Sportswear maker Nike reported fiscal second quarter earnings (to November 30) that showed revenues that were better than expected overall, but disappointed in North America, Bloomberg reports. The company might be expecting a tough end to the year to, with its U.S. seaborne imports having fallen by 21.7% on a year earlier, Panjiva data shows, bringing the three month average to an increase of just 1.2% on a year earlier. By contrast imports by main rival Adidas were 41.3% higher and Under Armour were 23.2% better over the three month period.

Chart segments U.S. seaborne imports by corporate name for Nike, Skechers, Under Armour and Adidas. Source: Panjiva

The most marked recovery among the sportswear retailers though has been from Lululemon. Its imports jumped 44.9% in November and increased 31.6% over the quarter. That compared to the third quarter when shipments were 30.0% lower. The yoga-wear specialist may be benefiting from, or hoping for, a return to popularity of yoga as a pursuit and athleisure as a clothing line.

Chart shows U.S. seaborne imports associated with Lululemon. Source: Panjiva

That’s a broader trend that is already being seen in supply chains. Imports of yoga-related products generally climbed 6.3% in November to reach a new high, bringing the quarterly total 18.9% above the year prior. Sports shoes, by contrast, are 5.4% lower in the past three months. 2018 may be the year when meditation on the mat overtakes the running on the road.

Chart compares U.S. seaborne imports of yoga products vs. sports shoes. Source: Panjiva