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Sports Insight Index - 11/25/19
Retail: 75
1.21%
Retail: 188
0.04%
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

Irwin P. Raij
The O’Melveny attorney and Co-Chair of the Sports Industry Group address some of the crucial issues that still must be addressed in the wake of the NCAA’s recent decision to allow student-athletes to benefit from the name, image and likeness in 2021.
Jared Robins
Jared Robins, president of NoSweat, says the start-up is aiming to raise $1.5 million in Series A funding by the end of 2020. Performance, safety and hygiene are the pillars of the Minneapolis company. NoSweat makes performance headwear liners that you can peel and stick inside your headwear. The company is focusing on R&D and becoming a performance brand tied to its name.
Angelo Ng
Angelo Ng, who spent more than 18 years working for Levi Strauss in a variety of roles and nearly four years at Nike, has been hired by Wolverine Worldwide as the company’s first-ever Chief Merchant Officer. He is being charged with developing a merchandising growth strategy and innovation roadmap for Wolverine’s dozen brands, which include Merrell, Sperry and Saucony.
Monica Eaton-Cardone
The COO and Co-Founder of Chargebacks911 and Chief Information Officer of Global Risk Technologies, discusses security and fraud issues that may face retailers during the Holiday 2019 season, six days shorter than in 2018, and what measures specialty retailers should take to reduce chargeback and fraud losses during their most important selling period of the year.
Ed Schauder
Ed Schauder, 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.
Keaton Hendricks
Sky Outfitters, started by college student Keaton Hendricks, is selling socks, beanies and scarves. And the three-year old Indiana company, which follows a similar business strategy similar to Bombas, wants to help the nation’s less fortunate in homeless shelters in the process.
Sam Garzon
Sam Garzon, the founder and CEO of Miami-based UnoZero, says the young company’s name was inspired by all the soccer greats who have worn the number 10 on the pitch. Everyone from Pele and Zidane to Totti.
Mike Cosentino
Mike Cosentino, founder and CEO of Big Peach Running Co., a seven-door run specialty retail chain based in Atlanta, made a bold move in August 2018, purchasing a 33-foot vehicle from a company in Marietta, GA that specializes in food trucks.
Mary Steinebrunner
After nearly two decades in the business, Mary Steinebrunner is still in love with the protective footwear industry.
Jeff Irvin
Irvin digs into the compression garment market and CEP’s role in advancing the category.
Rodney McLeod
The NFL veteran says the menswear brands featured in his new “Back of the House” retail store and pop-up shops will allow customers to create their own aesthetic and sense of style.
Evan Polivy
The Rafter Club is embracing the creativity of basketball kicks and merging it into Italian-sourced dress shoes and boots. Brand wants to elevate basketball viewing culture to another level focused more on leather couches and scotch and less on beers at the sports bar.
RIA KICK Show, Denver
Catching up with RIA Executive Director Terry Schalow, Nike’s Scott Gravatt, 361’s Ike Avalear, New Balance’s Tom Carleo, Altra’s Todd Dalhausser and Big Peach Running Co. owner Mike Cosentino.
Dan Fitzgerald
Serving Boston’s diverse running community to Dan Fitzgerald is more about overdelivering services and less about simply selling stuff. The Heartbreak Hill Running Co. Co-Founder and president weighs in on the run specialty market, Beantown’s running scene and expansion for his current three-door specialty chain.
New Balance FuelCell Launch
Catching up with athletes Jenny Simpson, Jake Wightman, VP of Running Tom Carleo and designers Drew Nyssen and Drew Spieth during New Balance’s global FuelCell launch in Brooklyn, NY.
Sara Irvani
The 31-year-old leader of the family-owned footwear company talks ‘Made in the USA,’ sustainability and the Buford, GA firm’s recent deals with J. Crew and Target.
Paul Foley
The former longtime Nike executive discusses how the Needham, MA company helps footwear and apparel firms address product counterfeiting, diversion/grey market and global logistics issues.
Tom Cove
Sports & Fitness Industry Association CEO Tom Cover weighs in on current climate in Washington, D.C., the status of the PHIT Act and the debate over e-sports.
Luke Rowe
Marathoner and CEP senior executive Luke Rowe talks compression socks.
Tom Adams
Shoe Dog and former Catholic priest Tom Adams talks tech and the real need to replace the centuries-old shoelace.
Josh Stenzler and Aaron Gillette
DeMarini executives Josh Stenzler, a sports advanced innovation engineer, and Aaron Gillette, associate marketing manager, talk baseball bats and the uniqueness of the brand’s 2020 Gattaca BBCOR bat.
Nancy Richardson
San Antonio Shoemakers CEO Nancy Richardson talks about the casual, comfort footwear market and domestic manufacturing.
Jason Polstein
CEO of RIP-IT addresses face mask protection for female softball players.

Sports Insight® is a trademark of Formula4 Media, LLC. ©2019 All rights reserved. The opinions expressed by authors and contributors to Sports Insight are not necessarily those of the editors or publishers. Sports Insight is not responsible for unsolicited manuscripts, photographs or artwork. Articles appearing in publication may not be reproduced in whole or in part without the express permission of the publisher.

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