Retail: 67
9.64%
Retail: 184
2.57%
Tuesday, September 16, 2019
Volume 3, Issue No. 37

“Fair Pay to Play Act” Could Shake-Up Collegiate Sports, Licensing

The annual grades given to many aspects of physical activity among youth remain an ugly truth in this age of video games and mobile electronic devices. But some progress is being made. (Read More)

Podcast
Addressing Possible Shifting Dynamics in Collegiate Licensing

Ed Schauder, who heads the sports law practice for Phillips Nizer in New York, talks about the far-reaching impact of possible legislation like California’s “Fair Pay to Play” Act on the future of collegiate sports and licensing. He has more than 30 years year experience in the sports and entertainment space, creating programs to protect and market intellectual property and negotiating licensing and corporate sponsorships and endorsement pacts.

Executives on the Move
New President at Merrell

Chris Hufnagel will head the Merrell brand following the departure of Sue Rechner, parent company Wolverine World Wide announced. (Read More)

RETAIL
JD Sports Moves Forward with U.S. Retail Strategy

The publicly traded U.K.-based retailer, which completed its acquisition of the Finish Line specialty chain for $558 million in July 2018, will likely close more Finish Line doors and concept shops inside Macy’s stores through January as it continues expanding the presence of its JD banner in the U.S. (Read More)

Retail
Consumer Spending Up in August As Tariff Impact Looms

Unadjusted, year-over-year U.S. retail sales rose 4.6 percent last month. Sporting goods stores enjoyed a 3.8 percent gain in year-over-year sales and clothing/accessory store sales increased 2.3 percent for the month, according data from the U.S. Census Bureau. (Read More)

Acquisition
SPY Optic Bought by Private Equity Firm

Thirteen months after acquiring Bollé Brands, A&M Capital Europe has bought another optics company to strengthen a brand portfolio that already includes Bollé, Bollé Safety, Serengeti, Cébé, and H2Optix. (Read More)

What’s Hot? What’s New?

New Balance, again partnering with the TCS New York City Marathon, has unveiled its official collection for the Nov. 3 event that features footwear, apparel and accessories for any runner or spectator. (Read More)

The Buzz: Decathlon, FitPlan, Grassroots Outdoor Alliance

Decathlon, the French retailer with a retail presence in California, recently acquired a majority stake in Alltricks, an online cycling retailer, from five investment funds. (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 has a second consecutive positive week as it turns the Back-To-School corner and heads toward the important Holiday season with a sea of green positive growth, led by seven double-digit percentage gainers. The more than 9.6 percent increase exceeds the Dow’s 1.46 percent gain over the same period. But on Sep. 11, the Dow closed above 27,000 and the S&P rose above 3,000, their respective highest levels since July 30. JD shares posted a solid week after reporting strong H1 results (see Story) and are up 84 percent year-to-date to emerge as the best performer on the FTSE 100 in the U.K. British counterpart, Sports Direct Intl. re-elected Founder and CEO Mike Ashley to its board, although nearly 25 percent of the retailer’s shareholders voted against him. The parent of Bob’s Stores and EMS still hasn’t named an auditor to replace Grant Thornton, which quit earlier this year.  Walmart is reportedly eyeing testing a fee-based service called “Fulfilled by Walmart” that would allow its online unit to store and ship product orders from third-party vendors, something Amazon has done for a long time. Genesco will open approximately 30 new stores, largely Journeys and Journeys Kidz locations, this year and close an estimated 40 doors without rent concessions or the ability to lower square footage.
Brands
Segment’s winning streak hits four weeks as once again, 11 stocks rise and four decline. There were four double-digit percentage gainers, including GoPro and Wolverine. Nike CFO Andrew Campion is added to the board of directors at Starbucks where he will lead the audit and compliance committee. Adidas is rolling out the fourth iteration of James Harden’s signature shoe at $130 retail in multiple colorways in October, culminating with the ‘Cookies & Cream’ model on Nov. 15. The Skechers brand showed up on the runway in seven shows during the 15th Annual STYLE360 celebrity fashion platform. Under Armour promotional activity at retail is down, according to Piper Jaffray, which reported UAA’s HOVR Apex is sold out in one colorway and HOVR Rise in several styles. Lululemon is introducing its luxury streetwear brand, Lab, online and in 45 stores around the world. LULU says the brand, with retail price tags ranging from $80 to more than $500, is 30 percent higher-priced than similar Lululemon garments and will allow the company to try out new things. L.A. Laker forward Kyle Kuzma may soon be on Puma’s pro basketball roster, according to both HotNewHipHop and Dunkwire.

Weekly Review

Retail Name
(Ticker Symbol)

% Change over week
Price 09/05/19 • 09/12/19

Big 5 Sporting Goods
(BGFV)

26.26%

$1.79 • $2.26

Sports Direct
LON: SPD

6.36%

$314.12 • $334.11

Camping World
CWH

17.33%

$8.02 • $9.41

Dick's Sporting Goods
DKS

7.40%

$35.94 • $38.60

JD Fashion
jD

11.86%

$783.08 • $875.99

Foot Locker
FL

0.77%

$40.20 • $40.51

Genesco
GCO

21.57%

$35.42 • $43.06

Hibbett Sports
HIBB

12.26%

$15.99 • $17.95

Kohl’s
KSS

8.47%

$48.28 • $52.67

Macy’s
M

11.10%

$15.32 • $17.02

Sportsman’s Warehouse
SPWH

8.91%

$4.60 • $5.01

Shoe Carnival
SCVL

9.79%

$29.21 • $32.07

Tilly’s
TLYS

1.26%

$10.31 • $10.44

Walmart
WMT

1.33%

$115.45 • $116.98

Zumiez
ZUMZ

18.88%

$27.60 • $32.81

TOTAL
WEEK OVER WEEK

9.64%

$1,485.33 - $1,628.59

Brand Name
(Ticker Symbol)

% Change over week
Price 09/05/19 • 09/12/19

Acushnet Holdings
GOLF

10.02%

$25.85 • $28.44

adidas
addyy

0.99%

$151.49 • $152.99

Callaway
ELY

8.62%

$17.74 • $19.27

Columbia Sportwear
COLM

6.48%

$94.96 • $101.11

Deckers Brands
DECK

2.04%

$153.92 • $150.78

GoPro
GPRO

11.49%

$4.09 • $4.56

lululemon
LULU

5.48%

$188.41 • $198.73

Nautilus
NLS

25.00%

$1.32 • $1.65

Nike
NKE

0.89%

$88.48 • $87.69

Puma
PUMA

8.76%

$78.00 • $71.17

Skechers
SKX

8.14%

$33.92 • $36.68

Under Armour
UA

7.37%

$17.92 • $19.24

VF Corp.
VFC

4.47%

$86.50 • $90.37

Wolverine Worldwide
WWW

15.72%

$26.33 • $30.47

Yeti
‍‍YETI

5.03%

$29.22 • $30.69

TOTAL
WEEK OVER WEEK

2.57%

$998.15 - $1,023.84

RETAIL: 61

38.87%

BRANDS: 179

78.96%

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

Sports Insight Extra Podcast Series