Tired of the PR spin and LinkedIn platitudes? Outdoor Unfiltered is a new podcast hosted by industry veteran Eoin Comerford that digs into what’s actually driving the outdoor business.

In this trailer, Eoin lays out the mission: honest conversations with insiders and experts about the forces shaping the industry — from innovation and branding to affordability, sustainability, and the real stories behind the headlines.

If you want to understand where the outdoor industry is headed — and why — Outdoor Unfiltered delivers the straight talk.

Follow now and get ready for the first episode dropping March 2.

Outdoor Unfiltered is part of the Rock Fight podcast network.

Is the outdoor industry in trouble, or just in transition? 

Host Eoin Comerford is joined by industry icon Kristin Hostetter (former Editor-in-Chief of SNEWS) to pull back the curtain on why sustainability is currently under fire and what the "Trump Tariffs" reversal actually means for your wallet.

In this debut episode of Outdoor Unfiltered, we move past the PR fluff to give you the "why" behind the headlines.

What we’re digging into today:

• The Supreme Court vs. The Tariffs: Eoin breaks down how brands might get their refunds and why your gear probably won't get cheaper anytime soon.
• Earnings Season Reality Check: What do the latest results tell us about where the market is heading? Why are footwear brands like Hoka and Birkenstock winning while the rest of the US market lags?
• Sustainability Under Attack: Kristin Hostetter shares her raw take on the repeal of scientific findings and why Patagonia’s latest "transparency report" is being called greenwashing by some and a blueprint by others.

Connect with us:

• Follow Eoin Comerford: www.linkedin.com/in/eoincomerford
• Email the show: OutdoorUnfilteredPod@gmail.com
• Rate & Review: If you enjoyed this deep dive, please leave a 5-star review!

Outdoor Unfiltered is part of the Rock Fight podcast network.

Move past the PR speak and into the boardroom. In this episode of Outdoor Unfiltered, host Eoin Comerford breaks down the latest strategic shifts from the industry’s biggest players before sitting down with the "unofficial mayor of the outdoor industry," Lloyd Vogel.

On the Business Desk:

• Amer Sports & Anta: A deep dive into the $6.6B powerhouse. Why are they raising $750M despite 27% growth? We look at the debt, the margins, and the "Arc’teryx effect."
• The North Face vs. Merrell: Analyzing the pivot away from "misery marketing." Why TNF is taking a run at owning "Hiking" and what Merrell’s "Secret Garden" approach means for inclusivity.

The Insider Interview: Lloyd Vogel (CEO, Garage Grown Gear)

• The Ultralight Takeover: Why "Ultralight" isn't a niche anymore—it's just the new standard for backpacking.
• The "Boomer" Impact: How lighter gear is extending the longevity of the industry’s most loyal demographic.
• The Trade Show Tug-of-War: An unfiltered look at Switchback vs. Outdoor Retailer. Can small, cottage brands save the traditional trade show model?

Follow Outdoor Unfiltered on Apple Podcasts and Spotify to stay a step ahead of the competition.

Connect with Eoin: https://www.linkedin.com/in/eoincomerford/

Learn more about GGG: www.garagegrowngear.com

In this episode of Outdoor Unfiltered, host and former CEO Eoin Comerford dissects the collapse of Eddie Bauer and the "vampire" licensing model that is hollowing out iconic brands.

Eoin also takes a hard look at the slowdown of athleisure, exploring whether the category has reached peak saturation and what outdoor brands can learn from the rise of Vuori and Alo Yoga.

Later in the show, Kent Ebersole, President of the Outdoor Industry Association, joins the podcast to discuss the reboot of OIA Rendezvous 2026, where industry leaders gathered to tackle shared challenges and rebuild collaboration across the outdoor community.

1. 0:00 – 1:07 | Introduction Eoin introduces the episode's themes: Eddie Bauer's retail closure and the state of the athleisure market.
2. 1:08 – 4:40 | The Eddie Bauer "Vampire" Model A breakdown of Eddie Bauer’s third bankruptcy and how Authentic Brands Group’s licensing model sucks brands drink leaving debt-laden "husks."
3. 4:41 – 8:43 | Has Athleisure Peaked? Analysis of Lululemon and Athleta’s struggles versus the rise of Vuori and Alo Yoga. Eoin discusses why "technical stories" are failing while comfort and social-media-driven "cool factors" are winning.
4. 8:44 – 11:45 | The OIA Rendezvous 2026 Recap Kent Ebersole joins to discuss the reboot of the OIA Rendezvous in Denver and the importance of leadership coming together to solve shared industry challenges.
5. 11:46 – 14:32 | Key Takeaways from the Summit Discussion on the impact of AI (with insights from Microsoft), financial stress on P&Ls, and the core pillars of sustainability and participation.
6. 14:33 – 17:15 | The Soul of the Industry Highlights from Ryan Gellert (Patagonia) and Neil Fisk (Black Diamond) on innovation, stewardship, and the "energy in the room" when the industry collaborates.
7. 17:16 – 20:30 | What’s Next for OIA? Kent outlines the call to action, the upcoming April Town Hall, and why the Rendezvous will likely remain an intimate, leadership-focused annual event rather than a massive trade show.
8. 20:31 – End | Closing Remarks How to stay involved with the OIA and where to follow the podcast for future updates.

Outdoor Unfiltered goes beyond the headlines to explain what’s happening in the outdoor industry and why it matters.

Connect with Eoin: https://www.linkedin.com/in/eoincomerford/

Email the show: outdoorunfilteredpod@gmail.com

Outdoor Unfiltered is a production of Rock Fight, LLC.

Today on Outdoor Unfiltered, Eoin Comerford breaks down the news that REI is cutting pay and benefits for employees as the co-op struggles to return to profitability.

After four straight years of losses REI is facing some tough financial realities — and payroll is squarely in the spotlight.

Eoin digs into what’s driving the decision, why payroll costs at REI are significantly higher than other retailers, and why a healthy REI still matters to the broader outdoor industry.

Also in this episode:

• Vail Resorts’ historically bad winter season
• Why ski resorts are still making money despite poor snow
• Eoin is then joined by Rock Founder and Outdoor Industry veteran, Colin True, to discuss the outdoor recreation economy’s “$1.3 trillion” headline number (and why it’s misleading) as well as the new brand campaigns from The North Face and Merrell.

Outdoor Unfiltered looks past the PR spin to explore what’s really happening in the outdoor industry and why it matters.

Connect with Eoin:https://www.linkedin.com/in/eoincomerford/

Email the show: outdoorunfilteredpod@gmail.com

This episode of Outdoor Unfiltered dives deep into the shifting landscape of the outdoor industry.

Host Eoin Comerford breaks down critical first-quarter sales data from Academy Sports + Outdoors and discusses the legal pressures facing Lululemon and Fabletics regarding consumer tariff refunds. We analyze the acquisition of Allbirds by American Exchange Group and explore how current consumer sentiment is being shaped by inflation and the war in Iran. 

Our main topic is the impact of the Trump administration's policies on the outdoor industry from a business perspective, along with a potential positioning strategy for outdoor brands.

Later, Eoin is joined by Seth LaReau, founder of Trail Waves, to discuss the "Trailcore" trend, Nike’s strategic pivot to ACG in the trail space, and the sponsorship power rankings of brands like Hoka, Salomon, Nordas, Speedland, and Mount to Coast.

Show Notes:

In this episode, we tackle the hard numbers and political headwinds facing outdoor brands today. From the retail expansion of Academy Sports to the "brand licensing" fate of Allbirds, we look at what’s driving the market. Special guest Seth LeRoux provides a masterclass on the culture and economics of trail running, explaining why major players and indie challengers alike are racing for a piece of the "Trailcore" pie.

• 01:03 – Academy Sports + Outdoors: Analyzing Q1 sales growth and expansion plans through 2030.
• 01:52 – Lululemon & Fabletics: The $240 million class-action lawsuit over passed-on tariff costs.
• 02:35 – Allbirds Acquired: The $39 million deal with American Exchange Group and the "broken" licensing model.
• 03:41 – Consumer Sentiment: How inflation and gas prices are squeezing the outdoor participant.
• 04:30 – The Unfiltered Upside: How GLP-1 drugs (Ozempic/Wegovy) could drive a $13B boost in apparel.
• 05:40 – Sponsor Spotlight: Empowering frontline associates with ENDVR.
• 07:15 – Policy Deep Dive: The impact of the second Trump administration on public lands, the EPA, and DEI initiatives.
• 13:10 – Guest Interview: Seth LaReau on the "Trailcore" lifestyle and the mental health benefits of the sport.
• 17:05 – Nike’s Pivot: Why Nike is leaning into the ACG (All Conditions Gear) brand for trail credibility.
• 18:55 – Sponsorship Rankings: Assessing the performance of Hoka, Salomon, Nordas, and Mount to Coast.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries, or whatever's on your mind.

• LinkedIn: Eoin Comerford
• Email: outdoorunfilteredpod@gmail.com
• Newsletter: Check out Seth LaReau’s Trail Waves for more trail running business insights.

Is the classic outdoor gear shop model dead?

In this episode of Outdoor Unfiltered, host Eoin Comerford explores why iconic retailers like Wilderness Exchange, Summit Hut, and Midwest Mountaineering are facing new challenges.

We look at why expanding specialty chains like Gearhead Outfitters, Half-Moon Outfitters, and Mountain High Outfitters are shifting toward apparel and footwear over technical hard goods.

Eoin is joined by industry legend Wes Allen, President of Sunlight Sports and former leader at REI, Chacos, and the Grassroots Outdoor Alliance (GOA). Together, they break down the critical delineation between the "Outdoor Economy" (activity-based) and the "Outside Economy" (lifestyle-based). They discuss why brands like Vuori, On, Patagonia, The North Face, Marmot, Hoka, and Merrell are navigating a complex landscape of technical authenticity versus mass-market appeal. We also dive into how OIA participation data can be misleading and how Amazon and ecommerce has impacted out the equipment business.

Timestamps:

• 00:00 – Intro: The closing of iconic shops like Wilderness Exchange and Midwest Mountaineering.
• 01:30 – The shift from hard goods to apparel: Insights from Town to Trail Outfitters.
• 03:15 – 5 factors killing the equipment-centric model.
• 09:40 – Introducing Wes Allen: A life spent at REI, Chacos, and Sunlight Sports.
• 12:15 – Defining the Outdoor Economy vs. the Outside Economy.
• 15:00 – The "Lifestyle" giants: How The North Face and Patagonia paved the way.
• 18:30 – The rise of Vuori and On: Why lifestyle brands are winning the floor space.
• 22:15 – The Sustainability Gap: Why eco-friendly tech often loses at the register.
• 25:40 – Debunking OIA data: The questionable $271 billion sales number.
• 30:20 – The Big Agnes Down Jacket Lesson: Don’t build for the wrong channel.
• 33:50 – Closing thoughts: Can REI find its way back to the core? Should it?

Connect With Us:

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries or whatever's on your mind!

• Host: Eoin Comerford
• LinkedIn: https://www.linkedin.com/in/eoincomerford/
• Email: outdoorunfilteredpod@gmail.com

Outdoor Unfiltered is a production of Rock Fight, LLC.

Go beyond the PR spin with Eoin Comerford, former CEO and industry advisor, as he deconstructs the business mechanics of the outdoor world.

In this episode of Outdoor Unfiltered, we break down the high-stakes merger attempt between Rip Curl and Paul Naudé’s StokedHouse Unlimited, revealing why KMD Brands (owners of Kathmandu and Oboz) ultimately passed on the deal.

Eoin examines the cautionary tale of Solo Brands (Solo Stove, Chubbies, and Oru Kayak), analyzing how an "addiction" to D2C discounting and the fallout from their Snoop Dogg campaign impacted their valuation and wholesale relationships with giants like REI and Dick’s Sporting Goods. On the "Unfiltered Upside," we highlight the success of Youer, a Montana-based brand winning with a US-based supply chain. Finally, we sit down with Todd Buckley, owner of Town to Trail Outfitters, to discuss why a 1,900 sq. ft. specialty store with a full-service bar is the future of local retail.

[00:00] Introduction Eoin introduces the mission of the show: looking at the "why" behind outdoor industry headlines.

[00:46] The Rip Curl & StokedHouse Unlimited Merger

• Analysis of Paul Naudé’s bid to merge StokedHouse (Vissla, Sisstrevolution) with Rip Curl.
• Why KMD Brands Chairman David Kirk rejected the offer as "immaterial" and "misaligned."
• The history of Billabong’s debt and the lessons of private equity in surf.

[08:05] The Solo Brands D2C Trap

• How Solo Brands (Solo Stove) saw a 44% sales drop after retreating from aggressive D2C discounting.
• The impact of the Snoop Dogg "giving up smoke" campaign vs. real retail conversion.
• Why REI and Dick’s Sporting Goods pull back when brands undercut them on price.

[12:35] The Unfiltered Upside: Youer

• Celebrating Mallory Ottariano and her Missoula-based brand, Youer.
• The "drop-model" strategy that eliminates the need for 50% off coupons.

[15:15] Interview: Todd Buckley of Town to Trail Outfitters

• Why Todd opened a specialty store in Brighton, Michigan, in 2024.
• The importance of the "Milk of the Store": Why adding Lems and Danner footwear changed the business.
• Operating a full-service bar (serving Michigan beers) inside a 1,900 sq. ft. retail space.
• Collaborating with local peers like Running Lab.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship offers or whatever's on your mind.

• LinkedIn: Eoin Comerford
• Email: outdoorunfilteredpod@gmail.com

Join host Eoin Comerford on Outdoor Unfiltered for an inside look at the business of the outdoors. In this episode, we tackle the viral news of Allbirds pivoting toward AI infrastructure and GPU-as-a-service, and what that really means for the brand. We also dive into Backcountry.com’s launch of Backcountry Garage, a new outdoor brand incubator and fund that kicked off with the acquisition of Salt Lake City-based CoalaTree.

Later, we review the innovative Universal Collection from The North Face, featuring adaptive camping gear like the Universal One Sleeping Bag, the Wawona 3 Tent, the Universal Daypack, and Traction Mules. Finally, Eoin sits down with Eric Haberman, President and Founder of Mountain High Sales & Marketing, to discuss the evolving role of the outdoor sales rep and the critical relationship between brands and retailers.

• 00:00 – Introduction
• 00:54 – Allbirds’ surprising pivot to AI computing infrastructure and GPU-as-a-service.
• 08:31 – Backcountry.com launches Backcountry Garage and acquires CoalaTree.
• 10:50 – A look at past outdoor incubators: Moosejaw Outdoor Accelerator and REI’s Path Ahead Ventures.
• 16:03 – The North Face Universal Collection: A deep dive into adaptive design for the Wawona 3 Tent, Universal One Sleeping Bag, and more.
• 21:50 – Interview with Eric Haberman, President of Mountain High Sales & Marketing, on the modern role of the sales rep.
• 27:10 – The importance of trust and the "balancing act" between brands and retailers.
• 33:20 – Advice for emerging brands on navigating the wholesale landscape and working with reps.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries or whatever's on your mind:

• Email: outdoorunfilteredpod@gmail.com
• LinkedIn: Eoin Comerford

This episode of Outdoor Unfiltered dives into the data behind retail relationships and the future of industry gatherings. Host Eoin Comerford reveals the latest Partnership Scores for 32 major outdoor brands—including Patagonia, Hoka, Black Diamond, and Keen—measuring how effectively they support local retailers versus their own D2C channels. We also explore a unique opportunity to own Mountain Laurel Designs (MLD), as founder Ron Bell offers a "management to ownership" track for the iconic ultralight brand.

The headliner features Sean Smith, Event Director for Switchback, who discusses the show's strategic move to New Orleans in June 2026. Sean breaks down the growth of the show, the importance of the specialty outdoor retailer, and the robust educational programming featuring Outdoor Industry Association (OIA). We also get an inside look at specialized floor sections like Pathfinders, in partnership with Garage Grown Gear, and the vital role of nonprofits like the Conservation Alliance and Leave No Trace.

Show Notes:

0:00 – Introduction Host Eoin Comerford previews today’s topics: updated partnership scores, a chance to own Mountain Laurel Designs, and a deep dive into the Switchback trade show with Sean Smith.

0:45 – The Partnership Score Explained Eoin breaks down his 100-point scoring system that tracks how outdoor brands balance D2C sales with retail partner support.

2:40 – Winners and Movers: Patagonia, Hoka, and More A look at the massive 27-point industry improvement in partnership scores, highlighting big moves from Black Diamond, Keen, and the return of local dealer links on Patagonia’s site.

4:45 – Top Tier Brands Shoutouts to the brands consistently scoring 90–100 points: Brooks, Nemo, Oboz, and Rab.

5:40 – Own Mountain Laurel Designs (MLD) Ron Bell is looking for a successor for his 25-year-old ultralight brand. Eoin explains the "no money down" management-to-ownership track.

8:18 – Interview: Sean Smith on Switchback Sean Smith discusses his transition to Switchback and the show’s mission to serve as the heart of the specialty outdoor retail industry.

10:30 – Why New Orleans in June? Addressing the "swampy" elephant in the room: why the June timing in NOLA serves the buying calendar of the outdoor industry.

13:10 – Growth and Capacity Switchback is expanding, targeting 230 brands and over 40,000 square feet of booth space, featuring industry giants like Arc'teryx, Fjallraven, and Cotopaxi.

15:00 – The 20x20 Booth Cap Why Switchback limits booth size to "save brands from themselves" and keep the focus on products rather than massive displays.

17:35 – Supporting Emerging Brands: Pathfinders Details on the Pathfinders section for emerging and women-owned brands like Halfdays and Soul Sisters, curated with Garage Grown Gear.

20:10 – The Role of Nonprofits and SOBA The importance of the State Outdoor Business Alliance Network (SOBAN) and why nonprofits are the "401k of the outdoor industry."

23:25 – Education and Networking A preview of Education Day (Tuesday) and the Trailheads Theater, featuring 47 speakers covering everything from risk management to participation research.

26:50 – How to Attend Sean provides details on the retail scholarship program and how to register for the June 2026 event.

• ENDVR: The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel. www.endvr.io
• Crux Retail: Creating bold retail displays for bold brands. www.crux-retail.com

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries or whatever’s on your mind.

• Eoin Comerford: LinkedIn Profile
• Email: outdoorunfilteredpod@gmail.com

Outdoor Unfiltered is a production of Rock Fight, LLC.

This episode of Outdoor Unfiltered dives deep into the shifting landscape of tariffs and retail strategy.

Host Eoin Comerford breaks down why the White House pivoted on IEEPA tariffs, offering a guide for brands to claim their share of the potential $166 billion in refunds through the CBP’s CAPE portal. We also celebrate Lowa’s record-breaking 2025 sales and growth in the trail running sector.

The headliner features Kevin Lenau, President of Backcountry, who reveals the strategic transformation of the outdoor e-commerce giant since its acquisition by CSC Generation. From the launch of the Summit Club+ loyalty program and a new digital ad network with AllGear, to the acquisitions of Level Nine Sports, VeloTech, and CoalaTree, Kevin shares how Backcountry is prioritizing "pursuits" like bike, climb, and ski to win in a competitive market.

Topics and Timecodes:

0:00 – Introduction Host Eoin Comerford introduces the episode’s agenda: Trump’s pivot on tariffs, Lowa’s record year, and an exclusive interview with Backcountry President Kevin Lenau.

0:44 – The Tariff Turnaround Analysis of the administration’s decision to accept a court order to refund IEEPA tariffs and what it means for outdoor brands.

3:20 – How to Claim Your Refund A practical walkthrough of the CAPE (Consolidated Administration and Processing of Entries) portal and the 60-to-90-day refund window.

6:17 – Lowa’s Record Success Celebrating Lowa’s 242 million Euro year and their 5% increase in shoe sales despite a tough retail climate.

8:18 – Interview: Kevin Lenau on the "New" Backcountry Kevin Lenau discusses the "post-COVID whiplash," inventory management, and the transition following the CSC Generation acquisition.

13:17 – Pricing Strategy: E-commerce vs. Brick and Mortar A look at the pressures of Google PLA and why the "sales cadence" online differs from physical stores.

15:05 – The Summit Club+ Loyalty Program Kevin breaks down the 10% cash-back model, the $50 annual fee, and how it compares to competitors like REI.

19:28 – Building a Digital Ad Network Backcountry’s partnership with AllGear and the focus on "native" brand advertising for tourism and high-end gear.

21:18 – Strategic Acquisitions: Level Nine Sports, VeloTech, & KoaTree The rationale behind buying specialized retailers to bolster Backcountry’s authority in skiing, cycling, and sustainable apparel.

28:09 – The Garage Brand Incubator How Backcountry is helping emerging brands through streamlined onboarding and marketing support.

30:58 – The Future of Physical Retail and Private Brands Why Backcountry is focusing on "experiential retail" and the evolution of the Backcountry Gear & Apparel line.

• ENDVR: Empower your frontline associates and drive sales. Visit www.endvr.io to learn more.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries, or whatever’s on your mind.

• Eoin Comerford: LinkedIn Profile
• Email: outdoorunfilteredpod@gmail.com

Outdoor Unfiltered is a production of Rock Fight, LLC.

Join Eoin Comerford on Outdoor Unfiltered as we strip away the PR speak to examine the real forces driving the outdoor industry. In this episode, we tackle the "elephant in the room": Amazon. With roughly 50% of all U.S. e-commerce searches starting on Amazon, outdoor brands can no longer ignore the platform. Eoin breaks down six specific Amazon strategies—from the "Full Blackout" favored by Patagonia and Birkenstock to the "Single Designated 3P Seller" model.

Later, Eoin is joined by Jonathan Jarosz, Executive Director of Heart of the Lakes and Co-Founder of Land of Outsiders. They dive deep into the world of Outdoor Business Alliances (OBAs) and the State Outdoor Business Alliance Network (SOBAN). Discover how these alliances work alongside Offices of Outdoor Recreation (ORECs) to bolster the outdoor economy in states like Michigan, Maine, and Minnesota. 

Whether you are an emerging brand or an industry veteran, this episode provides a roadmap for navigating digital marketplaces and state-level advocacy.

Episode Summary: Host Eoin Comerford explores the tactical realities of Amazon for outdoor brands and discusses the vital role of state-level business alliances with guest Jonathan Jarosz.

Timestamped Highlights:

• 00:00 – Intro: The uncomfortable truth about Amazon and the outdoor industry.
• 04:18 – Strategy 1: The Full Blackout (The Patagonia Approach).
• 06:17 – Strategy 2: Selling 1P (Dancing with the Devil).
• 07:38 – Strategy 3: Selling 3P Direct (Owning your presence).
• 09:54 – Strategy 4: The Single Designated 3P Seller (The Orva Model).
• 11:51 – Strategy 5: 3P Direct + Approved Dealer Network.
• 13:31 – Strategy 6: The Free-for-All (What happens when you don't decide).
• 15:10 – Sponsor Break: ENDVR and Crux Retail.
• 18:25 – Interview with Jonathan Jarosz: Defining Outdoor Business Alliances (OBAs).
• 21:28 – The "Spiral Corkscrew": The relationship between OBAs and ORECs.
• 24:35 – The three flavors of OBAs: Industry Only, Business Plus, and Big Tent.
• 27:14 – The SOBAN map: Growth in the "Missing Middle" (Minnesota, Arkansas, Pennsylvania).
• 31:18 – How to get involved and what’s next for the Outdoor Economy.

Connect With Us: We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries, or whatever's on your mind.

• LinkedIn: Connect with Eoin Comerford
• Email: outdoorunfilteredpod@gmail.com

Our Sponsors:

• ENDVR – The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel.
• Crux Retail – Creating bold retail displays for bold brands.

Resources Mentioned:

• SOBAN (State Outdoor Business Alliance Network)

In this episode of Outdoor Unfiltered, host Eoin Comerford pulls back the curtain on major shifts hitting the outdoor and apparel markets. We analyze the 4-year financial trajectory of The North Face, look past the personality drama at Lululemon, and deliver a sobering wake-up call to outdoor brands relying too heavily on sustainability as their primary differentiator.

• 00:00 – Podcast Intro and Host Overview
• 00:36 – The Unfiltered Upside: Inside The North Face's Q4 and Fiscal 2026 Turnaround Metrics
• 01:50 – Product Assortment and "Me-Too" Traps: How TNF Hit a Wall in 2023
• 02:30 – Analyzing VF Investor Day: Category Consolidation and Brand Centering
• 03:15 – Premiumization, Luxury Collaborations, and Rising Price Points
• 04:00 – Performance vs. Performance-Inspired: Navigating Cultural Relevancy
• 04:45 – Product Franchise Management: The Proliferation of Denali and Nuptse Variations
• 05:40 – Modernizing Marketing: Reviewing the "Never Just a Hike" Campaign
• 06:54 – Commercial Break: ENDVR
• 07:42 – The Lululemon Spat: Is Chip Wilson Actually Right?
• 08:35 – Stock Peaks and Product Execution: What the Street is Saying About Lululemon
• 09:12 – The Rise of Alo and Vuori: Has Lululemon Abandoned Its Playbook?
• 09:50 – Commercial Break: Crux Retail
• 10:44 – The Anti-Shein No More: Shein Acquires Everlane
• 11:34 – The History of Everlane and the Trap of the "Middle Ground"
• 12:20 – The Sincerity Crisis: Is Sustainability a Primary Driver or Just Table Stakes?
• 12:45 – The Cautionary Tale of Allbirds
• 13:30 – The 4 Critical Takeaways for Outdoor Brands in a Trend-Driven Market

• Email Us: outdoorunfilteredpodcast@gmail.com
• Connect with Eoin Comerford on LinkedIn: Eoin's Profile

• ENDVR – The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel. Visit www.endvr.io to claim your free starter credits.
• Crux Retail – Creating bold retail fixtures and custom displays for bold outdoor brands. Book your discovery call today at www.crux-retail.com.

Outdoor Unfiltered is a production of Rock Fight LLC.

Dive deep into the real numbers behind the outdoor industry with host Eoin Comerford in Episode 12 of Outdoor Unfiltered. In this episode, we unpack REI’s fiscal 2025 financial reports, breaking down what flat revenues, rising gross margins, and a declining active membership base mean for the future of the cooperative.

Then, we look beyond the PR spin of recent Q1 earnings reports from top brands, including Yeti's wholesale surge, Wolverine Worldwide's lifestyle expansion with Saucony, Under Armour's ongoing retail challenges, and Compass Diversified's technical insights from Boa and Primaloft. Finally, we analyze the latest NSGA (National Sporting Goods Association) sports participation numbers, revealing massive growth in hiking, kayaking, and alpine skiing.

In our expert guest segment, we are joined by industry leaders Lindsay Hubley and Sunny Stroeer from Emerald X to discuss the upcoming revamp of the Outdoor Retailer show in Minneapolis, its shifting calendar to August, and the game-changing Wild Reach creator platform powered by Popfly.

In this episode of Outdoor Unfiltered, host Eoin Comerford goes line-by-line through the reality of REI’s 2025 financial performance, separates the signal from the noise in recent outdoor brand earnings reports, and highlights which outdoor sports are actually growing according to the NSGA. Plus, Lindsay Hubley and Sunny Stroeer join the show to detail how the upcoming Outdoor Retailer show in Minneapolis is adapting to meet the needs of modern specialty retailers, brands, and content creators.

• 00:00 – Welcome to Outdoor Unfiltered & REI 2025 Financial Overview
• 00:54 – Breaking Down REI's Revenue, Store Expansion, and the 53rd Week
• 02:08 – Gross Margins, Inventory Gluts, and Promotional Discipline
• 03:00 – Operating Losses, Payroll Structural Problems, and Layoffs
• 04:02 – Membership Metrics: Voting Eligible vs. Total Members
• 04:36 – Cash, Investments, and Operating Cash Flow Reality
• 05:25 – Sponsor Break: ENDVR
• 06:33 – Quick Hits: Yeti Q1 Earnings Analysis
• 07:11 – Quick Hits: Wolverine Worldwide & Saucony Growth
• 07:44 – Quick Hits: Under Armour's Retail Challenges
• 08:24 – Quick Hits: Compass Diversified, Boa, and Primaloft Performance
• 08:52 – Sponsor Break: Crux Retail
• 09:47 – The Unfiltered Upside: NSGA Sports Participation Report (Hiking, Kayaking, Skiing, and Camping)
• 11:24 – Interview: Lindsay Hubley & Sunny Stror on the New Outdoor Retailer Show
• 13:00 – Understanding the Outdoor Retailer Leadership Village & Advisory Family
• 14:48 – Moving Outdoor Retailer to Minneapolis and Changing the Dates to August
• 17:15 – Shifting the Show Floor: Capping Maximum Booth Sizes
• 18:29 – Brand Diversity and Headliners at Outdoor Retailer 2026
• 19:33 – Special Sections, Backcountry Partnerships, and Stewardship Pavilions
• 21:00 – Introducing Wild Reach: The Popfly Creator Partnership Platform
• 24:34 – How to Apply for the Hosted Buyer and Scholarship Programs
• 25:34 – What to Expect for Industry Day and the Retailer Playbook Labs
• 27:44 – Industry Day Keynotes and Happy Hour Events
• 28:54 – Defining Success for the Revamped Outdoor Retailer Show

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries, or whatever's on your mind.

• Host: Connect with Eoin Comerford on LinkedIn
• Email: outdoorunfilteredpod@gmail.com

• ENDVR: The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel. Learn more at www.endvr.io
• Crux Retail: Designing and engineering custom, customer-centric retail store fixtures and bold retail displays for bold brands. Learn more at www.crux-retail.com

Dive beyond the PR spin with Outdoor Unfiltered, your insider look into the outdoor industry's biggest shifts. In this episode, host Eoin Comerford breaks down why KMD Brands -- the parent company of global surf icon Rip Curl, retail giant Kathmandu, and hiking footwear favorite Oboz -- has launched a major strategic review.

Next, we call out the non-stop promotional spam from recreation.gov, peeling back the curtain on its operator, Booz Allen Hamilton, and how their contract impacts public lands' funding. On a brighter note, we highlight Mountain High Outfitters and their impressive 31-store expansion, showing why the "Big Os" specialty retail model is thriving.

Finally, Mike Seaman and Tracy Bebbington of Racoon Media Group join the show to discuss their massive €3 million investment to revitalize and completely revamp the iconic ISPO show as it moves to Amsterdam this November.

• [00:22] – KMD Brands Strategic Review: What does the future hold for Kathmandu, Rip Curl, and Oboz under their New Zealand-based parent company?
• [04:45] – The Recreation.gov Spam Machine: Why a private contract with Booz Allen Hamilton is driving massive revenue away from our underfunded National Parks.
• [07:11] – Specialty Retail Success: How Mountain High Outfitters is bucking the trend with its 31st store expansion.
• [09:05] – Interview with Racoon Media Group: Mike Seaman and Tracy Bebbington lay out their €3 million plan to relocate, revamp, and revitalize the iconic ISPO show in Amsterdam.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries, or whatever's on your mind.

• Email: outdoorunfilteredpod@gmail.com
• LinkedIn: Connect with Eoin Comerford on LinkedIn

We are incredibly grateful to our sponsors who make this show possible. Please support them by checking out their services:

• ENDVR: The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel.
• Crux Retail: Creating bold retail displays for bold brands.

In this episode of Outdoor Unfiltered, Eoin sits down with Teresa Baker, the co-director and co-founder of the Outdoor Diversity Alliance (ODA) and the unofficial queen of outdoor inclusivity, for a transparent look at the state of diversity, equity, and inclusion in the outdoor industry.

Tracing their collaborative roots back to 2018 with the launch of the Outdoor CEO Diversity Pledge and a fateful 2022 summit at the Patagonia Ventura headquarters, Eoin and Teresa discuss what it takes to build authentic corporate relationships. Modeled originally after the industry action of The Conservation Alliance (TCA), the ODA has rallied an impressive collective of over 23 brands committed to real action—including Burton, Keen, Smartwool, REI, Cirrus, BOA, SIA, Aspen, Bonfire Collective, and the Switchback trade show.

This conversation confronts the heavy challenges facing modern brands around inclusiviyt work. Teresa directly addresses the shift from performative corporate gestures to the deep internal work of diversifying corporate boards and staff. Eoin and Teresa unpack why brands are "turtling" in fear of political boycotts, why companies like Brooks Running get authenticity right, and why high-profile outdoor faces need to step up and use their platforms.

Unfiltered, urgent, and inspiring, this episode is a call to action to lean into "good trouble," adapt to changing cultural demographics, and rewrite the corporate script to preserve our collective Joy in the Outdoors.

We would love to hear your thoughts on the show, inside intel, guest ideas, sponsorship inquiries or whatever's on your mind. You can reach out directly via the following channels:

• LinkedIn: Connect with our host, Eoin Comerford.
• Email: Drop us a line at outdoorunfilteredpod@gmail.com.

This episode of Outdoor Unfiltered is made possible by the incredible support of our industry sponsors:

• ENDVR — The network that connects brands, retailers, and frontline associates to power sell-through across your wholesale channel.
• Crux Retail — Creating bold retail displays for bold brands.