Industry Revenues:

• Sportswear: approx. 60%
• Casual wear: approx. 25%
• Shoes: approx. 15%

TOP 3 Markets:

• United Kingdom: approx. 40%
• USA: approx. 30%
• Europe (excl. UK): approx. 20%

JD Sports Fashion Plc generates the majority of its revenues from the sportswear industry, followed by casual wear and shoes. The most important market is the United Kingdom, accounting for about 40% of the total revenue. The USA and Europe are also significant markets, together making up about 50% of the revenues. This distribution demonstrates JD Sports' strong international presence and market leadership in the sport and casual wear industry.

Production Sites: Mainly Asia (Estimates based on 2023)

JD Sports Fashion Plc primarily sources its products from Asian countries. Production mainly takes place in countries such as China, Vietnam, and Bangladesh, known for their textile and footwear manufacturing. These regions offer cost-effective production opportunities that enable JD Sports to offer competitive prices.

In addition, JD Sports collaborates with various brands and suppliers that also produce in these regions. The company emphasizes an efficient supply chain to meet demand in its global markets.

Revenue growth: 10.5% (2024) Expansion of sales area: +8% (2024)

JD Sports Fashion Plc pursues a growth strategy that focuses heavily on international expansion and increasing sales area. In 2024, the company recorded a revenue growth of 10.5%, supported by the opening of new stores and the expansion of existing locations.

In addition, JD Sports is investing in digitization and expanding its e-commerce business to meet changing consumer preferences. The strategy also includes strengthening brand presence through exclusive partnerships and collections to increase customer loyalty.

Another focus is on optimizing the supply chain and improving efficiency to increase margins and control costs. These measures are intended to enable the company to continue to be successful in a competitive market environment.

Main materials: Textiles, leather, synthetic materials

Important importing countries:

• China
• Vietnam
• India
• Bangladesh

JD Sports Fashion Plc mainly imports textiles, leather, and synthetic materials used in the production of sportswear and shoes. China and Vietnam are significant suppliers of synthetic materials and textiles, while India and Bangladesh are also important sources of textiles. These countries offer cost-effective production options and have established themselves as key nodes in the global supply chain for clothing manufacturers.

Market share in the UK: 30% (2024)
Revenue growth: 10% (2024)
Gross margin: 48% (2024)

JD Sports Fashion Plc has a significant competitive advantage, especially in the British market, where the company holds a market share of approximately 30%. This strong market position is supported by a combination of strategic acquisitions, a wide range of products, and a strong brand presence.

In 2024, the company experienced a revenue growth of 10%, attributed to successful expansion into international markets and an increased online presence. The gross margin of 48% also indicates that JD Sports is able to sell its products with a healthy profit margin, reflecting effective cost control and strong bargaining power with suppliers.

In summary, JD Sports Fashion Plc possesses a clear competitive advantage through its market leadership in the UK, international expansion, and strong financial performance.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in JD Sports Fashion Plc is around 60%, which is typical for a company of this size and industry. Institutional investors include pension funds, investment funds, and other large financial institutions that typically seek long-term holdings.

Regarding insider purchases and sales, there were no significant transactions by company insiders in the last quarter. This could indicate that the management has confidence in the current company strategy and does not expect any short-term changes.

Market share of JD Sports Fashion Plc: Estimated 8% (2025)

Top competitors and their market shares:

1. Nike Inc.: 15%
2. Adidas AG: 12%
3. Puma SE: 10%
4. Under Armour Inc.: 9%
5. JD Sports Fashion Plc: 8%
6. Foot Locker Inc.: 7%
7. Decathlon: 6%
8. Skechers USA Inc.: 5%
9. ASICS Corporation: 4%
10. New Balance: 3%

JD Sports Fashion Plc has a significant market share of approximately 8%, making them one of the leading companies in the sportswear and footwear sector. JD Sports' market share has grown in recent years through strategic expansions and acquisitions.

JD Sports' moat mainly lies in their strong retail presence and the ability to offer exclusive products and collections. This gives them a competitive advantage over some competitors who focus more on online sales.

However, companies like Nike and Adidas have larger moats due to their global brand recognition, extensive product portfolios, and innovation capabilities. These factors enable them to maintain a higher market share and strengthen their market position.

Overall, JD Sports has a respectable moat, but not as strong as the leading brands Nike and Adidas. Their advantage lies in their specialized retail strategy and the ability to quickly adapt to market trends.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the Sportswear Sector: 15% (2024)

JD Sports Fashion Plc recorded a revenue growth of 10% in 2024, attributed to strong demand for sportswear and successful expansion into international markets. The company has strengthened its market position through strategic acquisitions and partnerships.

Profit grew by 8% in the same period, driven by improved operational efficiency and cost-cutting measures. JD Sports has also invested in digitization and expanding its online business, leading to a broader customer base and higher margins.

With a 15% market share in the sportswear sector, JD Sports demonstrates a strong competitive position. Continuous expansion into new markets and adaptation to consumer trends could further support future growth. Analysts see potential in the continued diversification of product offerings and geographical reach.

Overall, JD Sports Fashion Plc could be an attractive investment, especially for investors focusing on long-term growth in the retail sector.

Dividend Yield: 2.5% (2025, estimated)
Dividend History: Consistent payout over the last 5 years

JD Sports Fashion Plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 2.5% for the year 2025 reflects a moderate return that is in line with the industry.

The company has maintained a consistent dividend payment over the past five years, indicating stable financial performance and solid cash flow generation. Analysts expect JD Sports Fashion Plc to continue to be able to pay dividends, provided that no significant economic or company-specific challenges arise.