Core Viewpoint - Nike (NKE) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended August 2025, with the consensus outlook indicating a significant impact on its near-term stock price based on actual results compared to estimates [1][3]. Earnings Expectations - The consensus estimate for Nike's quarterly earnings is $0.28 per share, reflecting a year-over-year decrease of 60% [3]. - Revenues are projected to be $11 billion, which is a decline of 5.1% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates during this period [4]. - A positive Earnings ESP of +25.35% suggests that analysts have recently become more optimistic about Nike's earnings prospects, as the Most Accurate Estimate is higher than the Zacks Consensus Estimate [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Nike currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Nike was expected to post earnings of $0.12 per share but exceeded this with actual earnings of $0.14, resulting in a surprise of +16.67% [13]. - Over the past four quarters, Nike has consistently beaten consensus EPS estimates [14].

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Group 1 - Major consumer and tech companies are set to report earnings in the upcoming week, with Costco Wholesale Corporation reporting on Thursday after market close and Accenture plc Class A (Ireland) before market open [1] - Micron Technology Inc. will kick off the earnings reports on Tuesday after market close, while Nike Inc. will conclude the reporting next Tuesday after market close [1] - Carnival Corporation and Carnival Plc ADS will report pre-market next Monday, amidst a moderately dense earnings schedule [1]

Long-Awaited NikeSKIMS Launches To Reignite Nike’s Women’s Businesshttps://t.co/4yssIql7UD https://t.co/0fZtsvfJC9 ...

智通财经APP获悉，耐克(NKE.US)宣布，与金·卡戴珊旗下的塑身衣品牌Skims合作推出的运动装系列已 确定将于本周上市，此前由于生产延误而推迟发布。这个名为"NikeSKIMS "的合作项目是这家运动鞋 公司赢得更多女性消费者的策略中的一项关键举措，旨在从像Lululemon(LULU.US)、Vuori和Alo Yoga 等更贴近女性需求的品牌手中夺回市场份额。 新系列将于周五上市，包含三个核心系列——哑光、光泽和轻盈。这些系列会按季节进行更新。该系列 将推出约 40 种新款式和单品，适用于健身房与户外运动。除了核心的服装系列之外，NikeSKIMS 还将 推出一系列季节性产品——包括复古系列和可叠穿的单品，这些单品可用于打造运动装风格的造型。 在两家公司于 2 月宣布合作之后，他们原计划在春季推出首个系列产品，全球推广计划定于 2026 年进 行。但由于内部生产延误(并非由于供应商或运输问题所致)，他们于 6 月初将这一计划推迟了。 NikeSKIMS 正在与众多顶尖女运动员一同推广这一新系列产品，其中包括前网球选手塞雷娜·威廉姆 斯、田径奥运选手沙卡里·里查森、体操运动员乔丹·奇利斯以及滑雪运动员 ...

Core Insights - Nike has launched its highly anticipated annual project, NikeSKIMS, featuring 7 series and 58 products aimed at combining fitness functionality with fashion [1][5][6] Product Overview - The initial product launch includes three key series focused on different training intensities: Matte series for medium intensity, Shine series for strength training, and Airy series for low intensity [9] - The collection emphasizes both style and functionality, showcasing a blend of SKIMS' body-inclusive design and Nike's athletic performance [7][10] Marketing and Branding - A creative short film titled "Bodies at Work" was released, featuring over 50 female athletes, including Kim Kardashian, highlighting the mission to redefine women's sportswear [3][17] - The collaboration with Kardashian aims to attract a new generation of young women, positioning her as a potential symbol for Nike's women's segment, akin to Michael Jordan for men's basketball [17][19] Competitive Landscape - NikeSKIMS enters a competitive market dominated by brands like Lululemon and Alo, which have established strong footholds in women's athletic wear [14][15] - Despite Lululemon's recent market challenges, it still maintains significant revenue, indicating a robust demand for women's fitness apparel [15] - The market is increasingly crowded with vertical brands gaining traction, suggesting that NikeSKIMS must deliver not only product quality but also a compelling brand narrative to succeed [21]

Market Update - Stocks are higher on Monday, overcoming a soft open, with the market-weighted S&P 500 outperforming the Invesco S&P 500 Equal Weight ETF [1] - The data center trade received a boost from Nvidia and OpenAI's announcement of a strategic partnership to build and deploy at least 10 gigawatts of AI data centers, with Nvidia investing up to $100 billion in OpenAI [1] Nike Overview - Nike has been added to the watch list as the company seeks to overhaul its strategy after facing significant challenges since late 2021, particularly due to exposure to China's struggling economy [1] - Under former CEO John Donahoe, Nike lost its innovation edge in the direct-to-consumer business, allowing competitors to gain market share, leading to poor results and Donahoe's departure [1] - Nike veteran Elliott Hill has taken over, focusing on core sports categories and restoring relationships with retail partners, including a return to selling on Amazon [1] - The last earnings report in June showed better-than-expected quarterly results, indicating growing confidence in the turnaround [1] - Management expects to exit the first half of fiscal year 2026 with a "healthy and clean" inventory position, crucial for margins ahead of the holiday selling season [1] - Analysts have recently become bullish on Nike, with Cowen and RBC Capital upgrading their ratings to buy from hold, and Baird naming it a "bullish fresh pick" [1]

Nike's highly anticipated activewear line with Kim Kardashian's intimates brand Skims is set to launch this week after it was pushed back due to production delays, the companies announced Monday. The partnership, dubbed NikeSKIMS, is a key part of the sneaker company's strategy to win over more female shoppers and take back market share from brands like Lululemon, Vuori and Alo Yoga, which cater more closely to women. The new line will launch on Friday with three core collections – Matte, Shine and Airy – t ...

Core Insights - Nike's first product collaboration with Kim Kardashian's SKIMS is set to launch on September 26, featuring seven collections and 58 silhouettes available on both Nike and SKIMS' websites as well as select retail locations [2]. Group 1 - The collaboration marks a significant partnership between Nike and SKIMS, aiming to blend athletic wear with fashion [2]. - The collection will include a variety of styles, indicating a strategic move to attract a broader consumer base [2].

Core Insights - The world's largest sportswear group is shifting its focus back to athletics and store sales after prioritizing style and digital platforms for several years [1] Group 1 - The company is realigning its strategy to emphasize athletic performance and physical retail presence [1]