Lululemon、Under Armour和adidas在2019年上半年实现强势的股票收益,领先运动用品行业主要品牌。总体而言,SGB Executive所做的研究涵盖77家行业股票,其中有58%呈现上涨。
Lululemon于本(2019)年6月公布第一季集团盈利再次超越美国华尔街目标,展现14.4%成长,该公司股价除在2018年上涨54.7%外,在2019年上半年也超前48.2%。Under Armour的品牌业务表现持稳,2018年回复22.5%后,在2019年上半年上涨了43.5%。由于担心成长放缓,adidas在2018年仅上涨6%,2019年前六个月股价翻转上涨了47.8%。Clarus Corp.上涨42.7%,Deckers Brands上涨37.5%,其他行业股票在2018年都呈上涨趋势。
2018年股票下跌2019上半年出现反弹的企业有Skechers、GoPro、Gildan Activewear、Hibbett Sports和Hanesbrands。VF Corp.在2018年损失1.3%后,今年上涨22.4%。Nike和Dick’s Sporting Goods有很大的进展符合更广泛的市场平均水平。Columbia Sportswear 2018年股价涨幅为18.2%,2019年则上涨19.1%。
上半年股票下跌问题包括受到挑战的有百货公司和商业狩猎领域(hunting spaces)中的几档股票。低价鞋连锁店也失去了市场。Nautilus出现最大跌幅,由于执行长辞职,股价崩跌79.7%,广告投放失误导致Nautilus直接产品部门在第一季营收减少。在上半年股价显著下跌的有Canada Goose、Foot Locker、Newell Brands和Big 5 Sporting Goods。
三个主要指数在六个月内全都出现上扬趋势,并且接近历史高位。贸易问题导致前几个月股市面临到压力,美联储(Federal Reserve)的鼓舞言论使得市场在6月出现广泛反弹。
在六个月中,标准普尔500指数(S&P 500 Index)上涨了17%,道琼斯工业平均指数(Dow Jones Industrial Average)上涨了14%,科技股的纳斯达克综合指数(Nasdaq Composite Index)上涨了20%。
公司名 | 代号 | 2019年6月18日 | 2018年12月28日 | 变动率(%) |
Iconix Brand Group, Inc. | ICON | $0.85 | $0.08 | 962.50% |
Boot Barn Holdings, Inc. | BOOT | $35.64 | $17.03 | 109.28% |
Phoenix Footwear Group, Inc. | PXFG | $0.20 | $0.10 | 100.50% |
Winnebago Industries, Inc. | WGO | $38.65 | $24.21 | 59.64% |
Lululemon Athletica, Inc. | LULU | $180.21 | $121.61 | 48.19% |
adidas AG | ADDYY | $154.21 | $104.34 | 47.80% |
Under Armour, Inc. | UAA | $25.35 | $17.67 | 43.46% |
Clarus Corporation | CLAR | $14.44 | $10.12 | 42.69% |
eBay, Inc. | EBAY | $39.50 | $28.07 | 40.72% |
Skechers U.S.A., Inc. | SKX | $31.49 | $22.89 | 37.57% |
Deckers Outdoor Corporation | DECK | $175.97 | $127.95 | 37.53% |
Hanesbrands, Inc. | HBI | $17.22 | $12.53 | 37.43% |
Zumiez, Inc. | ZUMZ | $26.10 | $19.17 | 36.15% |
Delta Apparel, Inc. | DLA | $23.18 | $17.23 | 34.53% |
Target Corporation | TGT | $86.61 | $66.09 | 31.05% |
Costco Wholesale Corporation | COST | $264.26 | $203.71 | 29.72% |
GoPro, Inc. | GPRO | $5.46 | $4.24 | 28.77% |
Gildan Activewear, Inc. | GIL | $38.68 | $30.36 | 27.40% |
Hibbett Sports, Inc. | HIBB | $18.20 | $14.30 | 27.27% |
Johnson Outdoors, Inc. | JOUT | $74.57 | $58.74 | 26.95% |
Acushnet Holdings Corp. | GOLF | $26.66 | $21.07 | 26.53% |
Amazon.com, Inc. | AMZN | $1,893.63 | $1,501.97 | 26.08% |
Garmin Ltd. | GRMN | $79.80 | $63.32 | 26.03% |
V.F. Corporation | VFC | $87.35 | $71.34 | 22.44% |
Ross Stores, Inc. | ROST | $99.12 | $83.20 | 19.13% |
Columbia Sportswear Company | COLM | $100.16 | $84.09 | 19.11% |
Walmart, Inc. | WMT | $110.49 | $93.15 | 18.62% |
The TJX Companies, Inc. | TJX | $52.88 | $44.74 | 18.19% |
SPY, Inc. | XSPY | $0.07 | $0.06 | 13.33% |
Nike, Inc. | NKE | $83.95 | $74.14 | 13.23% |
Callaway Golf Company | ELY | $17.16 | $15.30 | 12.16% |
Dick’s Sporting Goods, Inc. | DKS | $34.63 | $31.20 | 10.99% |
J. C. Penney Company, Inc. | JCP | $1.14 | $1.04 | 9.62% |
Olin Corporation | OLN | $21.91 | $20.11 | 8.95% |
Winmark Corp. | WINA | $173.15 | $159.00 | 8.90% |
Camping World Holdings, Inc. | CWH | $12.42 | $11.47 | 8.28% |
Canadian Tire Corporation, Ltd. | CTC.TO | $228.00 | $211.10 | 8.01% |
Amer Sports Corporation | AMEAS.HE | $40.79 | $38.37 | 6.31% |
Vail Resorts, Inc. | MTN | $223.18 | $210.82 | 5.86% |
G-III Apparel Group, Ltd. | GIII | $29.42 | $27.89 | 5.49% |
Rocky Brands, Inc. | RCKY | $27.28 | $26.00 | 4.92% |
Stage Stores, Inc. | SSI | $0.77 | $0.74 | 4.05% |
Dillard’s, Inc. | DDS | $62.28 | $60.31 | 3.27% |
Sturm, Ruger & Company, Inc. | RGR | $54.48 | $53.22 | 2.37% |
PVH Corp. | PVH | $94.64 | $92.95 | 1.82% |
Escalade, Inc. | ESCA | $11.47 | $11.45 | 0.17% |
RYU Apparel Inc. | RYUN | $0.19 | $0.19 | -0.32% |
Helen of Troy | HELE | $130.59 | $131.18 | -0.45% |
Brunswick Corporation | BC | $45.89 | $46.45 | -1.21% |
Genesco, Inc. | GCO | $42.29 | $44.30 | -4.54% |
Weyco Group, Inc. | WEYS | $26.71 | $29.17 | -8.43% |
DSW, Inc. | DSW | $22.51 | $24.70 | -8.87% |
Emerald Expositions Events, Inc. | EEX | $11.15 | $12.34 | -9.64% |
Canada Goose Holdings, Inc. | GOOS | $38.73 | $43.72 | -11.41% |
Fitbit, Inc. | FIT | $4.40 | $4.97 | -11.47% |
Wolverine World Wide, Inc. | WWW | $27.54 | $31.89 | -13.64% |
Sportsman’s Warehouse Holdings, Inc. | SPWH | $3.78 | $4.38 | -13.70% |
Apex Global Brands (Cherokee) | APEX | $0.42 | $0.50 | -16.00% |
Newell Brands, Inc. | NWL | $15.42 | $18.59 | -17.05% |
Shoe Carnival, Inc. | SCVL | $27.60 | $33.51 | -17.64% |
Unifi, Inc. | UFI | $18.17 | $22.84 | -20.45% |
Foot Locker, Inc. | FL | $41.92 | $53.20 | -21.20% |
Vista Outdoor, Inc. | VSTO | $8.88 | $11.35 | -21.76% |
Designer Brands (DSW) | DBI | $19.17 | $24.70 | -22.39% |
Crocs, Inc. | CROX | $19.75 | $25.98 | -23.98% |
Big 5 Sporting Goods Corporation | BGFV | $1.95 | $2.59 | -24.71% |
Gaia, Inc. | GAIA | $7.58 | $10.36 | -26.83% |
Macy’s, Inc. | M | $21.40 | $29.78 | -28.14% |
Kohl’s Corporation | KSS | $47.55 | $66.34 | -28.32% |
Caleres, Inc. | CAL | $19.92 | $27.83 | -28.42% |
Tilly’s, Inc. | TLYS | $7.63 | $10.86 | -29.74% |
American Outdoor Brands Corporation | AOBC | $9.01 | $12.86 | -29.94% |
The Gap, Inc. | GPS | $17.97 | $25.76 | -30.24% |
Sequential Brands Group, Inc. | SQBG | $0.55 | $0.80 | -31.25% |
Nordstrom, Inc. | JWN | $31.86 | $46.61 | -31.65% |
Dorel Industries, Inc. | DII-B.TO | $10.61 | $17.64 | -39.85% |
Duluth Holdings, Inc. | DLTH | $13.59 | $25.23 | -46.14% |
Nautilus, Inc. | NLS | $2.21 | $10.90 | -79.72% |