I’m surprised with how uniformly strong price points are in the athletic specialty channel – in both apparel and footwear. Yes, there has been a slight shift in mix to outerwear (higher price), the shoe companies are coming out with better product (to defend against UnderArmour), and retail is cycling weak price points last year. But facts are facts and the numbers don’t lie.
The offset is that unit sales are not keeping up, and the supply/demand equation is adding up to flattish trendline sales. But hey, is that really a disaster in this climate? Something to consider as it relates to DKS, HIBB, FL, and FINL. I have to dust off those files.
The offset is that unit sales are not keeping up, and the supply/demand equation is adding up to flattish trendline sales. But hey, is that really a disaster in this climate? Something to consider as it relates to DKS, HIBB, FL, and FINL. I have to dust off those files.
