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16 handpicked stocks

Navigating The Sportswear Shake-Up

Puma's recent profit warning, driven by U.S. tariffs and weak demand, signals a broader disruption in the sportswear industry. This situation creates a potential opening for rival brands to gain market share and for off-price retailers to benefit from sector-wide inventory challenges.

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Author avatar

Han Tan | Market Analyst

Updated 2 days ago | Published at Jul 25

About This Group of Stocks

1

Our Expert Thinking

When major players in the sportswear industry face challenges from tariffs and weak demand, it creates opportunities for their competitors. This group captures both direct rivals who could gain market share and off-price retailers who benefit from inventory disruptions across the sector.

2

What You Need to Know

This is a tactical play on sector-wide disruption in the global sportswear market. The theme includes both athletic apparel brands and discount retailers, offering exposure to different ways companies can benefit from industry shake-ups and shifting consumer patterns.

3

Why These Stocks

These companies were handpicked by professional analysts based on their potential to capitalize on current sportswear industry challenges. They represent both direct competitors positioned to capture market share and off-price retailers that thrive when inventory builds up across the sector.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NKE

Nike, Inc.

NKE

Current price

$76.27

Leading athletic footwear and apparel company positioned to benefit from competitor challenges.

LULU

Lululemon Athletica Inc.

LULU

Current price

$219.43

Premium athletic apparel brand with strong market positioning in activewear.

TJX

TJX Companies, Inc., The

TJX

Current price

$126.44

Off-price retailer that benefits from inventory disruptions in the apparel industry.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+27.42%

Group Performance Snapshot

27.42%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 27.42% over the next year.

11 of 16

Stocks Rated Buy by Analysts

11 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Market Share Up for Grabs

When a major player stumbles, competitors often swoop in to capture their customers. This disruption could create significant opportunities for well-positioned rivals.

💰

Discount Shopping Goldmine

Industry-wide inventory build-ups mean off-price retailers can snag brand-name goods at steep discounts, boosting their margins and attracting bargain-hunting consumers.

Tactical Timing Play

This sector shake-up creates a near-term opportunity to capitalize on shifting competitive dynamics and supply chain disruptions before the market stabilizes.

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