in online sales. Sportsman’s Warehouse’s first quarter loss was impacted by costs related to its acquisition evaluation of bankrupt Gander Mountain.
Brands
Like Retail, red across-the-board with the exception of a single stock, Wolverine. Columbia Sportswear announced the departure of 20-year company veteran Bryan Timm, most recently president and COO. VF Corp., meanwhile, promoted Arne Arens to Global Brand President of The North Face from VP/GM of The North Face Americas. He previously spent eight years in marketing, sales and category management for Nike in Europe.  Lululemon, meanwhile, has snagged three-year REI veteran Julie Averill as EVP and Chief Technology Officer. Under Armour is now slated to commence its on-field Major League Baseball partnership in 2019, a year ahead of schedule, with UA apparel showing up in dugouts during the 2018 postseason. Fanatics, which will make and sell all MLB apparel for fans, is purchasing the Majestic Athletic factory in Easton, PA.

RETAIL: 74

26.06%

BRANDS: 87

12.87%

Retail Name (Ticker Symbol)
Close on 05/11/17
Close on 05/18/17
% change over time
Big 5 Sporting Goods (BGFV)
BGFV
$14.20
$13.25
-6.69%
Cabela's (CAB)
CAB
$55.83
$53.33
-4.48%
Dick's Sporting Goods (DKS)
DKA
$50.19
$41.39
-17.53%
Finish Line (FINL)
FINL
$15.28
$13.67
-10.54%
Foot Locker (FL)
FL
$75.83
$70.45
-7.09%
Genesco (GCO)
GCO
$52.30
$48.00
-8.22%
Hibbett Sports (HIBB)
HIBB
$24.85
$22.90
-7.85%
Kohl’s (KSS)
KSS
$37.14
$37.05
-0.24%
Macy’s (M)
M
$24.35
$22.76
-6.53%
Sportsman’s Warehouse (SPWH)
SPWH
$4.78
$4.73
-1.05%
Shoe Carnival (SCVL)
SCVL
$22.84
$20.51
-10.20%
Tilly’s (TLYS)
TLYS
$9.92
$8.61
-13.21%
Walmart (WMT)
WMT
$76.12
$77.54
+1.87%
Zumiez (ZUMZ)
ZUMZ
$16.65
$15.25
-8.41%
Brand Name (Ticker Symbol)
Close on 05/11/17
Close on 05/18/17
% change over time
adidas (ADDYY)
ADDYY
$97.51
$96.66
-0.87%
Amer Sports (AGPDY)
AGPDY
$22.51
$22.26
-1.11%
Callaway (ELY)
ELY
$13.11
$12.60
-3.98%
Columbia Sportwear (COLM)
COLM
$56.38
$52.02
-7.73%
Deckers Brands (DECK)
DECK
$60.37
$58.34
-3.36%
Fitbit (FIT)
FIT
$5.99
$5.41
-9.68%
GoPro (GPRO)
GPRO
$8.62
$8.23
-4.52%
lululemon (LULU)
LULU
$54.62
$49.23
-9.87%
Nautilus (NLS)
NLS
$18.92
$18.00
-4.86%
Nike (NKE)
NKE
$54.25
$51.68
-4.74%
Skechers (SKX)
SKX
$24.12
$22.99
-4.68%
Under Armour (UA)
UA
$19.44
$17.63
-9.31%
VF Corp. (VFC)
VFC
$54.91
$51.76
-5.74%
Wolverine Worldwide (WWW)
WWW
$25.10
$25.22
+0.48%

Sports Insight Extra Podcast Series

Michelle Carmichael

The Co-founder and Managing Partner of Partners Growth, which brings premium brands into the U.S. market, talks Finnish children’s wear brand Reima. 

Brian Beckstead

Six-year old Altra is teaming with Utah State University to develop outdoor design talent.

Declan Condron

Let's Go Hyperwear: Former Equinox personal trainer merges the innovative, functional fitness gear from Austin, TX company with programming for schools, camps and institutions.

Hugues Gontier

Sly and Simple. BlueFox.io and its technology enable a retailer to interact with customers in store and track traffic. No beacon required. The CMO explains the benefits of the platform.

Reza Raji

The CEO of Xenio Systems talks about the company’s new platform that tracks where shoppers spend time in physical stores and its patented hyper-positioning technology.

Jacob Torres Espino

The director of export promotion for Mexico’s Guanajuato State government agency addresses the proposed impact of the Border Adjustment Tax by the U.S. and the possibility of a renegotiated NAFTA free trade agreement.

Isabelle Ohnemus

The founder and CEO of EyeFitU, a former investment banker, talks ‘glocal’ assortments, shoppers’ personal sizing and global web payment options.

Tom Cove #2

The president and CEO of the SFIA addresses the most serious threat the industry has faced in the past half-century and the expected re-introduction of the PHIT Act by Congress.

Matteo Scarparo

The Italian global trade expert in footwear talks about the present and future of TheMicam trade show and the potential impact of a Border Adjustment Tax in the U.S. on imported shoes.

Dr. James Eakin

Dr. James Eakin, chief marketing officer and director of U.S. operations for Xenoma, discusses the Japan company’s e-skin shirt and entire wearable category.

Rusty Saunders

Industry senior statesman Rusty Saunders dishes on industry leadership, pressing issues and the inactivity pandemic.

Barbara Barclay

Expert Barbara Barclay, president of RightEye, talks eye-tracking technology and her company’s recent alliance with Major League Baseball and USA Baseball.

Julie Sylvester

Julie Sylvester, Executive Producer at Living in Digital Times, talks trends likely to emerge at Sports and FitnessTech Summit at CES in Las Vegas.

Chris Palmer

Chris Palmer, Founder and CEO of BoxFox, talks excess inventory and solutions for vendors, retailers and distributors.

Susie McCabe

Susie McCabe, SVP of global retail for Under Armour who previously spent 16 years at The Ralph Lauren Corp., dishes on UA’s retail strategy and new Brand House in Boston.

Tom Cove

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Rich Harper

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Stephen Lamar

On the eve of Election Day, we talk to three leading industry lobbyists on how the results may impact trade in the sporting goods, outdoor and apparel and footwear industries.

Bill McInnis

The president of Reebok Future discusses the intent of the unit and the brand’s plans to develop footwear in a new way.

Tom Fowler

Polar USA CEO Tom Fowler talks technology and the future of smart wearables.

Paul Schille

TREW CEO Paul Schille dishes on the eight-year old company in the process of completing its Series A round of funding and his dual career.

Jason Kaplan

Milestone Sports CEO Jason Kaplan dishes on the company’s low-cost, wearable pod and how it will help specialty retailers connect.

Duncan Finigan

OOFOS marketing executive talks about the recovery footwear brand and candidly about her courageous personal health journey.

Matt Priest

Footwear Distributors and Retailers of America President Matt Priest the likelihood of the Trans-Pacific Partnership being passed soon.

David and Josh Higgins

ING Source executives dish about compression technology and the Hickory, NC company’s breakthrough OS1st Brace Layer System.

Charles Liberge

Jones & Vining’s Charles Liberge addresses strategies and directions for the iconic brand.

Jim Baugh

PHIT America’s Jim Baugh dishes on the inactivity pandemic.

Sue Dooley and John Daher

Rockport Group senior executives talk about the brand’s fresh start under new ownership that has a major emphasis on versatility.

Josh Shaw

Mission Athletecare CEO Josh Shaw says thermoregulation is the New York company’s singular focus.

Tim Porth

Tim Porth of Octane Fitness talks trends, Zero Runner and the company’s January acquisition by Nautilus Inc.

David Costello

The principal and founder of Rising Tide Associates talks about industry advocate lobbying for the domestic textile and footwear industries.

Steven D’Angelo

The ‘47 brand executive dishes on the Boston company and long-time MLB licensee founded by his father Arthur and his late Uncle Henry.

Pam Gelsomini and CB Tuite

Pam Gelsomini, president, and CB Tuite, VP–sales, discuss the company’s products, partnerships and what’s new for the season ahead.

Kenneth G. Andres

The tradeshowdirector for the American Sportfishing Association casts comments on the activity’s popularity, and trends in fishing.

Dick Sullivan

The principal and founder of Rising Tide Associates talks about industry advocate lobbying for the domestic textile.

Dave Coradini

The VP of sales and sponsorships for Spalding, Dave Coradini talks Shot Tracker and basketball.

Scott McGuire

The executive brand and product innovation leader dishes to F4M’s Emily Walzer on an array of topics.

Kelly Davis

Snow Sports Industries of America’s Kelly Davis talks weather, participation trends and how to handle the psyche.

Kevin Davis

The CEO of Performance Sports Group dishes on new bat standards and Own the Moment.

Gene McCarthy, Pt 2

Gene McCarthy, president of Asics America, speaks to Jen Ernst Beaudry on specialty run and more in the second part of the podcast.

Gene McCarthy, Pt 1

Gene McCarthy, new president of Asics Americas, dishes to F4M’s Jen Ernst Beaudry in the first of a two-part podcast.

Richie Woodworth

Saucony’s Richie Woodworth offers his views on brand’s running business and what it takes to manage through change.

Bruce Cazenave

Bruce Cazenave, CEO of Nautilus Inc., recently ranked 23rd on Fortune’s “Fastest Growing Companies” list.

Tony Armand

Armand is leading USB, created after the April merger of Shock Doctor and McDavid.

Gary Smith

Gary Smith has been at the helm of the Lawrence, MA firm for three years, and his 2016 strategies will broaden Polartec’s scope.

Marty Hanaka

City Sports CEO Marty Hanaka has 42 years in retail, starting at Sears in 1973.

Mike Dowse

Wilson Sporting Goods, one year removed from its 100th anniversary and a major restructuring, has a renewed focus and strategy.