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Opinion
On: the challenger that can afford to say no
Nike and Lululemon did not stop knowing. They stopped being able to refuse. On earns 65.4 points of gross margin and still has two founders who are not afraid of saying no and losing a fifth of the share price in a morning. That is the whole of this episode.
News briefs
R&D: Asics sets up Institute of Sport Science Australia
The Asics Oceania unit will study running, sudden changes of direction and netball with local universities and podiatrists.
Article
The marathon’s new core runner is a woman in her 20s
Young women now lead London’s under-30 field and match men in Boston. Within a few years, they could lead whole fields.
Peloton ups bond to $700m to retire term loan
CEO Peter Stern and CFO Sid Thacker both named a lower cost of capital and more flexibility as goals.
R&D: Asics sets up Institute of Sport Science Australia
The Asics Oceania unit will study running, sudden changes of direction and netball with local universities and podiatrists.
Vulcabras Q3 recurring net income falls 14.3%
Online sales are falling by choice, and margins are paying for it. A stronger balance sheet gives the Brazilian group time.
A bank and a K-pop label dress runners in Hyosung yarn
Race organizers with no sportswear business are sourcing recycled kit from the spandex maker, from yarn to finished garment.
Nike adds a second finance hire before Q2 2027 results
An insider who knows Nike’s operations takes charge of the accounts while the company books the first Pace restructuring charges.
Anta Group signs new three-year partnership with UNHCR
The renewed partnership extends the group’s domestic sport and education giving into international humanitarian aid.
Peloton adds specialist retail partner in Canada
CEO Peter Stern has said retail matters more as Peloton enters new product categories, the first due in fall 2027.
World Athletics creates running department
The global track and field body now has a single unit for road, trail and treadmill running, led by Jakob Larsen.
Vienna Marathon brings AI-powered technology to the race
Around 39 percent of runners already travel from outside Austria. AI will now show who they are and what they want.
On continues to grow in Q3: The next phase of growth comes at a price
Strong sales and record underlying gross margins underline the Swiss brand’s premium positioning. But rising operating costs and investments in new sports, technology and marketing come at a price.
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Comdaily AI study, part 2: when skiers ask AI
Part two of comdaily’s SGIE exclusive: in German-language AI answers, premium-technical brands lead ski and rainwear advice.
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Visibility tools show where a brand appears in AI answers. Pitot Group’s new index reads what models understand before anyone asks.
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SGIE exclusive: GEO specialist comdaily tested 504 German-language AI answers on running shoes, training apparel and wearables. Here are the findings.
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Winter sports: the 2026 State of Play
Skier visits, participants and federation counts for the US, Europe, Japan, China and ice sports, with each method compared.
The marathon’s new core runner is a woman in her 20s
Young women now lead London’s under-30 field and match men in Boston. Within a few years, they could lead whole fields.
Running winners at ISPO compete on how shoes are made
Printing to order, aerospace plate fiber and algae soles: ISPO Excellence Awards 2026 celebrate manufacturing innovation
Lululemon launches Ventscape cold-weather run vest
Lululemon presented the Ventscape Run Vest, built with PrimaLoft insulation and mesh panels, at CIIE in Shanghai
Asics softens the Gel-Nimbus with a new foam
The 29th Gel-Nimbus gets FF Luxe Plus foam and a wave-patterned sole as Asics guards its core running business.
Decathlon brings recycled carbon fiber to padel
Decathlon says swapping in recycled carbon cuts the hitting face’s footprint by about 31 percent. Suggested price: €130.
Meet the challenger: a local racket on Indonesia’s courts
Noble Heist competes with global names on recall, price and community trust, selling via padel clubs.
FIP World Padel Report 2026: 40 million players
FIP counts 91,234 courts, up 17.9 percent in ten months, and €6.84 billion of yearly padel spending, worth €8.6 billion of GDP.
Premier Padel to sell data, streams to betting industry
Premier Padel has appointed iGame Media as its exclusive distributor of official betting data and live streams, covering more than 2,400 matches a year from the 2027 season – a deal the tour says will generate new revenue to reinvest in the professional game.
Caitlin Clark is DICK’S first partner: Our analysis
The multiyear deal makes the WNBA star the first athlete partner of DICK’S and Foot Locker, from campaigns to community work.
Retro outline, new technology: Reebok’s Question recoded
The 30th-anniversary rebuild of Allen Iverson’s 1996 basketball shoe goes on sale in the US on Nov. 10, ahead of a global launch on Nov. 16.
The insole market leader steps onto the court
The estimated market leader adds court sports to its range while its home-scan personalization earns TIME recognition.
Solestar launches carbon-core football insole
Priced at €99, the insole fits boots from several makers. RB Leipzig captain David Raum is Solestar’s first football ambassador.
Peloton ups bond to $700m to retire term loan
CEO Peter Stern and CFO Sid Thacker both named a lower cost of capital and more flexibility as goals.
Oura puts its ring on trial in obesity care
Announced Oct. 28, the 52-week UC San Diego Health study enrolls up to 260 adults on GLP-1 drugs or after bariatric surgery.
Whoop signs LeBron James as global ambassador
After 11 years as a member, LeBron James becomes a Whoop ambassador as the wearables brand eyes the stock market.
What comdaily’s AI study means for sporting goods brands
SGIE exclusive: GEO specialist comdaily tested 504 German-language AI answers on running shoes, training apparel and wearables. Here are the findings.
A bank and a K-pop label dress runners in Hyosung yarn
Race organizers with no sportswear business are sourcing recycled kit from the spandex maker, from yarn to finished garment.
Anta Group signs new three-year partnership with UNHCR
The renewed partnership extends the group’s domestic sport and education giving into international humanitarian aid.
The car, not the kit, is sport’s biggest carbon cost
Decathlon’s new study of nine sports finds that travel produces three times the emissions of the gear athletes buy.
Reju partners six mills on regenerated polyester
Mills in Portugal, Lithuania, Sweden and the US will develop fabrics with the Technip Energies-owned recycler for its brands.
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