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Daily News Feed


01/14/2026


Operating Income Improves at CODI Sports Brands

Compass Diversified’s sporting goods brands posted mixed results in the third quarter, the company revealed in a delayed SEC filing, but profitability was better across the board.

Himaraya Guides for FY Profit Improvement

Net loss expanded 21% at the Japanese retailer to ¥311 million ($2.1 mm) from ¥257 million in the fiscal first quarter on a 2% gain in net sales to ¥13,492 million ($91.5 mm) from ¥13,260 million.

Sporting Goods Sales Soar 8% in Nov.

Still catching up from the government shutdown, the Commerce Dept. said sporting goods/hobby/book and music store adjusted sales jumped 7.8% in Nov. to $8,412 million from $7,804 million and were up 1.9% sequentially.

Varsity Brands Ratings Affirmed by S&P, Moody’s

The BSN Sports parent is expanding its first-lien term loan facility by $400 million and will kick in another $60 million from its ABL to finance the acquisition of an as-yet-undisclosed soccer team dealer and retailer.

Newell Unveils Bubba Drinkware Relaunch

The Newell-owned brand launched a new brand identity and generation of reusable water bottle designs in the highly competitive space, which includes Yeti, Hydro Flask, CamelBak, Stanley, Nalgene, and others.

Under Armour Extends Bryce Harper Contract

Under Dog re-upped the Philadelphia Phillies slugger to a new six-year deal, a week after Harper announced he was a free agent, the Baltimore Banner first reported.

Etcetera: OrthoLite, Nike

01/13/2026


VF Corp.’s Top Brands Making More Progress

Now that Timberland and The North Face have returned to growth, VFC chief Bracken Darrell averred all the pieces are in place for Vans to follow, in a roundtable discussion at the ICR conference.

Helen of Troy Aims to Grow Osprey and Hydro Flask with New Products

With the renewed focus on top-line growth over cost-cutting, Osprey is among HELE’s “green brands” with a healthy product offering ready for a renewed marketing push, the company said at the 2026 ICR conference.

Nike Still Rules Resale, but Mizuno More Than Doubles

The Swoosh continued to hold sway across categories and captured a big piece of the recovery footwear market while Mizuno made strides in the lifestyle space on the StockX marketplace in 2025, according to its Big Facts Current Culture Index 2026.

Report: Mammut on the Block

Jacobs Capital is reportedly shopping the Swiss outdoor apparel and equipment maker, seeking a price of more than €500 million ($584 mm), according to multiple reports.

361 Degrees Tallies Double-Digit Gains to End Year

The Chinese sportswear brand said that overall retail sales of 361º core branded products in the final quarter were up approximately 10%, while its 361º Kids brand improved by the same percentage.

Sporting Goods Sales Increased 5% Last Month

Dec. sales at sporting goods, hobby, music and book stores increased 5.16% year over year on an unadjusted basis, and were 3.52% higher than Nov. seasonally adjusted, according to the CNBC/NRF Retail Monitor.

Beretta Moving on Sturm, Ruger

Beretta Holding, the Luxembourg-based firearms maker, is preparing a proxy battle to replace members of the Sturm, Ruger board with its own candidates, the Financial Times reported, citing sources familiar with the matter.

Certor Taps Burns to Lead Diamond Sports

Certor Sports named veteran hardgoods exec, Tom Burns, as the new general manager of its Diamond Sports business, which is centered on the Tucci brand.

Bersa USA Appoints Industry Veteran as CEO

The firearms maker appointed Tim Dillon as CEO, where he’ll oversee Bersa USA’s strategic direction, product development, and operations.

Alo Yoga Hires Dior Exec to Run International

The Los Angeles-based activewear brand appointed Benedetta Petruzzo as CEO of international operations, signaling a pivot toward luxury-tier global expansion.

Etcetera: Puma, Colt CZ Group

01/12/2026


On Running is Keeping the Pedal Down

The Swiss sportswear brand sees plenty of whitespace for growth while maintaining extremely selective wholesale distribution, management told analysts in a roundtable discussion at the ICR conference.

Journeys’ Holiday Comps Jump Double Digits

Genesco’s blended comps were up 9% for the Holiday period, according to a preliminary sales update released ahead of the company’s appearance at the 2026 ICR Conference, as stores comped up 10% for Q4 through Dec. 27 and e-commerce comped up 9%.

Rocky Brands Aims to Grow Profitability

The path back to pre-tariff gross margin levels will come from leveraging owned manufacturing facilities, RCKY said at the ICR conference, which ramped over 2025 to exceed historical levels of 25% to 30% of units produced at its China and nearshore facilities.

Lululemon Touts Holiday Success

LULU said that a strong performance over the Holiday season will result in both revenue and net income coming in toward the high end of its previous guidance.

Birkenstock Takes Big Hit from Weak Dollar

Ahead of analyst meetings at the ICR conference, BIRK revealed that revenues were €402 million ($470 mm) in the fiscal first quarter ended Dec. 31, up 11% on a reported basis and 18% constant-currency.

Zumiez Raises Q4 Profit Guidance

ZUMZ now expects Q4 sales to come in between $287 and $290 million, down from $291 million to $296 million earlier guidance, but with net income between $1.05 and $1.10 per share instead of $0.97 to $1.07.

Rebel Improves, SRG’s Outdoor Banners are Mixed

Rebel Sport’s same-store sales grew 4% for the first half ending Dec. 27, while SRG’s outdoor banners BCF and Macpac were mixed, comping down 2% and up 8%, respectively.

Yue Yuen Manufacturing, Retail Slip in Dec.

Yue Yuen’s footwear manufacturing revenue declined 6% in Dec. to an implied $451,264,000 from $477,956,000 last year, while total revenues at the Chinese footwear maker and retailer ticked down 6% to $644,490,000 for the month and inched down 2% for the year to $8,031,356,000.

Cap America Changes Hands

The headwear distributor’s long-time owner and operator, Phil Page, is stepping down after more than four decades and has sold Cap America to his sons Jon Page and Cory Cissell.

Big Max USA Taps Wilson Vet as CEO

The Vienna, Austria-based push cart and golf bag manufacturer has appointed 27-year Wilson Golf veteran Doug Wright to lead its U.S. subsidiary.

Azimuth Technology Names New CEO

Chumash Capital Investments-backed Azimuth Technology elevated its current COO, Thomas Thacker, to CEO, succeeding co-founder Len Zaiser IV, who has decided to depart to pursue a new business venture.

Etcetera: Nike, Big 5, True Spec Golf, Tactics, Christensen Arms, White Industries, Korth Group, Under Armour, Vivobarefoot

 
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