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Academy Sports & Outdoors (ASO) investor relations material
Academy Sports & Outdoors Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business performance and strategic initiatives
Achieved positive comparable sales in Q2, driven by new store growth and e-commerce acceleration, with e-commerce up 18% in Q2 versus Q1.
Launched major new brands, including Jordan, and expanded Nike assortment, both contributing to double-digit growth.
Investments in technology and merchandising have improved business performance and customer engagement.
Initiatives are gaining traction, with expectations for sustained comp sales growth and continued focus on value.
Consumer trends and customer base
Lower-income customer traffic is down, while middle-income remains stable and higher-income segments are accelerating in growth.
New brands and expanded assortments are attracting higher-income customers and diversifying the customer base.
Jordan launch was driven by high customer demand, especially among Hispanic consumers, and is attracting both new and existing shoppers.
Merchandising and brand partnerships
Jordan brand launched in 145 stores with dedicated shop concepts, with plans to expand chain-wide over the next two years.
Nike and Jordan assortments have broadened, with deeper distribution and faster access to new products.
Success with brand launches is helping attract other emerging brands, such as Turtlebox and Owala.
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Frequently asked questions
A sporting and outdoor goods retailer
Academy Sports & Outdoors is a sporting goods retailer based in Katy, Texas, with over 250 stores across the United States. The company was founded in 1938 as a tire shop and has since grown to become one of the largest sporting goods retailers in the country. Some of Academy Sports & Outdoors competitors include DICK’s Sporting Goods, Frasers, and Hibbett Sports.
The business model
Academy Sports & Outdoors' business model is based on providing a wide range of sports and outdoor products to its customers, including apparel, footwear, equipment, and accessories for a variety of sports and activities. The company focuses on providing affordable and high-quality products, as well as excellent customer service, to differentiate itself from competitors.
How Academy Sports & outdoors makes money
Academy Sports & Outdoors generates revenue primarily through the sale of its products in its retail stores and online. The company's retail stores are located in major cities and towns across the United States, with a focus on providing a convenient and enjoyable shopping experience for its customers. In addition, Academy Sports & Outdoors also offers a range of services, including curbside pickup, in-store pickup, and delivery options.
A legacy of innovation and customer service
Academy Sports & Outdoors is a family-owned business, with the Katz family still actively involved in the company's operations. They have a rich history dating back over 80 years, with a legacy of innovation and customer service. The company was one of the first retailers to offer a complete line of sporting goods, as well as a "satisfaction guarantee" to its customers.
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