Retail: 67
-32.78%
Retail: 96
-3.72%
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Monday, July 17, 2017
Volume 1, Issue No. 27

Retail-Supplier Leverage Hits New Height; With Walmart As Prime Example

Walmart’s new supplier program—designed to guarantee in-stocks but also prevent overflowing backrooms caused by vendors shipping orders early to improve their respective top lines—could be a sign of things to come in the changing retail landscape.  WMT’s new program, which commences next month, was designed to improve the discount behemoth’s efficiency and add $1 billion in annual revenues through better product in-stocks. For nearly six months, Walmart has been working closely with its top vendors to improve on-time and in- full (OTF) delivery rates to 95 percent, up from a prior target of 90 percent. Read more...

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Numbers In Play
Week of 7/06-7/13
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
Another split week for the segment with six up and eight down with the aggregate off 1 percent for the period. Dick’s is not yet benefitting from the Sports Authority bankruptcy. DKS shares are off approximately 40 percent since the one-time rival went under. One analyst says the retailer needs more drop-in traffic at its stores. Foot Locker, meanwhile, is being hurt by the reports that Nike and Under Armour will sell more products directly to consumers. Sportsman’s Warehouse realized a 3.9 percent decline in short interest with two-thirds of analysts who follow the stock listed as positive. Cabela’s shareholders have approved the retailer’s combination with Bass Pro Shops. Deal expected to close in the third quarter.
Brands
Five up and nine down for the period, but two (Skechers and VF Corp.) were essentially flat for the week with declines of less than 1 percent. Adidas opens an Originals store in Los Angeles and gets Lonzo Ball to don a new Harden shoe for NBA Summer League game. Amer Sports’ Precor fitness brand failed last month to get a judge to scrap a federal class action complaint over alleged inaccurate heart rate sensors in nine of its treadmills. Fitbit too is hit with the legal bug, a patent infringement lawsuit in the U.S. and China over “haptic feedback use.” Plaintiff Immersion says it tried to negotiate technology licenses with the wearable giant. GoPro, meanwhile, launches a pilot program for its 360 Camera Fusion with spherical camera with the likes of Fox Sports, the NBA’s Golden State Warriors and Getty Images. The product will be released to mainstream consumers later this year.

RETAIL: 67

32.78%

BRANDS: 96

3.72%

Retail Name (Ticker Symbol)
Close on 07/06/17
Close on 07/13/17
% change over time
Big 5 Sporting Goods (BGFV)
BGFV
$12.80
$11.70
-8.59%
Cabela's (CAB)
CAB
$59.71
$60.00
+0.49%
Dick's Sporting Goods (DKS)
DKA
$39.64
$37.78
-4.69%
Finish Line (FINL)
FINL
$14.35
$14.37
+0.14%
Foot Locker (FL)
FL
$50.08
$48.57
-3.02%
Genesco (GCO)
GCO
$32.30
$32.15
-0.46%
Hibbett Sports (HIBB)
HIBB
$20.20
$20.00
-0.99%
Kohl’s (KSS)
KSS
$38.29
$38.93
+1.67%
Macy’s (M)
M
$22.85
$22.10
-3.28%
Sportsman’s Warehouse (SPWH)
SPWH
$5.33
$5.04
-5.44%
Shoe Carnival (SCVL)
SCVL
$19.55
$19.56
+0.05%
Tilly’s (TLYS)
TLYS
$9.80
$10.74
+9.59%
Walmart (WMT)
WMT
$75.47
$75.05
-0.56%
Zumiez (ZUMZ)
ZUMZ
$12.35
$12.60
+2.02%
Brand Name (Ticker Symbol)
Close on 07/06/17
Close on 07/13/17
% change over time
adidas (ADDYY)
ADDYY
$100.13
$102.68
+2.55%
Amer Sports (AGPDY)
AGPDY
$25.54
$26.72
+4.62%
Callaway (ELY)
ELY
$12.56
$12.75
+1.51%
Columbia Sportwear (COLM)
COLM
$56.78
$56.10
-1.20%
Deckers Brands (DECK)
DECK
$66.42
$65.32
-1.66%
Fitbit (FIT)
FIT
$5.22
$5.69
+9.00%
GoPro (GPRO)
GPRO
$8.00
$8.44
+5.50%
lululemon (LULU)
LULU
$57.97
$59.33
+2.35%
Nautilus (NLS)
NLS
$18.20
$18.30
+0.55%
Nike (NKE)
NKE
$57.16
$57.94
+1.36%
Skechers (SKX)
SKX
$28.57
$28.38
-0.67%
Under Armour (UA)
UA
$19.10
$18.63
-2.46%
VF Corp. (VFC)
VFC
$56.13
$56.13
-0.20%
Wolverine Worldwide (WWW)
WWW
$27.16
$27.16
+-0.81%

Sports Insight Extra Podcast Series

Will Decker

Family-owned Silicon Valley firm Plug and Play, which dubs itself the “Ultimate Startup Ecosystem,” has raised over $6 billion in venture funding during its 11 years while bringing corporations, venture capitalists and start-ups together.

Matthew Lyon

In the fragmented hydration market, where price points for performance products are on the rise, HydraPak is an OE supplier to numerous brands and has its own lightweight, flexible products.

Eric Hayes

Superfeet Celebrates 40th Anniversary. The employee-owned company introduces footwear and rolls out a 3D printed insole program.

Shawn Neville

BOA introduces New Tech and Names New CEO. Nothing will constrict Boa Technology CEO Shawn Neville from helping the Denver company improve its customized fit solution.

Waingarten and Frydlewski

No strings attached. The married Argentinean couple has raised nearly $20 million for Hickies, a Brooklyn company addressing how athletic shoes are closed around the foot two eyelets at a time.

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.