Research library

7936-JP

ASICS

Our take

ASICS is executing as well as any brand in athletic, and it will finish its current three-year plan ahead of almost every target. The harder question is what it takes to do it again. That answer runs through North America: only 17% of sales, the lowest regional margin, and a run specialty channel that Brooks, HOKA, On, Nike and Adidas all want.

Financial model

Updated: October 21, 2026

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Research

Research
Is ASICS “Running” Out Of Time?

Deep Dive on ASICS ahead of its new three-year plan, with a focus on North America and US run specialty.

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Western Investors Rarely Dig Into Asia…

Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.

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Is The Teacher Surpassing The Student?

ASICS keeps matching or beating Nike on major marathon podiums; a deep look at its performance running business.

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Ground Zero in the Athletic Footwear Debate

Why Foot Locker is where the athletic footwear share shift shows up first.

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