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Daily News Feed


01/12/2026


On Running is Keeping the Pedal Down

The Swiss sportswear brand sees plenty of whitespace for growth while maintaining extremely selective wholesale distribution, management told analysts in a roundtable discussion at the ICR conference.

Journeys’ Holiday Comps Jump Double Digits

Genesco’s blended comps were up 9% for the Holiday period, according to a preliminary sales update released ahead of the company’s appearance at the 2026 ICR Conference, as stores comped up 10% for Q4 through Dec. 27 and e-commerce comped up 9%.

Rocky Brands Aims to Grow Profitability

The path back to pre-tariff gross margin levels will come from leveraging owned manufacturing facilities, RCKY said at the ICR conference, which ramped over 2025 to exceed historical levels of 25% to 30% of units produced at its China and nearshore facilities.

Lululemon Touts Holiday Success

LULU said that a strong performance over the Holiday season will result in both revenue and net income coming in toward the high end of its previous guidance.

Birkenstock Takes Big Hit from Weak Dollar

Ahead of analyst meetings at the ICR conference, BIRK revealed that revenues were €402 million ($470 mm) in the fiscal first quarter ended Dec. 31, up 11% on a reported basis and 18% constant-currency.

Zumiez Raises Q4 Profit Guidance

ZUMZ now expects Q4 sales to come in between $287 and $290 million, down from $291 million to $296 million earlier guidance, but with net income between $1.05 and $1.10 per share instead of $0.97 to $1.07.

Rebel Improves, SRG’s Outdoor Banners are Mixed

Rebel Sport’s same-store sales grew 4% for the first half ending Dec. 27, while SRG’s outdoor banners BCF and Macpac were mixed, comping down 2% and up 8%, respectively.

Yue Yuen Manufacturing, Retail Slip in Dec.

Yue Yuen’s footwear manufacturing revenue declined 6% in Dec. to an implied $451,264,000 from $477,956,000 last year, while total revenues at the Chinese footwear maker and retailer ticked down 6% to $644,490,000 for the month and inched down 2% for the year to $8,031,356,000.

Cap America Changes Hands

The headwear distributor’s long-time owner and operator, Phil Page, is stepping down after more than four decades and has sold Cap America to his sons Jon Page and Cory Cissell.

Big Max USA Taps Wilson Vet as CEO

The Vienna, Austria-based push cart and golf bag manufacturer has appointed 27-year Wilson Golf veteran Doug Wright to lead its U.S. subsidiary.

Azimuth Technology Names New CEO

Chumash Capital Investments-backed Azimuth Technology elevated its current COO, Thomas Thacker, to CEO, succeeding co-founder Len Zaiser IV, who has decided to depart to pursue a new business venture.

Etcetera: Nike, Big 5, True Spec Golf, Tactics, Christensen Arms, White Industries, Korth Group, Under Armour, Vivobarefoot

01/09/2026


Sneaker Imports Grow in Q3, but Apparel and Equipment Drop

Industry imports of footwear, apparel, and equipment contracted 4% in the third quarter to $5,484.5 million from $5,707.9 million a year before, the ITC revealed after a substantial delay due to the government shutdown.

Thule Rides Quad Lock to Q3 Growth

Reported sales were up 9% (+13% constant currency) to SEK 2.5 billion in the third quarter, according to preliminary results, with an organic sales decline more than offset by Quad Lock contributions in a continued challenging market.

L.L. Bean Taps Greg Elder as President and CEO

The 114-year-old outdoor retailer promoted Elder to the top job from his current post as Bean’s chief retail officer, succeeding the retiring Stephen Smith, who will remain on board in an advisory capacity through March.

JD Sports Global Managing Director Departing

Michael Armstrong, the U.K.-based sportswear retailer’s global managing director, is stepping down to pursue new opportunities after nearly 30 years with the company.

November Retail Imports Beat Forecast

Bucking predictions of a double-digit decline, Nov. retail imports slipped just 7% year-over-year to 2.02 million Twenty-Foot Equivalent Units, according to the NRF and Hackett Associates’ Global Port Tracker.

Strava Files Confidential IPO: Reports

The exercise-tracking app and social network has confidentially filed for a public offering as early as this spring, with Goldman Sachs hired to help lead it, according to multiple reports.

Etcetera: Retrospec, Range USA, ABG

01/08/2026


Helen of Troy Battered by Tariffs, Lower Demand

Sales at HELE’s Home & Outdoor segment, which includes Hydroflask and Osprey Packs, declined 7% to $229.6 million from $246.1 million, with Osprey called out as a bright spot for the quarter as the company tries to right the ship.

ABC-Mart Results Flattish Through Nine Months

Net income at the Japanese footwear and apparel retailer inched down 1% to ¥33,700 million ($228.5 mm) from ¥34,154 million for the first nine months ending Nov. 30 on a 1% increase in sales to ¥279,285 million ($1,894.0 mm) from ¥277,078 million.

Anta Still in the Hunt for Puma: Report

The Chinese sportswear giant has offered to buy the 29% of The Big Cat’s equity that is held by France’s Pinault family, Reuters reported, citing sources familiar with the matter.

Marubeni Acquires Gola Owner Jacobson Group

Marubeni Corp.’s R.G. Barry Brands has acquired Jacobson Group, a British footwear brand portfolio that includes the heritage sneaker brand Gola.

Canada Goose Shuffles Executive Suite

GOOS made several executive changes following Jonathan Sinclair’s decision to step down as president, Asia Pacific, although he’ll remain as a board member for its regional subsidiaries.

Puma Names New Marketing Chief

The Big Cat appointed Nadia Kokni as VP, global brand marketing, reporting to chief brand officer Maria Valdes and joining Puma’s global leadership team.

New Balance Resets EMEA Sales Leadership

New Balance has appointed former Frasers Group sports division chief, Ger Wright, as VP of sales in EMEA, signaling the brand’s intent to accelerate growth across European markets.

Spyderco Sues over Knockoffs

The hunting, pocket knife, and sharpening stone maker filed suit in the CO district court, accusing Jende Industries of infringing on its Spyderco marks and bug logo with counterfeit sharpening stones.

CPSC Recall: Mountain Bike Pedals

PNW Components is recalling about 1,200 Loam Pedal Gen 2 aluminum alloy bicycle pedals because the pedal axle can crack, causing the pedal to detach from the crank.

Etcetera: Imperial, Christensen Arms, Bauer Hockey, Franklin Sports, On, New Balance

 
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