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Specialty Concepts Store Breakdown
Details the footprint and mix of specialty-brand locations (separate formats from core stores), highlighting where higher-margin or targeted customer segments may be driving growth and whether the company is successfully diversifying its retail strategy.
The real growth engine in specialty formats is the rapid roll‑out of Going Going Gone beginning in early 2025, while Golf Galaxy stays effectively mature and unchanged—meaning incremental unit growth is coming from a new outlet/off‑price concept rather than core golf. That expansion helps top‑line diversification but explains part of management’s higher preopening and SG&A guidance and near‑term margin pressure; if integrations (and the Foot Locker turnaround/ Fast Break momentum) hold, these openings should contribute comp and mix benefits over the medium term. 'Other' is immaterial.
DKS Specialty Concepts Store Breakdown
| Date | Golf Galaxy | Going Going Gone | Other |
|---|---|---|---|
| Jun 30, 2026 | 114.00 | 52.00 | 3.00 |
| Mar 31, 2026 | 113.00 | 52.00 | 3.00 |
| Dec 31, 2025 | 113.00 | 51.00 | 3.00 |
| Sep 30, 2025 | 112.00 | 51.00 | 3.00 |
| Jun 30, 2025 | 112.00 | 52.00 | 3.00 |
| Mar 31, 2025 | 110.00 | 50.00 | 3.00 |
| Dec 31, 2024 | 109.00 | 21.00 | 3.00 |
