Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Nike and Under Armour

Shira Petrack
September 21, 2021
Placer Bytes: Nike and Under Armour

Athleisure – and workleisure – are having a moment. After the long months of shelter-in-place, many consumers are looking for clothes that make them look presentable without sacrificing the comfort they got used to during the lockdowns. But is the surge in athleisure translating to offline success for bona fide sportswear brands? We dove into visit trends at Nike and Under Armour to find out. 

Slow Overall Apparel Recovery 

The nationwide apparel recovery as a whole has been slower than in other industries. July is the only month this year where the sector managed to reach visit growth compared to 2019, and foot traffic dropped again in August amidst renewed COVID concerns. Maybe apparel visits dropped because more consumers are buying clothes online; or perhaps shoppers are still excited to wear their existing items that have been gathering dust in their closets for the past year and a half. 

Brand recoveries should be understood within the context of a slow return to 2019 visit levels across many leading clothing brands. 

Nike’s Slow Offline Recovery 

Nike has been open about its belief that “digital is the new normal” and has been investing in its website and mobile apps – so it’s important to remember that the brand’s brick-and-mortar locations is just one component of its overall business model. Still, the athletic wear giant has been experiencing a steady offline recovery. Visits in July were just -5.1% lower than they had been in July 2019, a strong result considering that season was a particularly successful one. But in August, as visits dipped again in the face of rising COVID cases, traffic dropped back to -14.3% below August 2019 levels.

Under Armour’s Mixed Performance 

Like Nike, Under Armour has been investing in digitization over the pandemic, but the brand’s offline performance is also benefiting from a renewed focus on owned retail. Year-over-two-year monthly visits have been equal to or higher than the nationwide apparel average every month this year except for August, with July visits up 4.2% when compared to July 2019. 

And while the brand seems to have had a particularly difficult August, the low visit numbers are not necessarily cause for concern, especially with the wider sector seeing a visit decline later in the month as well.

The Best is Yet to Come 

And, indeed, early September data reveals that Under Armour and Nike visits have been rebounding strongly since the beginning of September. Weekly visits for the week beginning September 6th were up significantly for both brands – a 22.1% increase for Nike and a 34.7% increase for Under Armour compared to the equivalent week in 2019. 

Both brands have also been experiencing a consistent month-over-month growth in visits for the past three months. June visits compared to May were 6.9% and 17.7% higher for Nike and Under Armour, respectively; visits in July to Nike and Under Armour stores were up 46.3% and 50.6%, respectively, compared to June; and August visits in comparison with July were up 39.6% for Nike and 37.8% for Under Armour.

If the monthly growth in visits is any indication – the best is yet to come for these sportswear leaders. 

Will Under Armour return to year-over-two-year visit growth in September? Will Nike make a full offline recovery by the end of 2021? 

Visit to find out. 

Get 3 brand & industry
breakdowns every week

Subscribe to the newsletter

Great! Prepare your inbox for data-driven insights...
Oops! Something went wrong while submitting the form.

Get a Demo

Please enter your first name
Please enter your last name
Please provide a valid email
Please enter your email
Please enter company name

Thanks for reaching out!

One of our experts will be in touch soon

Try Free
Oops! Something went wrong while submitting the form.
Location Intelligence Breakdown: Coffee Caps-Off 2022
Digitally Native Brands Lean Into Brick & Mortar
Washington, D.C. Population Changes & Trends
A Location Intelligence Perspective on Macy’s Rightsizing
Amazon-Powered Shopping: The Future of Brick-and-Mortar Grocery?
Cold Weather, Hot Visits: Diving into Winter Resorts
Wawa and 7-Eleven: Leaning Into the “Slurpee Effect”
2022 and Beyond: Catching Up With McDonald’s & Chipotle
Let’s Have Some Fun! Going Out Is In’s Q4 2022 Quarterly Index Adds Industry Executives to Leadership Team To Drive Company's Next Phase of Growth
5 Emerging Retail Formats: 2023’s Brick-and-Mortar Evolution
Grocery Update: Zooming in on the Lone Star State
2022 Office Recap: The Year of the TGIF Work Week
What Lies Ahead for Brick-and-Mortar Luxury in 2023 Mall Indexes: December 2022 Recap
Looking Back on 2022’s Holiday Shopping Season
Post-Pandemic Migration Trends in New York
Top Retailers for 2023
The Live Sports Advertising Opportunity
Domestic Migration to the Mountain States: Small Shifts with Big Implications
New Year, New Food: 5 Dining Trends For 2023
This is Why Shop-in-Shops Are Everywhere
Super Saturday 2022 Recap
The San Francisco Shift
Grocery Year-End Update: Publix in the Spotlight
Three Ways Retailers Can Think Small to Increase Store Impact
Offline Beauty Is on an Upswing
The Evolving Migration Patterns of New York’s Florida Snowbirds Office Index: November 2022 Recap
How Viral Social Media Trends Can Drive Offline Engagement
Are You Ready for Some Football? Experiential Marketing Shows Promise
Mall and Shopping Center Trends For 2023
Retail Corridors and Indoor Malls: A Holiday Head-to-Head
Placer Bytes: Nike, lululemon, and GameStop Update Mall Indexes: November 2022 Update
Black Friday 2022: Consumers Hear the Call
Digitally Native Brands: Taking Off, Offline
Discount and Dollar Stores Leading the Pack
Turkey Wednesday 2022
Retail’s Evolving Holiday Season
Placer Bytes: Starbucks and Department Stores Ahead of Black Friday
Ulta: A Force to be Reckoned With
College Towns Drive Dining Growth
Foot Traffic Trends Reveal Consumers Ready for Holiday Cheer
How Retailers Can Win Big By Going Small
How Are Consumers Feeling Ahead of Black Friday 2022?
Off-Price, Hibbett, and Dick’s Pre-Holiday Check-in
Ho, Ho, Wholesale: Costco, Sam’s Club, and BJ’s
October 2022’s Retail Rebound
Target and Walmart Ahead of the Holidays
Home Improvement: Leave it to the Pros
Despite Inflation, Holiday Season is Off to a Good Start Office Index: October 2022 Recap Mall Indexes- October 2022 Update
Americans Double Down on Fitness
The State of Grocery
CVS and Walgreens: The Wave Continues
Coffee Chains Brewing Up Visits Spotlight: Pizza Players
What Drove COVID-Era Urban Migration Trends?
Kroger and Albertsons: A Merging of Strengths
Texas Roadhouse Innovations Dishing Up Success
Holidays on the Horizon: Mid-Range and Luxury Shopping
McDonald's and Chipotle's Post-Pandemic Success
Announcing’s Q3 2022 Quarterly Index
5 Hot Restaurant Brands for 2023
Target Finds a Winning Deals Day Formula
Five Trends to Watch for 2022’s Holiday Shopping Season
September 2022 Analysis: A Difficult Month and Time for Optimism
Inflation’s Retail Winners
Five Apparel Retailers to Watch Ahead of the Holidays Spotlight: Wawa’s QSR Pivot Mall Indexes: September 2022 Recap Office Indexes: September 2022 Recap
The Impact of Population Growth on Commercial Real Estate 
Starbucks' New Makeover
There's Somethin' About Pumpkin
Expanding Offline Reach
Breakfast Restaurants are Rising in Popularity
The Power of Labor Day 2022
Tourism in Miami Heating Up
Citi Trends on the Rise
Reaching Rural Consumers Through Retail Media Network
Darden Restaurants Cooking Up Success
The Home Improvement Sector: A Sign of Consumer Confidence
QSR Is Having a Northeastern Growth Spurt
Domestic Migration’s Ripple Effects
A Look Back at Back To School 2022
Kroger Digital Tell-All
The Return of In-Person Networking
The Reinvention of the American Mall Office Building Indexes: August 2022 Recap Mall Indexes - August 2022 Recap
Five Below’s Back to School Success
Plus-Size Fashion’s Staying Power
Placer Bytes: Best Buy & GameStop 
Petco Barking Up the Right Tree
Lipstick Effect Boosts Ulta’s Growth