Retail: 83
-17.44%
Brands: 91
-8.67%
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Monday, April 24, 2017
Volume 1, Issue No. 15

First Shots Fired: Brits Eye U.S. Retail

Some 53 years and two months after the Fab Four landed at JFK Airport, the U.S. is preparing for another British invasion of sorts, and bracing for reaction by consumers and investors alike. SportsDirect.com, like the Beatles before them, is coming to America, making some noise and likely pushing to become a major player on the U.S. scene. “We aspire to be a leading sports and lifestyle retailer internationally, and to deliver sustainable growth for our shareholders in the medium to long-term,” SportsDirect.com, headed by its effervescent CEO... Read more...

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Numbers In Play
Week of 4/13-20
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
A good post-Easter/Passover week for the segment as all stocks rose except Sportsman’s Warehouse, which may face a new rival after the Gander Mountain bankruptcy auction. Of course, another down week for the regional outdoor chain may also be tied to the green light on Bass Pro’s acquisition of Cabela’s by the end of the third quarter. Under an amended deal, Bass Pro will pay about 6 percent less, or $5.0 billion in total, to acquire its rival. The revised bid will pay CAB shareholders an aggregate $273.4 million less than the original offer. Bass Pro and Cabela’s executives haven’t publicly discussed the reason for the lower bid. Finish Line shares rose more than 8.5 percent for the week after it was disclosed that publicly traded SportsDirect.com took a 7.9 percent stake in the athletic specialty foe of Foot Locker. The public, U.K.-based retailer also completed its acquisition of bankrupt Eastern Outfitters LLC this week for $101 million (More in news). Foot Locker, while announcing first quarter profits will be flat to slightly down on low-single digit comparable store sales, reported a low double-digit gain in April comps and saw its shares lift more than 6 percent.
Brands
Outstanding week for the segment as all 14 entrants were positive for the week. Adidas, whose share price grew more than 1 percent for the period, is projecting double-digit growth in China this year. In FY16, brand sales in mainland China, Hong Kong and Taiwan increased 28 percent to the equivalent of $3.2 billion. Deckers Brands’ shares jumped more than 4 percent this week despite no new developments on a potential sale of the company. Lululemon apparently has only temporary problems with its ecommerce business and merchandise offerings. Barron’s reported company is due to comeback, citing new bras in May, an upgraded website and a new global advertising campaign with a strong social media slant. Callaway inked an endorsement deal with 2016 U.S. Amateur champion Curtis Luck, who will play the company’s clubs and ball as a pro. Wolverine’s Merrell was in the news this week when the brand’s co-founder and her 14-year old grandson went missing in the Grand Canyon. The pair, which had not been located at press time, may have been swept away in a Grand Canyon creek.

RETAIL: 83

17.44%

BRANDS: 91

8.67%

Retail Name (Ticker Symbol)
Close on 04/13/17
Close on 04/20/17
% change over time
Big 5 Sporting Goods (BGFV)
BGFV
$15.20
$15.75
+3.62%
Cabela's (CAB)
CAB
$53.45
$57.05
+6.74%
Dick's Sporting Goods (DKS)
DKA
$49.46
$51.84
+4.33%
Finish Line (FINL)
FINL
$14.48
$15.72
+8.56%
Foot Locker (FL)
FL
$72.10
$76.55
+6.17%
Genesco (GCO)
GCO
$50.85
$54.05
+6.29%
Hibbett Sports (HIBB)
HIBB
$28.20
$28.45
+0.89%
Kohl’s (KSS)
KSS
$39.45
$40.76
+3.32%
Macy’s (M)
M
$29.17
$30.01
+2.88%
Sportsman’s Warehouse (SPWH)
SPWH
$4.62
$4.41
-4.55%
Shoe Carnival (SCVL)
SCVL
$23.98
$25.63
+6.88%
Tilly’s (TLYS)
TLYS
$8.55
$8.99
+5.15%
Walmart (WMT)
WMT
$73.15
$74.80
+2.26%
Zumiez (ZUMZ)
ZUMZ
$16.90
$17.80
+5.33%
Brand Name (Ticker Symbol)
Close on 04/13/17
Close on 04/20/17
% change over time
adidas (ADDYY)
ADDYY
$94.43
$95.50
+1.13%
Amer Sports (AGPDY)
AGPDY
$22.95
$23.98
+1.44%
Callaway (ELY)
ELY
$11.49
$11.84
+3.05%
Columbia Sportwear (COLM)
COLM
$58.06
$59.36
+2.24%
Deckers Brands (DECK)
DECK
$56.04
$58.32
+4.07%
Fitbit (FIT)
FIT
$5.38
$5.72
+6.32%
GoPro (GPRO)
GPRO
$8.63
$8.97
+3.94%
lululemon (LULU)
LULU
$51.22
$53.61
+4.67%
Nautilus (NLS)
NLS
$16.98
$17.50
+3.06%
Nike (NKE)
NKE
$55.37
$56.40
+1.86%
Skechers (SKX)
SKX
$24.97
$26.15
+4.37%
Under Armour (UA)
UA
$17.75
$18.11
+2.03%
VF Corp. (VFC)
VFC
$54.81
$56.44
+1.86%
Wolverine Worldwide (WWW)
WWW
$23.71
$24.54
+3.50%

Sports Insight Extra Podcast Series

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.