Athletic Footwear Brands

Nike is still one brand plus a shrinking Converse. Deckers is a running brand and a lifestyle brand of similar size. Anta is a China group: ANTA, FILA China, and a fast-growing other-brands bucket.

On, Anta, Deckers, and lululemon sit in the high 50s to low 60s. Nike is in the low 40s. Under Armour's 45.5% print is the tariff year.

North America re-accelerated in FY2026. Greater China did not: $7.55B in FY2024, $5.85B in FY2026.

The North Face and Timberland (Outdoor, $5.74B) now dwarf Vans and the rest of Active ($2.72B). VF is on this roster because Nike names it as a competitor, not because it is a pure athletic brand.

On is still a shoe company (93% of 2025 sales). Nike and Adidas are mixed, with apparel a real second engine. Equipment and accessories sit in Other.