Retail: 68
7.63%
Retail: 204
1.78%

JD Sports Gets U.S. Boost From Finish Line

The publicly traded United Kingdom-based retailer JD Sports Fashion, which acquired Finish Line’s 563 stores and 188 associated shops inside Macy’s locations in March 2018, reported annual results last week that showed the U.S. operation posted an operating profit of approximately $35.5 million and revenues of $1,289 million for 33 weeks of ownership last year. (Read More)

Retail News
Sporting Goods Does Not Share in ‘Very Encouraging’ March Sales

While overall U.S. retail sales rose 0.8 percent unadjusted year-over-year in March, according to monthly data release by the U.S. Dept. of Commerce last week, sporting goods store sales were down 10.8 percent year-over-year and 0.3 percent from February on a seasonally adjusted basis. (Read More)

Quotable

“ The off-price channel was a big negative in this quarter, again continuing the trend from last year. This is the last real quarter where we will have any prior year comparison of note to work against.”
— John Vandemore, Skechers’ CFO

Podcast with Vi3 Executive VP Paul Foley

The former longtime Nike executive discusses how Vi3, the Needham, MA company, helps footwear and apparel firms address product counterfeiting, diversion/grey market and global logistics issues.

Footwear Insight
Skechers Sees International, D-T-C Fueling FY19 Growth

Coming off a Q1 where its U.S. business declined 6.3 percent, dragged down by a 10.9 percent drop in wholesale revenues, Skechers’ senior executives forecast mid-teen and mid-single digit topline growth respectively for its international and Direct-To-Consumer segments in Q2 and in FY19. (Read More)

Golf
With Tiger Back in the Hunt, Game Snares 2.6 Million Beginners

On-course participation, while not at pre-2008 levels, has stabilized as the number of golf newcomers surpassed the two-million-mark for a fifth consecutive year in 2018. (Read More)

Marketing
Boa Technology, Billabong Roll Out New Efforts

Denver-based Boa is launching its first consumer campaign, DIALED IN, and a new digital web-based platform at BoaFit.com in an effort to inspire consumers to get “dialed in” and better connected to the brand’s performance products. (Read More)

The Buzz

Darn Tough Vermont is recognized by Vermont Business Magazine as a recipient of a 2019 Best of Business award. The Northfield, VT sock company was chosen by the local business community and VBM readers as this year’s “Best Vermont Made Product.” (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 posts its strongest weekly gain of 2019, up more than 7.6 percent in aggregate, thanks largely to JD Sports Fashion’s 16.4 percent increase for the week after the British retailer released its annual results (see story above) and posted a 15.5 increase in pre-tax profit to an estimated $465 million. Hibbett Sports, which is searching for a new CEO and CFO, was one of the fastest-growing online retailers in 2018. Web sales rose nearly 176 percent last year for the retailer, according to a new report from digitalcommerce360.com. Camping World shares fell more than 5.5 percent on the last day of the period on a Bloomberg report that CEO Marcus Lemonis and an unnamed private equity firm were sued in Delaware April 12 for allegedly manipulating CWH’s share price when the Gander Outdoors parent went public in 2016. The case is under seal. Walmart is entering the subscription children’s apparel business via a partnership with Kidbox that will offer good, better, best assortments up to 6x annually. A roster of 120 designers are involved in the partnership, some new to the retailer.
Brands
Segment soars to ‘204’ Index with a nearly 1.8 percent aggregate gain for the week, exceeding the Dow’s 1.6 percent improvement. Twelve stocks, led by Acushnet Holdings and VF Corp., rise and three decline. Under Armour North American president Jason LaRose, named to the position in Oct. 2016, is leaving the Baltimore company on April 30. When Yeti’s 180-day IPO lockup-period expires tomorrow, pre-IPO shareholders will be allowed to sell up to 60 million currently-restricted shares. Nike, which has opened a men’s sneaker boutique in New York City with Nordstrom, is trying to trademark, ‘Footware.’ Volunteers for VFC-owned Timberland will begin various Earth Day efforts worldwide on April 22. More than 300+ Timberland corporate staffers in New Hampshire are slated to work at one of five projects on May 16 aimed at improving local trail networks and outdoor learning spaces for schoolchildren. Adidas has partnered with Donald Glover, aka Childish Gambino, to re-imagine three Originals styles—Lacombe, Nizza and Continental—that will be available worldwide on April 26. The Three Stripes has already released five “Donald Glover Presents” films on Youtube. Also, Adidas has named American Scott Dunlap as the new GM for its Runtastic business, replacing Runtastic co-founder Florian Gschwandtner.

RETAIL: 68

32.85%

BRANDS: 204

103.77%

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

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 04/11/19 • 04/18/19

Big 5 Sporting Goods
(BGFV)

12.00%

$3.00 • $2.64

Sports Direct
LON: SPD

0.69%

$389.04 • $391.71

Camping World
CWH

3.01%

$14.96 • $14.51

Dick's Sporting Goods
DKS

4.55%

$40.69 • $38.84

JD Fashion
jD

16.42%

$669.99 • $780.03

Foot Locker
FL

1.78%

$60.75 • $61.83

Genesco
GCO

1.86%

$43.58 • $44.39

Hibbett Sports
HIBB

6.52%

$21.94• $20.51

Kohl’s
KSS

0.30%

$70.15 • $70.36

Macy’s
M

3.12%

$24.32 • $25.08

Sportsman’s Warehouse
SPWH

2.59%

$5.02 • $4.89

Shoe Carnival
SCVL

4.04%

$34.38 • $35.77

Tilly’s
TLYS

3.36%

$11.00 • $11.37

Walmart
WMT

2.35%

$100.80 • $103.17

Zumiez
ZUMZ

0.72%

$26.39 • $26.58

TOTAL
WEEK OVER WEEK

7.63%

$1,516.01 - $1,631.68

Brand Name
(Ticker Symbol)

% Change over week
Price 04/11/19 • 04/18/19

Acushnet Holdings
GOLF

7.46%

$23.47 • $25.22

adidas
addyy

2.80%

$126.74 • $130.29

Callaway
ELY

2.97%

$16.50 • $16.99

Columbia Sportwear
COLM

0.57%

$102.60 • $103.18

Deckers Brands
DECK

3.32%

$149.95 • $153.41

GoPro
GPRO

5.76%

$6.77 • $6.38

lululemon
LULU

3.16%

$168.00 • $173.31

Nautilus
NLS

3.04%

$5.60 • $5

Nike
NKE

4.93%

$85.01 • $89.20

Puma
PUMA

0.43%

$605.00 • $607.60

Skechers
SKX

8.06%

$34.36 • $31.59

Under Armour
UA

2.02%

$19.34 • $19.73

VF Corp.
VFC

7.03%

$89.28 • $95.56

Wolverine Worldwide
WWW

2.41%

$35.65 • $36.51

Yeti
‍‍YETI

1.85%

$31.94 • $32.53

TOTAL
WEEK OVER WEEK

1.78%

$1,500.21 - $1,526.93

Sports Insight Extra Podcast Series