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12/03/2025


Dick’s Dives Deep into Foot Locker Plan

Expanding on its Q3 earnings call commentary, DKS management outlined its plan to turn Foot Locker around in a roundtable discussion at Morgan Stanley’s investor conference.

Tilly’s Expects Return to Growth in Q4

Net loss narrowed to just $1,407,000 in the third quarter against a loss of $12,875,000 a year ago, as revenues slipped 3% to $139,587,000 from $143,442,000, with blended comps up 2.0%, the first year-over-year improvement since Q4 ‘21.

E-Commerce Sales and Store Traffic Grow over Thanksgiving Weekend

The Thanksgiving to Cyber Monday 2025 period set several top-line and traffic records, according to Adobe Analytics and National Retail Federation evaluations, with Adobe finding that Cyber Monday e-commerce sales totaled $14.25 billion, up 7% and beating the firm’s guidance of a 6% gain to $14.2 billion.

Honma Golf Gushes Red on Lower Sales

The high-end Japanese club maker’s loss nearly tripled to ¥2,398.4 million ($16.3 mm) in the fiscal first half ended Sep. 30 from a loss of ¥845.6 million, as revenue slipped 20% to ¥7,867.5 million ($53.4 mm) from ¥9,814.5 million.

NICS Checks Slump in Nov., Black Friday Week

Sales failed to gain traction on Black Friday and during Thanksgiving week, contributing to total NSSF-adjusted NICS FBI background checks falling 7% last month to 1,408,230 from 1,514,773.

U.K.’s Ocean Bottle Launches in the U.S.

The maker of recycled reusable water bottles is entering the U.S. market with wholesale partners including REI, Nordstrom, and Goop, as well as its own DTC e-commerce site.

Nike, Others Run Afoul of U.K. Greenwashing Standards

The Eager Beavertons, along with Superdry and Lacoste, have had advertisements banned by the U.K.’s Advertising Standards Authority, which ruled they exaggerated environmental benefits.

Etcetera: Deckers, Baffin, Toms, Sierra and Barnes Bullets, Duckett Fishing, ABG

12/02/2025


Nike Adds COO Role, but Cuts CTO and CCO in Major Shakeup

In a note to employees, Swoosh chief Elliott Hill announced significant changes in the C-suite as part of the company’s Win Now transformation plan, aimed at removing management layers and consolidating responsibilities.

Yeti Set to Reaccelerate in 2026

The “set up” actions taken in 2025 have laid the groundwork for improvements in product, supply chain, and marketing that will begin to come to fruition next year, Yeti management explained at the Morgan Stanley investor conference.

Newell Plans Layoffs to Improve Productivity

The Coleman and Marmot parent said that its full-year revenues will end up near the lower end of its guidance range due to weakness in Brazil and Argentina, but affirmed its normalized operating margin, earnings per share, and cash flow guidance.

Kingmaker Cuts Losses as Revenues Improve

The footwear maker’s net income attributable to shareholders narrowed to a loss of HK$6,568,000 ($0.8 mm) against a loss of HK$12,967,000 in the fiscal first half ended Sep. 30, on 6% higher revenues of HK$347,143,000 ($44.4 mm) from HK$326,065,000 prior.

New Balance Touts Made in USA Progress

New Balance has invested $155 million in expanding its U.S. factory presence since 2021, according to its first Made in USA Economic and Social Footprint report, which examines the impact of its commitment to U.S. manufacturing.

Academy Sports Expands Board of Directors

The retailer named three new directors to its board, adding seasoned executives Michael Dastugue, Shannon Hennessy, and Clay Johnson, bringing the total to 12.

Decathlon’s Running Brand Comes to U.S.

Kiprun, which was launched by the European retail giant in 2008, is entering the U.S. market next year, with an April 2026 debut at an initial slate of wholesale partners including Running Warehouse and Run Moore.

Etcetera: Adidas, PacSun, Sightron

12/01/2025


E-commerce Jumps but Traffic Lags over Thanksgiving Weekend

The official start of the Holiday 2025 shopping season yielded mixed results from Black Friday and Thanksgiving Weekend, with e-commerce growth pushing into the double-digit range while traffic and order volume declined mid-singles.

Report: Asian Sportswear Brands Exploring Puma Takeover

The struggling German company has attracted interest from multiple Asian competitors as its share price languishes near a 10-year low, according to multiple reports.

Golden Goose Sales Gains Powered by DTC

The luxury Italian sneaker maker’s adjusted EBIT was up by 7% to €173.6 million for the first nine months of 2025, on revenues that rose by 13% constant currency to €517.1 million.

Gildan Closes Hanesbrands Acquisition

With the transaction receiving shareholder and FTC approval last week, GIL has closed its acquisition of Hanesbrands for $2.2 billion in cash and stock.

RG Barry Acquires Slipper Licenses for Timberland, Clarks

The lifestyle footwear and accessories maker inked an agreement to acquire substantially all of the assets of Green Market Services Co., which includes GMS’ licensed slipper business for Clarks and Timberland, and their existing private label business.

Polygiene Group Appoints New CEO

Swedish ingredient technology company Polygiene Group AB announced on Nov. 25 the appointment of Dr. Sandrine Garnier as its new chief executive officer.

ABC-Mart Elevates Kiichiro Hattori to President

The 25-year company veteran was most recently managing director and sales department manager for the Japanese retailer, and will succeed Minoru Noguchi effective Mar. 1, 2026.

Armscor/Rock Island Armory Taps Interim CEO

Lisa Tuason, the sister of company president & CEO Martin Tuason, will serve as an interim president & CEO and run the family-owned business until a permanent replacement is found.

Etcetera: Puma, Lululemon

 
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