# ![@MMelzig Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1873117369062584320.png) @MMelzig Marcel Melzig

Marcel Melzig posts on X about adidas, ai, fashion brands, luxury the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1873117369062584320/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873117369062584320/c:line/m:interactions.svg)

- [--] Week [-----] +911%
- [--] Months [-----] +1,431%
- [--] Year [-----] +6,816%

### Mentions: [--] [#](/creator/twitter::1873117369062584320/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873117369062584320/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1873117369062584320/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873117369062584320/c:line/m:followers.svg)

- [--] Week [--] +55%
- [--] Months [--] +103%
- [--] Year [--] +813%

### CreatorRank: [---------] [#](/creator/twitter::1873117369062584320/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873117369062584320/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[fashion brands](/list/fashion-brands)  [stocks](/list/stocks)  [luxury brands](/list/luxury-brands)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [products](/list/products)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [formula 1](/list/formula-1) 

**Social topic influence**
[adidas](/topic/adidas) #1299, [ai](/topic/ai), [fashion brands](/topic/fashion-brands) #49, [luxury](/topic/luxury), [growth](/topic/growth), [$lulu](/topic/$lulu) #425, [brands](/topic/brands) #230, [china](/topic/china), [skechers](/topic/skechers), [under armour](/topic/under-armour)

**Top accounts mentioned or mentioned by**
[@shopify](/creator/undefined) [@ollama](/creator/undefined) [@minimaxai](/creator/undefined) [@cartersaundersx](/creator/undefined) [@basitdesigns](/creator/undefined) [@rayfernando1337](/creator/undefined) [@chatgptapp](/creator/undefined) [@basit_designs](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Shopify Inc (SHOP)](/topic/$shop) [Birkenstock Holding plc (BIRK)](/topic/$birk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Does Skechers need Sneaker Culture - or is it winning without it https://www.linkedin.com/posts/marcel-melzig-a73b2733_skechers-sneakerculture-brandstrategy-activity-7291727066595545089-dh2autm_source=share&utm_medium=member_ios https://www.linkedin.com/posts/marcel-melzig-a73b2733_skechers-sneakerculture-brandstrategy-activity-7291727066595545089-dh2autm_source=share&utm_medium=member_ios"  
[X Link](https://x.com/MMelzig/status/1885976203976126623)  2025-02-02T08:59Z [--] followers, [--] engagements


"Lets talk about the sportswear game. The numbers are in and they tell a clear story about whos winning. Check out the top [--] brands by revenue 2024:"  
[X Link](https://x.com/MMelzig/status/1904506460765041056)  2025-03-25T12:11Z [--] followers, [--] engagements


"1 Nike $51.36B (+0.3%) [--] adidas $24.60B (+6.3%) [--] lululemon $9.62B (+18.8%) [--] PUMA Group $9.26B (+4.0%) [--] Skechers $8.97B (+12.1%) [--] New Balance $7.80B (+20.0%) [--] Under Armour $5.70B (-3.4%) [--] ASICS $4.85B (+18.9%) [--] FILA $3.28B (+3.8%) 🔟 On $2.55B (+29.4%)"  
[X Link](https://x.com/MMelzig/status/1904506532080816179)  2025-03-25T12:11Z [--] followers, [--] engagements


"Nike still holds the top spot but its under pressure in [----] Lululemon New Balance Asics and Skechers are making moves with impressive growth rates. Adidas showing how important classics can be Under Armour is taking a hit ON is growing at almost 30%"  
[X Link](https://x.com/MMelzig/status/1904506841284960560)  2025-03-25T12:13Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_681m-254b-essilorluxottica-has-quietly-activity-7344982966562877440-E6c-utm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_681m-254b-essilorluxottica-has-quietly-activity-7344982966562877440-E6c-utm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1939224256694624288)  2025-06-29T07:27Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_ons-new-lightspray-factory-in-zurich-is-activity-7347519869464064000-xao4utm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_ons-new-lightspray-factory-in-zurich-is-activity-7347519869464064000-xao4utm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1941759421517799704)  2025-07-06T07:21Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-luxury-brand-paradox-everyone-is-chasing-activity-7360203254288289793-3Ylbutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-luxury-brand-paradox-everyone-is-chasing-activity-7360203254288289793-3Ylbutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1954439594922909850)  2025-08-10T07:08Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-surprise-winners-of-the-2025-resale-race-activity-7361652880606474241-39QQutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-surprise-winners-of-the-2025-resale-race-activity-7361652880606474241-39QQutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1955888193087086750)  2025-08-14T07:04Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_ly-ephemeral-luxury-activity-7371799776595550208-QPHoutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_ly-ephemeral-luxury-activity-7371799776595550208-QPHoutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1966043874725347768)  2025-09-11T07:39Z [--] followers, [--] engagements


"🎯 lululemon vs. Alo Yoga: Athleisure isnt a trend. Its a lifestyle. https://www.linkedin.com/posts/marcel-melzig-a73b2733_athleisure-lululemon-aloyoga-activity-7286653639979335681-fXHJutm_source=share&utm_medium=member_ios https://www.linkedin.com/posts/marcel-melzig-a73b2733_athleisure-lululemon-aloyoga-activity-7286653639979335681-fXHJutm_source=share&utm_medium=member_ios"  
[X Link](https://x.com/MMelzig/status/1880896893145743539)  2025-01-19T08:35Z [--] followers, [--] engagements


"I just published Skechers is growing fast but does it need Sneaker Culture https://link.medium.com/QsXJFRIX1Qb https://link.medium.com/QsXJFRIX1Qb"  
[X Link](https://x.com/MMelzig/status/1891057037133398226)  2025-02-16T09:28Z [--] followers, [--] engagements


"lululemon just raised the bar and its electric. Say hello to  a campaign fueled by none other than Lewis Hamilton https://www.linkedin.com/posts/marcel-melzig-a73b2733_athleisure-evolution-business-activity-7300046919219769345-rlfgutm_source=share&utm_medium=member_ios&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE https://www.linkedin.com/posts/marcel-melzig-a73b2733_athleisure-evolution-business-activity-7300046919219769345-rlfgutm_source=share&utm_medium=member_ios&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE"  
[X Link](https://x.com/MMelzig/status/1894284987794325751)  2025-02-25T07:15Z [--] followers, [--] engagements


"Herms vs LVMH https://www.linkedin.com/posts/marcel-melzig-a73b2733_herm%C3%A8s-grew-from-57b-to-2475b-without-activity-7320341223305613313-fFbEutm_source=share&utm_medium=member_ios&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE https://www.linkedin.com/posts/marcel-melzig-a73b2733_herm%C3%A8s-grew-from-57b-to-2475b-without-activity-7320341223305613313-fFbEutm_source=share&utm_medium=member_ios&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE"  
[X Link](https://x.com/MMelzig/status/1914577595871473988)  2025-04-22T07:10Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-adidas-adizero-franchise-is-exploding-activity-7393195653516087296-hTMEutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-adidas-adizero-franchise-is-exploding-activity-7393195653516087296-hTMEutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1987431171605622832)  2025-11-09T08:04Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_leggings-didnt-do-this-how-alo-yoga-turned-activity-7405169612700557312-e06Hutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_leggings-didnt-do-this-how-alo-yoga-turned-activity-7405169612700557312-e06Hutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/1999405498714501433)  2025-12-12T09:06Z [--] followers, [--] engagements


"Luxury brands spent decades building scarcity. Now AI can predict demand with 99% accuracy. Does perfect forecasting kill the magic of "limited edition" When algorithms know exactly how many people want your product what happens to exclusivity"  
[X Link](https://x.com/MMelzig/status/2019871759844143520)  2026-02-06T20:32Z [--] followers, [--] engagements


"@basit_designs Amazing"  
[X Link](https://x.com/MMelzig/status/2020120130848461133)  2026-02-07T12:59Z [--] followers, [---] engagements


"Everyone is obsessing over AI design tools. Midjourney moodboards. Generative prints. Useful Yes. But the real competitive advantage is not in the design studio. It is in demand sensing"  
[X Link](https://x.com/MMelzig/status/2020120367759778075)  2026-02-07T13:00Z [--] followers, [--] engagements


"Everyone obsesses over AI design tools. Midjourney moodboards. Generative prints. Virtual samples. Useful Yes. But the real competitive advantage is not in the design studio. It is in demand sensing. Free guide: https://dub.sh/MYht5vw https://dub.sh/MYht5vw"  
[X Link](https://x.com/MMelzig/status/2020127911387492827)  2026-02-07T13:30Z [--] followers, [--] engagements


"@RayFernando1337 Can I run two openclaw instances"  
[X Link](https://x.com/MMelzig/status/2020381325535113689)  2026-02-08T06:16Z [--] followers, [--] engagements


"Luxury brands raised prices 40% in [--] years. Quality Stagnant. Now shoppers are asking: What am I actually paying for The value equation is broken. The correction is coming"  
[X Link](https://x.com/MMelzig/status/2020407281469517941)  2026-02-08T08:00Z [--] followers, [--] engagements


"Neiman Marcus is shrinking. Saks is restructuring. US luxury wholesale is contracting. But direct-to-consumer is growing. The middleman is dying. The brand relationship is what matters now"  
[X Link](https://x.com/MMelzig/status/2020558258562560118)  2026-02-08T18:00Z [--] followers, [--] engagements


"3 AI myths fashion brands believe: 1) AI replaces designers (reality: augments) 2) Need data science team (reality: start small) 3) More AI = advantage (reality: clear strategy wins). Free breakdown: https://dub.sh/fNR0yb9 https://dub.sh/fNR0yb9"  
[X Link](https://x.com/MMelzig/status/2020830042205585800)  2026-02-09T12:00Z [--] followers, [--] engagements


"The quiet luxury correction is already happening. Loro Piana revenue up 19%. Brunello Cucinelli guiding +17% for [----]. Meanwhile Prada Group's Miu Miu grew 93% by leaning into maximalist energy. Signal: The pendulum swings fast. Are you positioned for the swing back"  
[X Link](https://x.com/MMelzig/status/2020407469051359610)  2026-02-08T08:00Z [--] followers, [--] engagements


"Fashion execs spend millions on trend forecasting. Meanwhile Depop's 35M users generate real demand signals dailyfor free. What "expertise" are you paying for that the market provides better"  
[X Link](https://x.com/MMelzig/status/2020437556874420484)  2026-02-08T10:00Z [--] followers, [--] engagements


"https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-super-bowl-is-now-fashions-biggest-ad-activity-7426535349474025472-z34lutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/marcel-melzig-a73b2733_the-super-bowl-is-now-fashions-biggest-ad-activity-7426535349474025472-z34lutm_medium=ios_app&rcm=ACoAAAcbizcB8GYGYISvZNsooHWyj1XbizkXezE&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/MMelzig/status/2020770805580550198)  2026-02-09T08:04Z [--] followers, [--] engagements


"Birkenstock's Q4 revenue jumped 15% while Nike's direct sales flatlined. The shift isn't about comfort vs performance. It's about brands that built scarcity before chasing scale. Most sportswear giants are still running the wrong playbook"  
[X Link](https://x.com/MMelzig/status/2020860249218158647)  2026-02-09T14:00Z [--] followers, [--] engagements


"Gucci and Balenciaga now operate official resale channels. Not because they love secondhandbecause they'd rather own the customer data than let StockX have it. Defensive strategy dressed as sustainability"  
[X Link](https://x.com/MMelzig/status/2021237778466631851)  2026-02-10T15:00Z [--] followers, [--] engagements


"UBS just called Under Armour a 'turnaround stock with an undervalued brand.' They're forecasting 25% EPS CAGR through [----]. The market isn't paying attention. Here's why they might be wrong or right. 🧵"  
[X Link](https://x.com/MMelzig/status/2021283025049485643)  2026-02-10T18:00Z [--] followers, [--] engagements


"Bjrn Gulden achieved Adidas four-year turnaround plan in three years. The numbers: 13% currency-neutral growth. 24.8B revenue. 2.06B operating profit. While Nike bleeds jobs and Under Armour loses Steph Curry Adidas is buying back $1.2B in stock. Gulden is playbook is not complicated: diverse portfolio speed to market knowing Adidas does not need to beat Nike in America to win globally. Right now They are taking market share while everyone else defends theirs. https://twitter.com/i/web/status/2021283027914248373 https://twitter.com/i/web/status/2021283027914248373"  
[X Link](https://x.com/MMelzig/status/2021283027914248373)  2026-02-10T18:00Z [--] followers, [--] engagements


"Kering shares surged 13% today. Not because Gucci's turnaround is working it's not. Sales fell for a third straight year. The market cheered because the bleeding slowed. And because Luca de Meo sounds like he gets it. 'We can question everything from scratch.' The bet isn't on Gucci's next collection. It's on whether an outsider can impose operational discipline on a creative house. https://twitter.com/i/web/status/2021298123969266144 https://twitter.com/i/web/status/2021298123969266144"  
[X Link](https://x.com/MMelzig/status/2021298123969266144)  2026-02-10T19:00Z [--] followers, [--] engagements


"AI implementation that works: Days 1-30 Foundation Days 31-60 Pilot Days 61-90 Scale. Start small. Prove value. Expand. Free 90-day roadmap: https://dub.sh/h2Fo8z8 https://dub.sh/h2Fo8z8"  
[X Link](https://x.com/MMelzig/status/2021313223526580690)  2026-02-10T20:00Z [--] followers, [--] engagements


"ChatGPT just became a checkout. Not just discoverydirect purchase. This is the biggest shift in online shopping since the iPhone. Fashion brands: your API-accessible product data is now your most valuable asset. AI doesn't browse. It buys"  
[X Link](https://x.com/MMelzig/status/2021481120613925074)  2026-02-11T07:07Z [--] followers, [--] engagements


"@ChatGPTapp just became a checkout. Not just discovery direct purchase. This is the biggest shift in online shopping since the iPhone. Fashion brands: your API-accessible product data is now your most valuable asset. AI doesn't browse. It buys"  
[X Link](https://x.com/MMelzig/status/2021493678913827072)  2026-02-11T07:57Z [--] followers, [--] engagements


"Western luxury brands still lead with European heritage in China. Meanwhile local consumer preferences have shifted toward quiet luxury and domestic craftsmanship. The message and the market are misaligned"  
[X Link](https://x.com/MMelzig/status/2021524621267493084)  2026-02-11T10:00Z [--] followers, [--] engagements


"Under Armour Q3: Operating loss $150M. But: Kevin Plank says "December marks the bottom." Guidance raised: $0.10-0.11/share (was $0.03-0.05) SKU cut: 25% fewer products focus on higher prices Stock +13%. The turnaround story no one is watching closely enough"  
[X Link](https://x.com/MMelzig/status/2021554821627805937)  2026-02-11T12:00Z [--] followers, [--] engagements


"ChatGPT is becoming checkout. Not just discovery. The biggest shift in online shopping since the iPhone. Fashion brands: Your API-accessible product content is now your most valuable asset. AI does not browse. AI buys"  
[X Link](https://x.com/MMelzig/status/2021585030720651471)  2026-02-11T14:00Z [--] followers, [--] engagements


"@Shopify Q4 just dropped. +31% YoY revenue ($2.8B) $75B GMV 61% Shopify Plus growth This is THE D2C weather vane for fashion brands. Strong Shopify = healthy online fashion. Watch this number. It predicts your favorite brand's Q1. $SHOP #ecommerce #fashiontech"  
[X Link](https://x.com/MMelzig/status/2021624057515659430)  2026-02-11T16:35Z [--] followers, [--] engagements


"@Shopify Q4 just dropped. +31% YoY revenue ($2.8B) $75B GMV + 61% Shopify Plus growth This is THE D2C weather vane for fashion brands. Strong Shopify = healthy online fashion. Watch this number. It predicts your favorite brand's Q1. $SHOP #ecommerce #fashiontech"  
[X Link](https://x.com/MMelzig/status/2021626963920621942)  2026-02-11T16:46Z [--] followers, [--] engagements


"Shopify Q4 just dropped. +31% YoY revenue ($2.8B) $75B GMV +61% Shopify Plus growth This is THE D2C weather vane for fashion brands. Strong Shopify = healthy online fashion. Watch this number. It predicts your favorite brand's Q1. $SHOP #ecommerce #fashiontech"  
[X Link](https://x.com/MMelzig/status/2021627489198780727)  2026-02-11T16:48Z [--] followers, [---] engagements


"Skechers just went private for $9.4B. The bet: comfort outlasts hype cycles. While Nike chases drops and Adidas rides Samba nostalgia Skechers quietly became the #3 footwear company by volume. No collabs. No resale premium. Just distribution depth and footbed R&D. 3G Capital sees what the market missed. The playbook: take share from below not above. https://twitter.com/i/web/status/2021645410453139732 https://twitter.com/i/web/status/2021645410453139732"  
[X Link](https://x.com/MMelzig/status/2021645410453139732)  2026-02-11T18:00Z [--] followers, [--] engagements


"@ollama @MiniMax_AI @ollama getting [---] weekly limit"  
[X Link](https://x.com/MMelzig/status/2022043816203891158)  2026-02-12T20:23Z [--] followers, [---] engagements


"@Cartersaundersx @ollama @MiniMax_AI I do not have a paid Ollama subscription"  
[X Link](https://x.com/MMelzig/status/2022225975556419865)  2026-02-13T08:26Z [--] followers, [--] engagements


"I analyzed [--] sportswear giants for Q1 2026: Nike Adidas On Lululemon Puma New Balance The shifts are bigger than headlines suggest. Same industry six different trajectories. 8-page report (free): https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022226738856780224)  2026-02-13T08:30Z [--] followers, [--] engagements


"NYFW kicks off today with a generational handoff. Rachel Scott debuts at Proenza Schouler. Public School returns. The story Legacy houses betting on emerging talent. For sportswear brands these are your next collab targets before they blow up. Watch Coach Tory Burch Calvin Klein this week. https://twitter.com/i/web/status/2021849285927870574 https://twitter.com/i/web/status/2021849285927870574"  
[X Link](https://x.com/MMelzig/status/2021849285927870574)  2026-02-12T07:30Z [--] followers, [--] engagements


"73% of fashion brands fail in year [--]. Not because the product sucked. Because they tried to sell to everyone. Pick a lane. Own it. Scale later"  
[X Link](https://x.com/anyuser/status/2022626904071901664)  2026-02-14T11:00Z [--] followers, [--] engagements


"The sportswear shakeup nobody is talking about. Nike direct push. Adidas recovery. On quiet dominance. [--] pages of data: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022672183412297954)  2026-02-14T14:00Z [--] followers, [--] engagements


"The sportswear shakeup nobody is talking about. Nike direct push. Adidas recovery. On quiet dominance. [--] pages of data: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022950097265602665)  2026-02-15T08:24Z [--] followers, [--] engagements


"Birkenstock up 5% yesterday while retail bleeds. The trade: comfort is recession-proof. Not hype. Not drops. Just footbeds that work. The market is rewarding brands with actual utility"  
[X Link](https://x.com/MMelzig/status/2021494431120228662)  2026-02-11T08:00Z [--] followers, [--] engagements


"LVMH China revenue fell 10% in [----]. Miu Miu's grew 89%. The difference Miu Miu's creative director lives in Shanghai half the year. Proximity beats heritage when tastes shift this fast"  
[X Link](https://x.com/MMelzig/status/2021494436388274588)  2026-02-11T08:00Z [--] followers, [--] engagements


"Herms FY25: Revenue: 15.2B (+13%) Margin: 43% While Kering rebuilds and LVMH slows Herms proves the Birkin waitlist isn't a bug. It's the product. Scarcity sells"  
[X Link](https://x.com/MMelzig/status/2021850213770727711)  2026-02-12T07:33Z [--] followers, [--] engagements


"Kering +10.3% after Q4 beat. Gucci sales "only" down 10% that's progress after -25% in H1. Luca de Meo's Renault playbook is translating: stabilize then rebuild. Luxury and sportswear turnarounds follow the same curve. First [--] months: stop the bleeding. Month 6-12: narrative shift. Year 2: growth. https://twitter.com/i/web/status/2021887002627785181 https://twitter.com/i/web/status/2021887002627785181"  
[X Link](https://x.com/anyuser/status/2021887002627785181)  2026-02-12T10:00Z [--] followers, [--] engagements


"LVMH China: -10%. Miu Miu China: +89%. Same market opposite results. The difference is not distributionit is presence. Miuccia Pradas team embedded in Shanghai collaborated with local artists moved at Chinese speed. European heritage still sells but proximity to culture sells faster. https://twitter.com/i/web/status/2021887018691883193 https://twitter.com/i/web/status/2021887018691883193"  
[X Link](https://x.com/anyuser/status/2021887018691883193)  2026-02-12T10:00Z [--] followers, [--] engagements


"$BIRK Q1 FY2026: +18% Revenue Holiday Demand trgt. Die Comfort-Sandalen-Marke zeigt: Konsumenten kaufen auch in unsicheren Zeiten Premium-Produkte wenn sie einen klaren Value haben (Gesundheit Langlebigkeit). Key Insight: Birkenstocks Expansion in Direct-to-Consumer und geographische Mrkte (Asien) zahlt sich aus. Die Marke ist nicht mehr nur "deutsches Sommer-Produkt" sie wird zum globalen Lifestyle-Play. Was fr Q2 beobachten: DTC-Anteil (Margen-Verbesserung) Asien-Wachstum (China Recovery) Wholesale-Partnerschaften (Margin Pressure) $BIRK $NKE $ADDYY #Birkenstock #Earnings"  
[X Link](https://x.com/anyuser/status/2021892921033945162)  2026-02-12T10:23Z [--] followers, [--] engagements


"$BIRK Q1 FY2026: +18% Revenue Holiday Demand delivered. The comfort sandal brand proves: Consumers still buy premium in uncertain times when there is clear value (health longevity). Key Insight: Birkenstock DTC expansion and geographic diversification (Asia) is paying off. The brand is no longer just a German summer product it is becoming a global lifestyle play. What to watch for Q2: DTC mix (margin improvement) Asia growth (China recovery) Wholesale partnerships (margin pressure) $BIRK $NKE $ADDYY #Birkenstock #Earnings https://twitter.com/i/web/status/2021893688612589653"  
[X Link](https://x.com/anyuser/status/2021893688612589653)  2026-02-12T10:26Z [--] followers, [--] engagements


"I analyzed [--] sportswear giants (Nike Adidas On Lulu Puma NB) for Q1 [----]. The shifts are bigger than headlines suggest: Nike fighting a 'Win Now' turnaround Adidas executing post-Yeezy recovery (+13%) On Running taking share from legacy players Lululemon down 57% under pressure [--] pages. Data-driven. No fluff. Free download: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2021992721582547115)  2026-02-12T17:00Z [--] followers, [--] engagements


"Crocs Q4 just dropped 👀 $957M revenue (-3.2% YoY) Beat EPS estimates Stock +11.8% after hours The ugly shoe keeps winning. While hype brands chase trends Crocs sells comfort and personality. [----] guidance: flat to +2% growth 10% international. This is THE comfort footwear demand signal. Strong Crocs = consumers prioritize function over fashion. Watch this number. It predicts the durability trend in footwear. What's your prediction 📈📉 $CROX footwear https://twitter.com/i/web/status/2022039642690994198 https://twitter.com/i/web/status/2022039642690994198"  
[X Link](https://x.com/anyuser/status/2022039642690994198)  2026-02-12T20:06Z [--] followers, [--] engagements


"Retail earnings season = signal season. What I'm watching: Shopify (D2C health check) Nike (turnaround progress) LVMH (China demand) Birkenstock (growth sustainability) These numbers predict Q2 for the entire industry"  
[X Link](https://x.com/anyuser/status/2022385286559469836)  2026-02-13T19:00Z [--] followers, [--] engagements


"73% of fashion brands fail in year [--]. Not because the product sucked. Because they tried to sell to everyone. Pick a lane. Own it. Scale later"  
[X Link](https://x.com/MMelzig/status/2022950094765723835)  2026-02-15T08:24Z [--] followers, [--] engagements


"Weekend thought:nnThe fashion brands winning in [----] have one thing in common:nnThey stopped trying to be everything to everyone.nnThey picked their lane.nThey mastered their niche.nThey built community before marketing.nnWhat is your lane"  
[X Link](https://x.com/MMelzig/status/2022950823895175193)  2026-02-15T08:27Z [--] followers, [--] engagements


"Clarity beats budget. Every time"  
[X Link](https://x.com/anyuser/status/2023068501087334788)  2026-02-15T16:14Z [--] followers, [--] engagements


"AI is reshaping fashion faster than most realize. Not in [----]. In [----]. The brands using AI for personalization inventory and design are already winning. The ones waiting Playing catch-up"  
[X Link](https://x.com/anyuser/status/2022950815477170196)  2026-02-15T08:27Z [--] followers, [--] engagements


"The sportswear shakeup nobody is talking about. Nike direct push. Adidas recovery. On quiet dominance. [--] pages of data: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022950097265602665)  2026-02-15T08:24Z [--] followers, [--] engagements


"Morning thought: AI is not replacing fashion strategists. Strategists who use AI will replace those who do not"  
[X Link](https://x.com/anyuser/status/2022945565424914657)  2026-02-15T08:06Z [--] followers, [--] engagements


"24 pages. One day. Zero agency fees. Build your fashion brand foundation: $7. Less than a coffee. More valuable than most $500 courses. https://marcelmelzig.gumroad.com/l/fashionbrandguide https://marcelmelzig.gumroad.com/l/fashionbrandguide"  
[X Link](https://x.com/anyuser/status/2022747674286657681)  2026-02-14T19:00Z [--] followers, [--] engagements


"Most underrated fashion brand right now I will start: Snow Peak. Functional luxury that does not try too hard. Your turn"  
[X Link](https://x.com/anyuser/status/2022702377904812107)  2026-02-14T16:00Z [--] followers, [--] engagements


"The sportswear shakeup nobody is talking about. Nike direct push. Adidas recovery. On quiet dominance. [--] pages of data: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022672183412297954)  2026-02-14T14:00Z [--] followers, [--] engagements


"73% of fashion brands fail in year [--]. Not because the product sucked. Because they tried to sell to everyone. Pick a lane. Own it. Scale later"  
[X Link](https://x.com/anyuser/status/2022626904071901664)  2026-02-14T11:00Z [--] followers, [--] engagements


"Quick thought before the weekend: The brands winning in [----] are not the ones with the biggest ad budgets. They are the ones with the clearest story. Nike: Just Do It (still) Adidas: Through sport we have the power to change lives On: Run on clouds Clarity beats budget. Every time"  
[X Link](https://x.com/anyuser/status/2022597251659632989)  2026-02-14T09:02Z [--] followers, [--] engagements


"Retail earnings season = signal season. What I'm watching: Shopify (D2C health check) Nike (turnaround progress) LVMH (China demand) Birkenstock (growth sustainability) These numbers predict Q2 for the entire industry"  
[X Link](https://x.com/anyuser/status/2022385286559469836)  2026-02-13T19:00Z [--] followers, [--] engagements


"Stop guessing. Start building. 24-page guide to define your fashion brand in one day: Mission values positioning Customer persona (beyond age/gender) Visual identity planner Brand voice guide 30-day launch plan [--] (less than a lunch) Code FRIDAY15 = 15% off https://marcelmelzig.gumroad.com/l/fashionbrandguide https://marcelmelzig.gumroad.com/l/fashionbrandguide"  
[X Link](https://x.com/anyuser/status/2022353877274890320)  2026-02-13T16:55Z [--] followers, [--] engagements


"The luxury resale market is becoming infrastructure not just a channel. What I'm tracking: StockX IPO rumors Vestiaire Collective profitability Brand-owned resale programs (Gucci Patagonia) The brands that treat resale as strategynot threatare winning"  
[X Link](https://x.com/anyuser/status/2022264515778543700)  2026-02-13T11:00Z [--] followers, [--] engagements


"I analyzed [--] sportswear giants for Q1 2026: Nike Adidas On Lululemon Puma New Balance The shifts are bigger than headlines suggest. Same industry six different trajectories. 8-page report (free): https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2022226738856780224)  2026-02-13T08:30Z [--] followers, [--] engagements


"Crocs Q4 just dropped 👀 $957M revenue (-3.2% YoY) Beat EPS estimates Stock +11.8% after hours The ugly shoe keeps winning. While hype brands chase trends Crocs sells comfort and personality. [----] guidance: flat to +2% growth 10% international. This is THE comfort footwear demand signal. Strong Crocs = consumers prioritize function over fashion. Watch this number. It predicts the durability trend in footwear. What's your prediction 📈📉 $CROX footwear https://twitter.com/i/web/status/2022039642690994198 https://twitter.com/i/web/status/2022039642690994198"  
[X Link](https://x.com/anyuser/status/2022039642690994198)  2026-02-12T20:06Z [--] followers, [--] engagements


"I analyzed [--] sportswear giants (Nike Adidas On Lulu Puma NB) for Q1 [----]. The shifts are bigger than headlines suggest: Nike fighting a 'Win Now' turnaround Adidas executing post-Yeezy recovery (+13%) On Running taking share from legacy players Lululemon down 57% under pressure [--] pages. Data-driven. No fluff. Free download: https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026 https://marcelmelzig.gumroad.com/l/sportswear-intelligence-q1-2026"  
[X Link](https://x.com/anyuser/status/2021992721582547115)  2026-02-12T17:00Z [--] followers, [--] engagements


"Free 5-page guide: The [--] AI shifts reshaping fashion in [----]. From experimentation to infrastructure. From forecasting to demand sensing. Get the framework before your competitors do. Link in bio"  
[X Link](https://x.com/anyuser/status/2021902137249464404)  2026-02-12T11:00Z [--] followers, [--] engagements


"$BIRK Q1 FY2026: +18% Revenue Holiday Demand delivered. The comfort sandal brand proves: Consumers still buy premium in uncertain times when there is clear value (health longevity). Key Insight: Birkenstock DTC expansion and geographic diversification (Asia) is paying off. The brand is no longer just a German summer product it is becoming a global lifestyle play. What to watch for Q2: DTC mix (margin improvement) Asia growth (China recovery) Wholesale partnerships (margin pressure) $BIRK $NKE $ADDYY #Birkenstock #Earnings https://twitter.com/i/web/status/2021893688612589653"  
[X Link](https://x.com/anyuser/status/2021893688612589653)  2026-02-12T10:26Z [--] followers, [--] engagements


"$BIRK Q1 FY2026: +18% Revenue Holiday Demand trgt. Die Comfort-Sandalen-Marke zeigt: Konsumenten kaufen auch in unsicheren Zeiten Premium-Produkte wenn sie einen klaren Value haben (Gesundheit Langlebigkeit). Key Insight: Birkenstocks Expansion in Direct-to-Consumer und geographische Mrkte (Asien) zahlt sich aus. Die Marke ist nicht mehr nur "deutsches Sommer-Produkt" sie wird zum globalen Lifestyle-Play. Was fr Q2 beobachten: DTC-Anteil (Margen-Verbesserung) Asien-Wachstum (China Recovery) Wholesale-Partnerschaften (Margin Pressure) $BIRK $NKE $ADDYY #Birkenstock #Earnings"  
[X Link](https://x.com/anyuser/status/2021892921033945162)  2026-02-12T10:23Z [--] followers, [--] engagements


"LVMH China: -10%. Miu Miu China: +89%. Same market opposite results. The difference is not distributionit is presence. Miuccia Pradas team embedded in Shanghai collaborated with local artists moved at Chinese speed. European heritage still sells but proximity to culture sells faster. https://twitter.com/i/web/status/2021887018691883193 https://twitter.com/i/web/status/2021887018691883193"  
[X Link](https://x.com/anyuser/status/2021887018691883193)  2026-02-12T10:00Z [--] followers, [--] engagements


"Kering +10.3% after Q4 beat. Gucci sales "only" down 10% that's progress after -25% in H1. Luca de Meo's Renault playbook is translating: stabilize then rebuild. Luxury and sportswear turnarounds follow the same curve. First [--] months: stop the bleeding. Month 6-12: narrative shift. Year 2: growth. https://twitter.com/i/web/status/2021887002627785181 https://twitter.com/i/web/status/2021887002627785181"  
[X Link](https://x.com/anyuser/status/2021887002627785181)  2026-02-12T10:00Z [--] followers, [--] engagements

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