- Positive data on demand for athleisure apparel continues to stoke interest in Lululemon (LULU +0.6%), Under Armour (UA +1.8%), and Nike (NKE +1.3%).
- "Comfort can elongate a trend that otherwise would have been gone," an industry insider tells Fashionista.
- Shares of Lululemon and Under Armour are up over 10% for the year, while Nike's tracked up to threaten to break through the $100 level for the first time ever.
- Gap (GPS +0.4%) is also a major athleisure player through its Athleta chain, although the mix to total sales is below that seen by the dominant trio.
- Previously: Winners and losers from the intersection of sports and fashion in NYC (Feb. 16 2015)
- Previously: Fashion sales influenced by rebellious millennials (Feb. 24 2015)