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China's Sportswear Sales Surge Amid Policy Support and Demand

3/1/2026

Summary

Story summary

China's sportswear sector grew unexpectedly in early 2026.
Jefferies analysts said retail sales exceeded expectations, aided by policy support and Chinese New Year demand in early 2026.
They forecast a year-on-year sales rise of over 5% for the first two months.
Domestic brands Li Ning and Anta gained market share as global brands distanced themselves from Xinjiang cotton amid forced-labor allegations, while consumers shifted to lower-priced options.

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Story summary

China's sportswear sector grew unexpectedly in early 2026.
Jefferies analysts said retail sales exceeded expectations, aided by policy support and Chinese New Year demand in early 2026.
They forecast a year-on-year sales rise of over 5% for the first two months.
Domestic brands Li Ning and Anta gained market share as global brands distanced themselves from Xinjiang cotton amid forced-labor allegations, while consumers shifted to lower-priced options.