January inflation and China tariffs raise concerns about the economy; Brooks Running keeps on shining; On recieves a down-grade (Elmo says uh-oh); Under Armour is knee-deep in turn-around efforts
Agreed! A lot of unknowns. Fortunately for the running community, running is extremely accessible. It will be fun to watch brands get great creative on how they meet consumers where they are, double down on more "core level" product, etc. etc.
Really enjoyed how you put this data together making it digestable with funny quips and your own voice. One of my best running friends until recently ran for years in Under Armour shoes and I thought it was so strange because she was the only person I knew...alas she switched to Saucony and I think she is there to stay. And the part about Peloton was especially interesting to me since my husband got me the bike for Christmas, then experienced the worst customer service ever with an issue we had...but ultimately kept the bike and do love the equipment.
Thanks Jane! Yes, I honestly don’t know if I know a single person who’s ever run in UA besides Cam Hanes 😂😂
Peloton is funny. They have such a corner of their market but they seem to have one issue after another. Whether hardware, software, customer service. And yet it seems there isn’t really a better alternative is there?
Great stuff, thanks! It will be interesting to see how the tariffs will add to the inflation and how that affects consumer spending.
Agreed! A lot of unknowns. Fortunately for the running community, running is extremely accessible. It will be fun to watch brands get great creative on how they meet consumers where they are, double down on more "core level" product, etc. etc.
It‘ll be interesting to see if they change forecasting and model lineups to avoid having too many shoes at the end of the season left in stock.
Really enjoyed how you put this data together making it digestable with funny quips and your own voice. One of my best running friends until recently ran for years in Under Armour shoes and I thought it was so strange because she was the only person I knew...alas she switched to Saucony and I think she is there to stay. And the part about Peloton was especially interesting to me since my husband got me the bike for Christmas, then experienced the worst customer service ever with an issue we had...but ultimately kept the bike and do love the equipment.
Thanks Jane! Yes, I honestly don’t know if I know a single person who’s ever run in UA besides Cam Hanes 😂😂
Peloton is funny. They have such a corner of their market but they seem to have one issue after another. Whether hardware, software, customer service. And yet it seems there isn’t really a better alternative is there?