The Outdoor Industry Compass - Executive Editions

Compass Vol 14 n°20-1

Outdoor Industry Compass: Vol 14 - No 20

2021-10-15T06:10:00+01:00

Outdoor industry stocks declined by 6% in Q3 | The rugged outdoor footwear market fell by 5.6% in 2020 | Global bicycle stocks: Demand remains strong, but supply chain prevents further highs | Pon Holdings acquires Dorel Sports | Helen of Troy’s Hydro Flask sees Q2 sales progress, raises FY outlook | Former CEO of Private Sport Shop group to join Moustache Bikes as CEO | Vaude plans to be globally climate-neutral next year | Major investment in Portuguese bicycle production for the EU market | RevolutionRace publishes first sustainability report after IPO | E-commerce with strongest growth in Germany in Q3 since 2017 | ILO adopts first code of practice on safety and health in the supply chains | Odlo reorganizes its business structure in German-speaking countries | Bründl Sports opens new flagship store, carries Marcel Hirscher’s new ski and apparel brands | Prophete Group with management change after successful turnaround | EOG Partner Page

Compass Vol 14 n°19-1

Outdoor Industry Compass: Vol 14 - No 19

2021-09-30T15:13:00+01:00

OutDoor by ISPO 2021 canceled | Gore-Tex unveils new ePE membrane | Kathmandu’s sales rise 15% | Retailers start climate protection initiative | Outdoor strong in ISPO Consumer Insights Report | Bike24 starts share buyback | EOCA partners with Business for Nature | Higg starts supply chain traceability program | Bollé Brands with executive changes

Compass Vol 14 n°18-1

Outdoor Industry Compass: Vol 14 - No 18

2021-09-17T09:01:00+01:00

Travis Campbell acquires Eagle Creek from VF, European organization stays on board | Houdini drives expansion of circular economy movement with new shareholder | OutDoor by ISPO Global Summit Edition: First real industry gathering after more than 18 months / Interview with Dr. Jeanette Friedrich | OutDoor by ISPO Global Summit Edition reveals event program | JD Sports Fashion’s outdoor segment turns around | Allbirds files for IPO but remains loss-making, plans to open up new apparel categories | New Mavic owner Bourrelier Group sets successful future course | Pierer Mobility on track for 11th record year in a row | Dalbello teams up with Life Reskiboot to develop a circular economy system | Oeko-Tex reports successful 2020/21 year, with strong growth for Made in Green label | German bike and mobility industry calls for sustainable mobility summit | Eurobike Awards 2021 show the industry’s creative energy

Compass Vol 14 n°16+17-1

Outdoor Industry Compass: Vol 14 - No 16+17

2021-08-27T10:01:00+01:00

Sport Holding acquires Bergans of Norway | On Holding files registration for IPO | EOG unveils retail-specific content for OutDoor by ISPO | EOG State of Trade: Outdoor wholesale value drops 9.5% in 2020 | After strong Q2, Wolverine again raises full-year outlook | Anta’s profits more than double in H1, Amer bounces back | Columbia lifts guidance after strong Q2, but CEO attacks freight “monopoly” | Fenix’ Q2 sales up, but sluggish German performance weighs on overall result | VF raises FY guidance as Q1 sales and profits beat estimates | Clarus raises guidance as Q2 sales growth accelerates | Topgolf and golf boost Callaway, outdoor also shows resilience | Giant with strong H1 figures, production to be expanded with factory in Vietnam | Leatt continues on record track in 2021 | New CEO and board members for Ecco | SRAM Group opens Time pedal factory in Portugal | SSU reorganizes management of Internetstores Group | Black Diamond hires ski industry veteran Mike Hattrup | More details on consumer integration at ISPO Munich | EOG partner page

Compass Vol 14 n°14+15-1

Outdoor Industry Compass: Vol 14 - No 14+15

2021-07-23T05:57:00+01:00

Outdoor company stocks continue to gain ground in Q2 | Global bicycle stocks chart Q2 2021: Still riding the wave | OutDoor by ISPO 2021: Less exhibition, more conference | Thule benefits from growing recreational trends despite lockdowns in Q2 | Dometic Q2 sales rebound but supply-chain issues persist | Helen of Troy’s Hydro Flask starts year strongly | Anta Sports Q2 sales growth continues at slightly slower pace | New anglers help Rapala reel in strong H1 sales rise | Calida Group to sell Millet Mountain Group | Silva acquired by growth equity investor, paving way for expansion | USWE expands offering with premium cycling apparel through acquisition of VOID Cycling | Eurobike 2022 will relocate from Friedrichshafen to Frankfurt | SOG starts circular outdoor project | Portugal officially inaugurates Europe’s first large-scale carbon frame factory | ABS and Pyua with new shareholders and sales manager | Klarna acquires social shopping platform Hero | New Canadian trail running brand norda launches seamless shoe made of bio-based Dyneema | DDK Group increases production capacity with new factories in Vietnam | Canada Goose to drop all animal fur by end of 2022 | EOG Partner Page

Compass Vol 14 n°13-1

Outdoor Industry Compass: Vol 14 - No 13

2021-06-25T07:03:00+01:00

Anta Sports publishes profit warning | bd-capital invests in shopping club SportPursuit | Signa Sports United buys bike e-tailer Wiggle - and plans to go public | Colonna takes the helm at K2-MDV | Eagle Creek to be shut down in fall for financial and strategic reasons | Munich trade shows possible from September, including OutDoor by ISPO | Sasta wins Scandinavian Outdoor Award for plus size jacket | Pentland’s report on modern slavery exposes critical supply chain practices | Supply Chain Act adopted by German parliament, EU to follow up with stricter rules | Private equity firm invests in German bicycle retailer LJB | Amnesty accuses China of crimes against humanity in Xinjiang | EOG Partner Page

Compass Vol 14 n°12-1

Outdoor Industry Compass: Vol 14 - No 12

2021-06-11T06:32:00+01:00

New boss and new structures for Dachstein’s parent | Bike and sports e-commerce retailer Bike24 plans to go public in 2021 | Zumiez sales more than doubled | Clarus to acquire Australian roof rack manufacturer Rhino-Rack | IPO of the bicycle certificate based on first and newly created bicycle stock index | Spanish bike sales hit the 1.5m milestone | Live video shopping: Isbjörn pilots with Streamify, Go Instore sees popularity despite end of lockdown | Sports and outdoor brands emerge as circularity champions in new Textile Exchange report | Accelerating Circularity launches European arm with EOG on founding committee | Sustainable Apparel Coalition and Higg launch new transparency program

Compass Vol 14 n°11-1

Outdoor Industry Compass: Vol 14 - No 11

2021-05-28T06:37:00+01:00

Vista unveils four-year plan with ambitious strategic goals | VF Corp. launches new incubator platform to develop innovative business models | Goldwin turns around in Q4, budgets 10% growth | Canada Goose forecasts record revenue as Q4 profits rise | VF’s momentum on the rise, positive outlook for 2022 | Deckers grows in Q4, led by further expansion of Hoka One One | Leatt’s chase for records continues | Myanmar: a cheap hotspot getting even hotter | Nepal in humanitarian crisis, donations needed | French investor takes over Swiss e-bike pioneer Stromer | Wise Equity acquires one-third stake in Selle Royal Group | U.S. bike industry veteran to head Hero International in London | Tentree is officially climate neutral | EOG Partner Page

Compass Vol 14 n°10-1

Outdoor Industry Compass: Vol 14 - No 10

2021-05-14T06:07:00+01:00

Columbia raises guidance after a good Q1 | Clarus raises full-year guidance after Q1 sales jump | Jack Wolfskin recovers from pandemic faster than expected, online sales up 108% | Wolverine raises guidance due to strong first quarter | Vista Outdoor Q4 sales rise 40% | Bicycle boom pushes Q1 sales at Dorel | GoPro revenue up 71 percent thanks to subscriptions and high-end cameras | CODI’s sales surge by 38%, led by Boa | Lockdown life drives demand growth for Johnson Outdoors in Q2 | Fox Factory Q1 sales shine with surge in bicycle product sales | Bicycle boom gives Austrian specialist retail some record boosts | Authentic Brands Group and SPARC to acquire Eddie Bauer | Oberalp Group will present new collections and behavioral study at Virtual Convention on May 18 | ISPO Group without Markus Hefter | Boardriders without Peter Knoll | A.S. Adventure Group becomes Yonderland as it completes its refinancing | Cotton Trust Protocol partners with TextileGenesis blockchain

Compass Vol 14 n°9-1

Outdoor Industry Compass: Vol 14 - No 9

2021-04-30T05:51:00+01:00

U.K. investment firm to acquire Mammut | Mixed results for Fenix Outdoor | The North Face plans 100 percent sustainable face materials by 2025 | WeSports acquires Nordic Outdoor & Sports Group | Helen of Troy reports strong Hydro Flask sales | New Wave posts Q1 profit | Mips Q1 sales boosted by strong bike helmet demand | Moncler with double-digit sales growth in Q1 despite setbacks in Europe | Shimano continues to perform well in Q1 | Dometic acquires Valterra Products | Canada Goose sees itself well on track to achieve sustainability goals | Mavic Group 2021 overview includes clear roadmap for the future | Two new RTE bike factories, new target groups

Compass Vol 14 n°8-1

Outdoor Industry Compass: Vol 14 - No 8

2021-04-16T07:20:00+01:00

Outdoor companies’ stocks up by 18.9% in Q1 | Global bicycle stocks Q1 2021: The soaring continues | Lower losses in JD’s outdoor retail operations | Pierer Mobility with new sales and revenue records in Q1 | Hervis with new flagship stores focusing on bike and outdoor | HDE calls for new retail regulations; retailers fear 60% loss with compulsory corona testing | Adidas and Parley team up for sustainable Mountains To Oceans outdoor capsule | Teva works to divert products from landfills with new sandal recycling initiative | Taiwan’s 2020 exports: It’s all about e-bikes | LifeStraw receives B Corp certification | Hama Group acquires majority stake in Messingschlager | VF’s new fulfillment center in the U.K. begins operations | Former TNF innovation expert becomes CEO of new company to commercialize advanced textiles from Stanford Univ. lab | U.S. companies demand climate action from Biden administration

Compass Vol 14 n°7-1

Outdoor Industry Compass: Vol 14 - No 7

2021-04-02T07:20:00+01:00

Fenix Outdoor unveils its 2021 goals | Thule sets new sustainability targets | Anta reportedly quits Better Cotton Initiative to continue sourcing cotton from Xinjiang | Rip Curl still an engine of growth for Kathmandu | Fila lifts Anta’s results while Amer posts losses | Giant Group sets further sales and profit records in 2020 | European Outdoor Summit and OutDoor by ISPO merge in 2021 | BSI calls on German government to revise Supply Chain Act | Shimano turns 100, appoints new president and makes executive changes | Swiss referendum in June on new CO2 law | Keen turns its process for PFC-free footwear open-source | European carbon bike frame factory opened in Portugal | MTB cycletech manufacturer Velobaze calls it quits | Zweirad Union unveils production plan for Sangerhausen factory

Compass Vol 14 n°5+6-cover

Outdoor Industry Compass: Vol 14 - No 5+6

2021-03-19T11:28:00+00:00

Mammut online sales climb | Conzzeta in transformation | PAI retains control of A.S. Adventure | Calida may divest outdoor brands | Clarus sees strong growth | Accell reports strong results | Online retailer Bergfreunde continues to grow | Adidas ends 2020 with a small plus | Ecco had a challenging 2020 | Cycling demand boosts Dorel | A difficult year for Gregory and High Sierra | Bogs continues to perform well | Inline skating compensates for Covid-19 impact on Tecnica results | Record quarter for Fox | Eurobike still on course for physical event in September | Will IAA Mobility become the new bicycle platform? | Lenzing ends in the red | VF Foundation releases first Impact Report | SAC and Higg release a new value-chain tracker | Lightspeed acquires Vend to drive global retail expansion | U.S. bike dealers association supports The Big Gear Show | It’s Great Out There Coalition launches Outdoor Activity Days | The North Face launches campaign and collection celebrating women

Compass Vol 14 n°3+4-p1

Outdoor Industry Compass: Vol 14 - No 3+4

2021-02-26T09:12:00+00:00

Wolverine sees weak results, remains hopeful for 2021 | Europe helps drive VF Corp’s momentum | Jack Wolfskin’s parent records higher losses on higher sales | Rip Curl continues to support Kathmandu’s performance | Columbia bounces back in Q4 | Fenix ends 2020 in the red | Boa helps drive strong Q4 at CODI | Robust sales and earnings for Thule | Polygiene records best quarterly sales ever | Haglöfs reports stable sales in 2020 | Vista Outdoor’s momentum continues | Garmin’s outdoor and fitness sales surge | Shimano reports a good year | Record sales for Deckers Brands | E-commerce lifts Canada Goose’s sales | GoPro Q4 revenue misses estimates, subscriber numbers soar | SRAM buys Time Sport’s pedal business from Rossignol Group | New CEO for Arc’teryx, plans to accelerate DTC | ISPO and EOG announce phygital Outdoor by ISPO Global Summit Edition in July | Moncler’s annual sales down 12% despite good 4th quarter | Apex Global Brands to be sold to Galaxy Universal | VF expands the role of equity in its labor policy | Record result for Craft’s parent company | Delivery problems take their toll on Rose Bikes | Yeti’s sales and profits rocket | Newell’s sales up by 2.5 % | Messe München sees first ISPO Munich Online as a success | Mips: Bicycle boom boosts bike helmet sales | Ampler Bikes continues to expand after doubling sales in 2020 | VF plans to eliminate single-use plastic packaging by 2025 | Johnson Outdoors sees good results in Q1 | 2020 another record year for Pierer Mobility | Rapala bounces back in the second half of 2020 | Safilo’s Q4 sales growth driven by North America and Asia-Pacific | Unifi ends 2020 on a higher note | Tecnica launches ski boot recycling project | Bike Exchange: IPO on Australian Stock Exchange | Bike helmet brand Catlike acquired by Polisport | Swedish DTC brand RevolutionRace with new chairman | Vertical Pro trade show secures second important partner | The ISPO Award 2021 winners | Winners of the French Outdoor Awards Winter 2021

Compass Vol 14 n°1+2_coverpage

Outdoor Industry Compass: Vol 14 - No 1+2

2021-01-22T08:55:00+00:00

Outdoor industry stocks among the winners of 2020 | Michael White quits as president of Salomon | Record sales for Polygiene in Q4 | Pon sells stake in Accell | Hydro Flask struggles due to soft back-to-school season | ISPO Munich Online with more than 500 exhibitors and 5-day event program | Emerald acquires software company PlumRiver | Germany extends lockdown, France to impose curfew | Wolverine announces two executive appointments | Herrmans Group: Increasing investments in team and machinery | EOG and EDM intensify cooperation | Salewa introduces new “Committed” label for sustainable products | Deuter publishes social report 2019/20 | Oeko-Tex carries out its annual standards revision | EDM survey: How Covid-19 has impacted companies’ trade show budgets | Partner Page: A view from the European Outdoor Group

Compass Vol 13 n°23+24-cover

The Outdoor Industry Compass: Vol 13 - No 23+24

2020-12-18T08:46:00+00:00

Open Air Group invests in fast-growing Swedish outdoor brand Garphyttan | German bike company Canyon bought by Belgian Adidas shareholder | Jack Wolfskin has found a new CEO | New outdoor brand Artilect to hit stores next year | Outdoor stands out at Schwan Stabilo | Kathmandu’s revenues keep surging thanks to surf label Rip Curl | HeiQ now listed on the LSE | Arc’teryx aims for Fair Trade certification | EOCA surpasses “Plastic Free” target | Åre Skidfabrik invests for the future | FESI welcomes new EU Work Plan for sport in light of post-pandemic recovery | Germany’s BSI calls for European supply chain regulations | Zumiez posts good results in Q3 thanks to Blue Tomato and Fast Times | Apex’s sales down by 17% | Strong finish to a challenging year for Johnson Outdoors | Market for fishing gear to grow by 4% CAGR 2021-2027 | Rapala rolls out 13 Fishing to over 25 countries | Vaude presents new “Detox” CSR | Ortovox publishes fifth Social Report | Gore and Bionic Yarn collab to develop textiles made from ocean-bound plastics | Skylotec receives government funding for protective mask production facility

Screen Shot 2020-11-20 at 3.07.21 PM

The Outdoor Industry Compass: Vol 13 - No 21+22

2020-11-20T08:17:00+00:00

Columbia posts lower sales and earnings | Mixed results for Fenix | Goldwin’s profits dwindle | Jack Wolfskin’s owner Callaway up on golf momentum | Black Diamond sales improve but remain below last year | A glimpse into next year’s Ispo shows | Changing of the guard at Rossignol | Black Friday, and how the industry deals with it in times of Covid-19 | Craft’s parent can feel the pandemic, recovers a bit in Q3 | Gregory dropped by 13% in Q3, in group that fell by 65% | Canada Goose posts unexpected profit | Hoka One One helps Deckers Brands grow in Q2 | Canadian Tire’s retail business grows in Q3, Helly Hansen recovers | GoPro’s DTC approach drives profits | Wolverine’s revenues decline but exceed expectations | Outdoor, marine and fitness drive record Q3 for Garmin | Unifi reports improved demand in Q1 as recycled fibers find favor | Yeti sees strong Q3 | Arc’teryx opens first Icon Store with flexible DTC services | Columbia restructures senior leadership to support omni-channel, digital plans | Canada Goose wants to keep the planet cold and the people warm

Compass Vol 13n°19+20-cover

The Outdoor Industry Compass: Vol 13 - No 19+20

2020-10-23T09:23:00+01:00

Kathmandu benefits from Rip CurlThule posts strong results | Moncler reports a 14% drop in Q3 | Mammut’s results beat expectations | VF back to profits | Hydro Flask bounces back in Q2 | Outdoor industry stocks rose in Q3 | Houdini and Vaude share their know-how | Fire in Ukrainian ski factory | VF’s management fits new business model | Ryan Gellert will run Patagonia Works | Rainer becomes Oberalp’s CSO | Anta’s president will run Amer Sports | New owners for 4FRNT | SOG is climate positive, will focus on circular economy and turns 20 in 2021 | YKK wants to be climate neutral by 2050 | Oberalp Virtual Convention to focus on women; introduction of new brand expected | TÜV Süd issues warning regarding harmful substances in outdoor clothing | ABK is closing down | Fischer lays off 150 workers | New brand identity for avalanche airbag pioneer ABS | Bob Gore, inventor of Gore-Tex, has died

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Each Executive Edition includes insights you won’t find anywhere else:

  • Analysis and rankings of the major outdoor brands and retailers
    • Detailed analysis of earnings, public offerings, acquisitions
    • Analysis of Direct-to-Consumer and E-Commerce activity
    • Management news on patent, legal, trade and government issues
    • New developments on the international front
  • Retail and distribution landscape analysed
    • Retail consolidation - one of the biggest issues facing the outdoor industry
    • Analysis of E-tailers and online marketplaces
  • Key executive movements tracking and insights
  • Insights about consumer trends and behaviour
  • Screening of new business models & startups
  • Insights and analysis about technology, data & innovation