Insight Report PremiumEarnings Insights 1Q26, Week 2: Adidas and Birkenstock Outperform as Crocs and Under Armour Post Revenue Declines Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 21, 2026 Reasons to ReadDiscover the key earnings signals shaping retail performance—from brand momentum and margin resilience to AI-led growth and consumer demand shifts. Read this report to discover answers to these and other questions: Which apparel and footwear players are outperforming, and what is driving growth despite tariff, currency and margin pressures? How are major e-commerce platforms balancing revenue growth with continued investment in AI, cloud and customer experience? What does management commentary reveal about consumer demand, channel shifts and regional performance trends? Which companies are raising guidance, and where are executives signaling caution for the quarters ahead? Companies mentioned in this report include: Adidas; Birkenstock; Crocs; Under Armour; Alibaba Group; JD.com. Data in this report include: US retail sales growth trends; estimated retail-only inflation; inferred real retail sales growth; quarterly company financial performance metrics including revenue, EPS and comparable sales. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
