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锐步中国再度易主,一度超越耐克的品牌为何逐渐失势?|声动早咖啡
声动活泼· 2026-03-20 09:35
预计阅读时长 ) mins 锐步在北京奥运的时候,也曾经凭借姚明的代言 风靡一时,但这几年身边基本已经没有人穿锐步 了,商场里也看不到它的门店,锐步这个品牌究 竟是怎么失去存在感的?还有可能起死回生吗? 1958 年,福斯特(Foster)兄弟俩,在英国创立了锐步,这个单词本意是小型南非羚羊。他们的祖父设计了世 界上第一双带钉跑鞋,家族一直在做运动鞋生意,在这样的基础上,锐步的业务迅速发展起来,但一直没能在 美国市场取得突破。 纽约时报的报道显示,上世纪 70 年代,慢跑热潮席卷全美,甚至推动耐克,从一家年销售额几百万美元的小 公司成为运动巨头。只是,对于同样卖跑鞋的锐步来说,直到 1979 年,美国杂志《Runner's World》给他们的 三款产品打出五星好评,品牌才在当地打响了一些知名度。 也是在这一年,一位名为保罗·法尔曼(Paul Fireman)的美国户外用品批发商,在芝加哥的展会上发现锐步, 并且争取到了这个品牌在北美的独家代理权,他还在后来进一步收购了锐步。 而当时间来到上世纪 80 年代,新的流行趋势在美国出现——有氧健身操取代了慢跑。纽约时报指出,随着越 来越多女性开始运动,专门提供健身 ...
Better Stock to Buy Right Now: Nike vs. Lululemon
The Motley Fool· 2026-03-20 07:15
Core Viewpoint - Investors are exploring discount opportunities in the sportswear market, particularly with Nike and Lululemon, both of which have seen significant declines in their stock prices [1] Nike - Nike's shares have fallen 69% from their peak as of March 17, and the company is projected to generate $46.7 billion in revenue for fiscal 2026, representing a 9% decline compared to two years prior [3][4] - Under CEO Elliott Hill, Nike is focusing on product innovation, distribution balance, and marketing impact to turn the company around after previous missteps [4] - Nike's global presence and strong brand, supported by a marketing budget that allocates 10% of revenue for branding efforts, provide a competitive edge over smaller rivals [6] - Current market cap for Nike is $79 billion, with a current price of $53.49 and a price-to-sales (P/S) ratio of 1.8, near its lowest in 13 years [8][14] Lululemon - Lululemon's shares are also down 69% from their all-time high, with a 6% sales dip in the latest fiscal quarter attributed partly to the macro environment [8][10] - Revenue growth is projected to increase at a compound annual rate of 4.8% between fiscal 2025 and fiscal 2028, indicating a slowdown from previous years [9] - Lululemon's recent leadership change adds uncertainty, as the company seeks a new CEO to drive growth and product innovation [10] - Despite challenges, Lululemon's financials show a 4.8% revenue increase in fiscal 2025 and a 29% sales surge in China, with an impressive 22.3% operating margin in Q4 [11] - Lululemon's shares trade at a P/S ratio of 1.7, the lowest in 16 years, making it an attractive valuation compared to Nike [14]
How To Know Which Consumer Stocks the Iran War Has Put Most at Risk
Investopedia· 2026-03-19 19:26
Core Viewpoint - The conflict in the Middle East has led to disruptions in shipping lanes and a significant increase in oil prices, which may have far-reaching impacts on global stock portfolios [1] Group 1: Impact on Shipping and Oil Prices - Shipping lanes have been disrupted due to the ongoing conflict in the Middle East [1] - Oil prices have spiked as a result of the conflict, indicating heightened market volatility [1] Group 2: Global Financial Implications - The rise in oil prices raises the risk of ripple effects that could negatively impact stock portfolios worldwide [1]
Unboxing the $250 Nike Special Edition Powerbeats Pro 2 Earbuds
CNET· 2026-03-17 22:08
The new Powerbeats Pro 2 Nike Special Edition is the first time it's linked up with Nike. The buds have the Nike Swoosh on the right bud and the Beats "b" on the left, as well as Nike's two-tone black and yellow colors and its "Just Do it" slogan printed inside the lid. They're available via an early-access lottery today on SNKRS, then they'll launch globally on March 20 for $250. #beats #earbuds #nike #powerbeatspro2 ...
Athletic Lifestyle Product Is Becoming a Tough Sell in Europe
Yahoo Finance· 2026-03-17 21:18
There’s softness in lifestyle sneaker demand across Europe. BNP Paribas equity research senior analyst Laurent Vasilescu doesn’t think there’s a near-term recovery on the way for the category, following series of calls with Dieter Schott, the commercial director and senior executive of Sport 2000. Sport 2000 is a leading sporting goods retailer in Europe — it has 3,000 locations that generated 5.3 billion euros in revenue in 2025. A recent group call focused on category trends and early reads for 2026. M ...
X @Xeer
Xeer· 2026-03-17 20:24
We’re almost 3 months into 2026 and not a single person knows who acquired RTFKT from Nike. https://t.co/pr5rL8VQTz ...
DICK'S Sporting Goods and NIKE, Inc. Enlist Dave "Lil Dicky" Burd and Diana Taurasi to Find the Next Generation of Hoopers with "The Scouts Are Out" Campaign
Prnewswire· 2026-03-17 16:00
DICK'S Sporting Goods and NIKE, Inc. Enlist Dave "Lil Dicky" Burd and Diana Taurasi to Find the Next Generation of Hoopers with "The Scouts Are Out" Campaign Accessibility StatementSkip Navigation -- Also featured are Jayson Tatum, Sabrina Ionescu, Shai Gilgeous-Alexander, Stephon Castle and Tyran Stokes PITTSBURGH, March 17, 2026 /PRNewswire/ -- Today, DICK'S Sporting Goods (NYSE: DKS), in collaboration with NIKE, Inc. (NYSE: NKE), unveiled "The Scouts are Out", a new campaign launching ahead of basketball ...
X @Bloomberg
Bloomberg· 2026-03-17 14:05
Beats and Nike announced a limited-edition version of the Powerbeats Pro 2 earbuds featuring the sportswear company’s iconic swoosh logo https://t.co/YXbTiiCXOZ ...
The Swoosh Meets the ‘b': Beats and Nike Unveil Historic First-Ever Collaboration for Powerbeats Pro 2
Businesswire· 2026-03-17 14:00
CULVER CITY, Calif.--(BUSINESS WIRE)--Today, Beats and Nike announced the first hardware collaboration in their shared history: Powerbeats Pro 2 – Nike Special Edition. In a landmark design shift, Beats has—for the first time—shared its iconic earbud real estate with a partner, featuring the Nike Swoosh on the right bud and the signature Beats "b†on the left. The limited-edition release marries Nike's high- energy "Volt†color palette with the industry-leading audio tech of the Powerbeats Pro 2. ...
Starbucks vs. Nike: Which Dividend Stock Is a Better Buy?
The Motley Fool· 2026-03-17 00:40
It has been a challenging environment for many consumer-facing brands. And two of the most recognizable names in the world -- Starbucks (SBUX 1.33%) and Nike (NKE +1.37%) -- have not been immune to the pressure. Both companies have faced recent periods of sluggish demand and shifting consumer habits, forcing management teams to rethink their strategies.But for dividend investors, a pullback in consumer giants can sometimes create an opportunity.Both Starbucks and Nike pay meaningful regular dividends, rewar ...