agip wrote:
source?
I would be very surprised if that is true in any way, since Nike has around 58% of the running market, according to this cite from 2015. . Which may or may not include clothes.
"According to data from research firm NPD Group, Nike's share of the North American running business declined 0.2% to 57.9% through May of this year, while Under Armour's market share has risen to 3.5%, from 2.8% in 2014. Adidas' share in running has also surged, going to 4.8% year to date from 3.4% last year. "
http://www.thestreet.com/story/13197557/1/nike-is-losing-share-in-one-key-market-it-used-to-dominate.html
Sorry, should have been more specific, but I'm referring to performance/specialty running, essentially anything $100 up. That article, while a pretty good read, is talking mostly about the lower segment, because there's a lot of quantity and money there. A lot of the shoes are found in Walmart, Kmart kind of department stores for that price bracket, and then Nike exclusively leaves running specialty stores to carry their line designed for running, like the Pegasus, Zoom Streak, Flyknit lunar etc.
And it's in this section that Brooks owns the space. Partly because they have a really good relationship with Fleet Feet Sports, and offer very good pricing, easy special orders and quick service, but also because they really know the customer when designing the product and positioning it. In fact, your article even mentions that they're partly losing the sub-100 space which is likely due to the competition from other brands.
And get this, Asics is #2 in the space, leaving Nike at #3. Then a long way off, it's New balance in 4th, Saucony in 5th, and Adidas and Mizuno follow, although Adidas might be stronger within the last year or two. I'm sorry but I don't have a source for it, although I work in a running store and have for a while, and the store owner is pretty open to talking about the industry and is very involved. I'd be happy to talk a bit more about it too, and sorry for the consecutive replies here.