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But it not going unnoticed, as Nike understands the shifting market dynamics, both in terms of the digital disruption that is changing how people shop, and the competitive landscape.That why Nike is dramatically cutting the time it takes to bring new products to market in order to stay up with current trends. At the same time, the company is successfully growing its outlet and e commerce business, even as sales with wholesale partners soften, owing in part to weakness in the performance basketball segment the company has long dominated.Nike remains the major player in basketball, and while Adidas has made some gains, they haven been as significant as Nike encroachment on Adidas soccer business. Nike success there is partly due to its ownership of hot properties such as sponsorships of the Brazil and English national teams.But basketball is Nike bread and butter: It continues to grow its retro basketball business by increasing the number of pairs in the market.
Whether a school accepts PGs or not has become an irrelevant factor (if it ever was relevant). It is difficult to find a private school at the 9 12 grade level across the country that does not have a handful of reclassified players. Brunswick is no exception.
Credit Suisse looked at more than 3,800 Lululemon SKUs on the clothing retailer web site and found that full priced and in stock positions have improved since January.Analyst Christian Buss considers this a positive development considering Lululemon recent supply chain challenges, but he still has doubts.He told clients that product offerings for both men and women have had meaningful gains, up 30% and 70%, respectively, year over year.The total number of available SKUs is 3,868, up 37% (yoy) and 17% since January, putting Lululemon offerings above the mid point of its 18 month range of 2,441 to 4,141.availability has increased modestly, suggesting inventory catch up is occurring, Mr. Buss said, adding that promotional activity is also moderating. Improving trend will likely benefit Lululemon margin profile.