Consumer Edge：2026年美国体育用品行业展望报告（英文版）（27页）.pdf

1、Sporting Goods How 2025 consumer spending reveals whichformats,brands,and demographics are built towin in 2026Outlook 2026Executive SummaryTransaction data reveals which brands and formats are positionedto win in 2026.The Sporting Goods category entered a periodof normalization in 2025 following pan

2、demic-era growth that drove a surge in outdoorparticipation.Rising tariffs,sustainedinflationary pressures,and a pullback indiscretionary spending among middle-incomeconsumers weighed on the category,withoverall spend declining approximately 9%year-over-year in the trailing three monthsended January

3、 2026.Performance diverged sharply across formatsand geographies.Traditional general sportinggoods retail continued to face headwinds,while experiential concepts,most notablyDicks Sporting Goods House of Sport,emerged as standout performers,redefiningthe in-store experience and driving above-categor

4、y growth across all regions.Thelifestyle pivot,in which technical outdoorbrands successfully captured everydayapparel demand,emerged as another definingtrend,particularly in the Northeast andMidwest.Demographic and income segmentation furthershaped the competitive landscape.High-income shoppers led

5、spend-per-customergrowth for most of 2025,disproportionatelybenefiting brands in skiing and golf.Gen Z andMillennial consumers delivered above-averagegrowth,rewarding brands that meet them intheir specific niches and communities.Meanwhile,middle-income consumers facedthe dual squeeze of depleted pan

6、demicsavings and essential-cost inflation and pulledback on discretionary sporting goods spendthroughout the year.Looking further,brands positioned aroundexperiential retail,lifestyle relevance,and high-income or younger consumer acquisition arebest equipped to navigate continued macrouncertainty.Co