On Running is bullish after growing sales 91.4% YoY during the holiday quarter: But Nike’s strong Q3 performance underscored its position as the dominant sneaker brand on the market.
Adidas will rely on wholesale to help dig it out of its Yeezy hole: But weak demand from retail partners could delay its comeback.
Retailers' Q3 earnings show signs of optimism ahead of the holiday season: Foot Locker, Dick’s Sporting Goods, Best Buy, and American Eagle each beat expectations as shoppers continue to spend.
There’s strong demand for UGG, HOKA, and The North Face: And shoppers are increasingly buying those brands’ products directly, which is helping boost their margins.
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