Nike’s latest jacket is an inflatable system designed for Olympians. WSJ reporter Inti Pacheco tried it on at Nike’s headquarters in Beaverton, Ore.⁠ ⁠Learn more about how Nike CEO Elliott Hill is trying to reinvigorate the company. (corrects typo) https://t.co/Q186X92CKE https://t.co/MRfmuDqO41 ...

Nike's latest jacket is an inflatable system designed for Olympians. WSJ reporter Inti Pachecho tried it on at Nike's headquarters in Beaverton, Ore.⁠⁠Learn more about how Nike CEO Elliott Hill is trying to reinvigorate the company: https://t.co/xOAnublOyO https://t.co/etU5vPLxyK ...

Key Takeaways NIKE posts $11.72B in Q1 revenue as running surges and North America wholesale returns to growth.Steven Madden delivers 6.9% Q3 revenue growth and expands gross margin to 43.4%.SHOO shares have jumped 37% in three months, while analyst estimates have moved higher.In the competitive world of footwear and athleticwear, few matchups are as intriguing and revealing as the contrast between NIKE Inc. (NKE) and Steven Madden Ltd. (SHOO) . These two companies occupy very different corners of the indus ...

Core Viewpoint - Nike's stock has entered a "death cross" technical formation, indicating challenging times for the sneaker manufacturer [1] Group 1 - The "death cross" is a pessimistic technical indicator that suggests a potential decline in stock performance [1]

Core Insights - The engineering group has raised its full-year guidance for the second time this year, indicating strong performance in the first half of the year [1] Group 1 - Shares of the engineering group experienced a significant increase following the announcement of the raised guidance [1]

运动市场洗牌正在明显加剧。 天猫数据显示，在今年双十一运动户外全周期成交榜中，FILA排名第一，阿迪达斯排名第二，耐克排 名第三。近年来，这是耐克首次跌落榜首。在今年排名中，骆驼、lululemon、李宁、安踏、迪桑特、 北面、New Balance依次占据了4—10名。 在2024年，耐克、FILA、阿迪达斯排名前三，lululemon、李宁、安踏占据前六。在2023年，耐克、 FILA、安踏排名前三，阿迪达斯、李宁、New Balance占据前六。 更中国化？ 在今年双十一，耐克并非没有用力。 该品牌依旧打出"岂只5折"的核心口号，运动鞋低至200多元，形成全渠道优惠矩阵。甚至，耐克集团总 裁兼首席执行官贺雁峰(Elliott Hill)在双十一前期访问中国，从客观上形成督战局面。 促销之外，FILA则在运营端发力许多。比如，该品牌推出"客服一体化"项目，称其打破了电商渠道长 期存在的在线咨询与离线售后之间的壁垒，实现从购买前的咨询到售后问题解决都由专属客服"一票跟 进"。FILA数据显示，其羽绒服品类共有6款产品销量进入该品类Top 20；累计8款鞋类产品进入休闲鞋 细分品类销量Top 20。 需要注意 ...

Key Takeaways NKE's Q1 results show margin strain despite growth in running, wholesale and spring orders.Gross margin faces major pressure from discounts, product costs and new reciprocal tariffs.Structural challenges in China and softer digital traffic continue to weigh on profitability.NIKE Inc.’s (NKE) first-quarter fiscal 2026 results show a company fighting through margin pressure while doubling down on its transformation agenda. The sportswear giant’s “Win Now” actions, focused on sharpening product i ...

Group 1: Tmall Sales Trends - Tmall's sales rankings during major promotions serve as a window to observe consumer trends, industry changes, and brand performance [1] - Strong brands like Uniqlo have consistently topped the rankings, while emerging players like Songmont have shown significant growth [1] - Brands that have fallen behind exhibit common characteristics related to path dependence and market cycles [1] Group 2: Ralph Lauren and Teenie Weenie - Ralph Lauren and its counterparts, known as the "middle-class three treasures," gained popularity among urban middle-class consumers for their classic designs and comfort [2][4] - However, Ralph Lauren's presence has diminished in recent rankings, indicating a shift in consumer preferences [4] - Teenie Weenie, once seen as a perfect alternative to Ralph Lauren, has also experienced a significant decline in rankings and overall performance [5][7] Group 3: Old Puh Gold's Rise - Old Puh Gold has emerged as a significant player in the jewelry market, achieving remarkable growth despite the decline of traditional brands like Chow Tai Fook [11][12] - The brand's strategy focuses on positioning gold as a luxury item and targeting high-net-worth consumers [12][13] - Old Puh Gold's success is attributed to its selective expansion strategy and strong brand presence in high-end commercial centers [13][15] Group 4: Nike and Fila Competition - Nike, once dominant in the sportswear market, has faced challenges from Fila, which has recently taken the top spot in Tmall's sports category [16][18] - Fila's strategy emphasizes a complete outfit approach, while Nike's focus has shifted towards direct-to-consumer channels [20] - The structural misalignment in strategies has allowed Fila to capitalize on current consumer trends, leading to Nike's decline in rankings [20] Group 5: Outdoor Brands' Decline - The outdoor brands that gained popularity during the pandemic have seen a decline in rankings, highlighting the seasonal and cyclical nature of these products [21][23] - The registration of outdoor-related companies peaked in 2023, but growth has slowed in subsequent years, indicating a market correction [23] - Brands must innovate and deepen community engagement to sustain interest beyond initial trends [23] Group 6: Arc'teryx's Crisis - Arc'teryx experienced a sudden drop in rankings due to a controversial marketing event that contradicted its brand values [25][27] - The incident damaged consumer trust, which is crucial for premium brands that rely on their reputation for quality and expertise [27] - This situation serves as a warning for brands about the importance of aligning with consumer values and maintaining brand integrity [27]

格隆汇11月19日丨安利股份(300218.SZ)在互动平台表示，2025年，公司成为New Balance供应商，目前 相关合作处于产品开发阶段。公司是安踏战略合作伙伴，与安踏共建革膜技术创研中心；公司于2025年 1月升级成为耐克战略合作伙伴。 目前公司与安踏有少量订单跨境交付，李宁订单现阶段主要在国内生 产交付。 ...

Following my last article on NIKE ( NKE ), the stock has declined by 9%. As I was anticipating, the company's premium valuation clouds the outlook, and I still believe it will need more time to rebound.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where ...