US Sportswear demand tracker (June 2026): U.S. Apparel & Specialty Retail

Research evidence excerpt

US Sportswear demand tracker (June 2026): U.S. Apparel & Specialty Retail

22 July 2026

U.S. Apparel & Specialty Retail

US Sportswear demand tracker (June 2026)

We publish a regular set of real-time data points to track demand and supply trends across Aneesha Sherman

+1 917 344 8457 US Sportswear brands and retailers, including foot traffic, spending, web traffic, SKU counts,

aneesha.sherman@bernsteinsg.com markdown breadth, markdown depth, average prices, and app engagement. Traffic trends

continue to show signs of sequential improvement for Sportswear brands, web traffic

Jessica Tian accelerated meaningfully in June across brands and retailers, and prices remain clearly up

+1 917 344 8413

jessica.tian@bernsteinsg.com YoY after tariff-driven increases, suggesting that US consumer demand remains healthy,

though sales trends remain bifurcated by brand.

Jed Hodulik

+1 917 344 8594 Foot traffic trends are sequentially improving, web traffic has accelerated broadly,

jed.hodulik@bernsteinsg.com but observed sales trends vary by brand. Nike and Adidas both showed improvement

in foot traffic in June, with the overall Sportswear sector also improving sequentially, likely

driven by the World Cup. Web traffic was strong across most of the group, with particular

strength across large Sportswear brands, retailers, and running brands. However, sales

trends are more uneven: Adidas continues to look very strong, On trends have improved,

and emerging brands Alo and Vuori are still outperforming on growth, although traffic

trends are becoming more uneven as they mature. Meanwhile, Nike trends remain negative,

declines continue to worsen at Lululemon, and Deckers trends have decelerated to flat/

slightly negative.

Inventory remains broadly flattish with promotions still manageable.