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Performance Outperforming

Data points continue to come in to support my 'shift back to athletic' theme.
  • The chart to the right shows the year/year change in market share for the running category (the best proxy for Performance), and 'Low Profile' (i.e. fashion) through the end of June. The trend is unmistakable.
  • I continue to think that on the margin this helps Foot Locker, and hurts Low Profile beneficiaries such as Skechers, DSW and Brown Shoe.