Lululemon’s sales grew 24% in Q1 as demand for premium athleisure stays strong: That same dynamic helped brands like On Running, Hoka, and Vuori record significant growth.

Nike’s close connections to sports and sneaker culture keep it on the top of Gen Z’s list of favorite brands while its cutting-edge sneaker technology makes the brand a must-have for runners. But Nike must use a mix of D2C and wholesale commerce if it wants to defend its title from the competition.

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.