All three expect robust growth this year as increased relevance translates into higher sales.

Swiss footwear company On posted raised its full-year sales and gross margin outlook, citing broad-based geographical strength as Gen Z consumers scoop up its premium-priced athletic shoes.

On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.

Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

On Running’s marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.

Prada nears €1.5 billion deal to acquire Versace: The move would give the luxury company broader appeal as spending cools.

Nike troubles complicate Foot Locker’s turnaround plan: The retailer lowered its full-year guidance as it struggles to win over cautious shoppers outside of peak shopping periods.

Nike's recent struggles highlight the risks of an ill-timed shift to direct-to-consumer (D2C) sales. The sportswear giant's sales slumped 10% YoY for the quarter ending August 31 as competitors gained market share.

Lululemon sees untapped potential in China’s smaller cities: The athleisure brand sees considerable growth opportunities as demand for health- and wellness-related products surges.

Nike pulls FY guidance amid sales slump: Incoming CEO Elliott Hill has the difficult task of reinvigorating the brand and ramping up innovation to win back market share.

Self-reported spending is down 6% among US teens (which includes Gen Alpha and Gen Z consumers), but they are still shelling out on beauty, according to Piper Sandler’s latest Taking Stock with Teens survey.

Gen Z teens cut spending in response to inflation: Shoppers in this cohort are shopping more often at off-price and ecommerce retailers to save money, although the beauty category is as resilient as ever.

On Running is firing on all cylinders: The performance footwear company grew D2C and wholesale revenues—as well as market share—in Q2.

Nike is once again selling wholesale to DSW and Macy’s: Renewing those relationships will help it reach the sizable segment of consumers who aren’t willing to seek out its products.

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.

As digital fitness goes mainstream, leading brands Nike, lululemon athletica, Peloton, and Apple are trailblazing a path for lifestyle brands toward a more profitable future.