The Skims collaboration is a big swing for Nike, complete with a branded film, a marketing campaign featuring more than 50 Nike athletes, and dozens of new products. ...

After a busy couple of weeks, including a GDP update and a rate cut from the Federal Open Market Committee (FOMC), the calendar turns to October with more economic data coming into view. A few notable earnings reports are on the agenda for next week, including Cal-Maine Foods (CALM), Carnival (CCL), Conagra Brands (CAG), Paychex (PYX), and Vail Resorts (MTN), but the one to watch will undoubtedly be Nike (NKE).Below is the schedule of key market events for the week ahead. All economic dates are tentative an ...

Core Viewpoint - NIKE, Inc. is expected to report a significant decline in earnings per share (EPS) for the fiscal first quarter of 2026, reflecting ongoing challenges in the market and competition, particularly in Greater China [2][5]. Financial Performance - NIKE is projected to report a profit of $0.28 per share on a diluted basis for Q1 2026, down 60% from $0.70 per share in the same quarter last year [2]. - For the full fiscal year 2026, analysts expect an EPS of $1.68, which represents a 22.2% decrease from $2.16 in fiscal 2025 [3]. - However, EPS is anticipated to rebound significantly to $2.59 in fiscal 2027, marking a year-over-year increase of 54.2% [3]. Stock Performance - Over the past 52 weeks, NIKE's stock has underperformed, declining by 21.3%, while the S&P 500 Index has gained 15.4% [4]. - The stock has also lagged behind the Consumer Discretionary Select Sector SPDR Fund, which saw an 18.3% increase during the same period [4]. Market Challenges - NIKE's struggles are attributed to several factors, including a lack of innovation, reduced reliance on third-party sellers, and intense competition from domestic brands in Greater China, such as Anta and Li-Ning [5]. - U.S. tariffs have further complicated sourcing from China and other manufacturing hubs like Vietnam [5]. Analyst Sentiment - The consensus opinion among analysts is moderately bullish, with a "Moderate Buy" rating overall. Out of 36 analysts, 15 recommend a "Strong Buy," four suggest a "Moderate Buy," 15 give a "Hold," and two recommend a "Strong Sell" [7]. - The average analyst price target for NIKE is $80.56, indicating a potential upside of 16.3% from current levels [7].

Core Viewpoint - NIKE Inc. is expected to report declines in both revenue and earnings for the first quarter of fiscal 2026, with projected revenues of $11 billion, reflecting a 5% year-over-year decrease, and earnings per share (EPS) of 28 cents, indicating a 60% decline from the previous year [1][2][9] Financial Performance - The Zacks Consensus Estimate for fiscal first-quarter revenues is $11 billion, suggesting a 5% decline from the prior year's figure [2] - The estimated EPS for the fiscal first quarter is 28 cents, indicating a significant 60% drop compared to the year-ago number [2] - In the last reported quarter, NIKE achieved an earnings surprise of 16.7%, beating the consensus estimate by an average of 42% over the trailing four quarters [3] Strategic Initiatives - NIKE is implementing its "Win Now" strategy, aimed at restoring brand momentum and positioning for sustainable growth after previous underperformance [5] - The company is focusing on leadership changes, product portfolio rebalancing, and enhancing marketing efforts through major sports events [6] - NIKE is prioritizing sports performance and product innovation, with new offerings like Pegasus Premium and Vomero 18, to cater to evolving consumer preferences [8] Market Positioning - NIKE is strengthening its wholesale partnerships and optimizing its supply chain, which is expected to cushion the bottom line in the upcoming quarter [7] - The company is revitalizing its digital and retail strategy by reducing promotions and improving premium brand positioning [10] Challenges - NIKE faces significant near-term challenges, including aggressive reductions in aging footwear franchises, a reset in China, and new U.S. tariffs that add a $1 billion structural cost burden [11][12] - Management anticipates a mid-single-digit revenue decline and a gross margin contraction of 350-425 basis points, with a notable impact from tariffs [13] - SG&A expenses are projected to increase, which may prolong profitability headwinds without a swift rebound in revenue growth [14] Stock Performance - NIKE shares have risen 13.9% over the past three months, outperforming the broader Consumer Discretionary sector and the S&P 500 [15] - However, NIKE's performance lags behind competitors like Wolverine World Wide and Steven Madden, which have seen significant stock price increases [16] Valuation - At a current price of $71.22, NIKE trades at a forward 12-month P/E multiple of 36.13X, which is above the industry average of 29.83X and the S&P 500's average of 23.44X [18] Long-term Outlook - NIKE's strategic initiatives are expected to build a strong foundation for long-term growth, focusing on innovation and improved consumer engagement [21] - While these efforts may create long-term value, short-term revenue challenges are anticipated due to weak demand in lifestyle products and ongoing issues in Greater China [23][25] - The company's long-term strategies aim to enhance brand equity and capture evolving consumer demand, despite the current financial pressures [24]

Group 1 - Nike shares fell below their 200-day moving average of $70.10, trading as low as $69.22 per share, representing a decline of approximately 2.6% on the day [1] - The 52-week range for Nike shares is between $52.28 (low) and $90.62 (high), with the last trade recorded at $69.57 [2]

Core Viewpoint - Analysts forecast a significant decline in Nike's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings release [1][6]. Earnings Estimates - Nike is expected to report earnings of $0.28 per share, reflecting a year-over-year decline of 60% [1]. - Revenue is anticipated to be $11 billion, down 5% compared to the same quarter last year [1]. - There have been no revisions in the consensus EPS estimate over the last 30 days, suggesting stability in analysts' expectations [1][2]. Revenue Projections - Revenue from Converse is projected to be $452.14 million, indicating a year-over-year decrease of 9.8% [3]. - Global Brand Divisions revenue is expected to reach $13.40 million, down 4.3% year-over-year [4]. - Footwear revenue is forecasted at $7.03 billion, reflecting a decline of 5.8% [4]. - Apparel revenue is estimated to be $2.95 billion, showing a decrease of 2.7% [4]. Geographic Revenue Insights - North America revenue is expected to be $4.62 billion, down 4.2% year-over-year [5]. - Asia Pacific & Latin America revenue is projected at $1.42 billion, indicating a decline of 3.1% [5]. - Europe, Middle East, and Africa revenue is forecasted to reach $3.09 billion, down 1.6% [5]. - Greater China revenue is anticipated to be $1.43 billion, reflecting a significant decline of 14.3% [6]. - Total Nike Brand revenue is expected to be $10.58 billion, down 4.7% from the prior year [6]. Performance Comparison - Nike shares have returned -8.8% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [7]. - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7].

来源：环球市场播报 美股周四早盘，耐克股价下跌2.2%，成为跌幅最大的道指30成份股。尽管该股走低，但目前部分分析 师认为，耐克股价有望继续上涨，甚至可能自去年初以来首次重回每股100美元以上的价位。 ...

NORTH READING, Mass., Sept. 25, 2025 (GLOBE NEWSWIRE) -- BRUNT Workwear, the fastest growing boot and apparel company for trade workers in the U.S., appointed Scott Roberts as Chief Merchandising Officer. Roberts spent more than 25 years leading merchandising at juggernaut brands like Nike and Columbia Sportswear, and joins BRUNT as the company charges ahead in redefining modern workwear. Since launching in 2020 to serve the 35 million U.S. trade workers, BRUNT has grown rapidly and is now bringing in leade ...

 VANCOUVER, British Columbia – TheNewswire - Sept 25, 2025: REV Exploration Corp. (“REV” or the “Company”) (TSXV: REVX) is pleased to provide the following update on its JMW Property in the very active Chapais-Chibougamau Gold Camp of Northern Quebec. JMW is an advanced prospect (nearly three dozen holes have been drilled historically) along the same trend as IAMGOLD’s multi-million-ounce Nelligan deposit 30 kilometres to the east. Permitting initiatives for JMW are progressing with the regional government ...

Group 1 - The article reiterates a buy recommendation on NIKE, Inc. (NYSE: NKE) shares, continuing from an initial coverage article published on September 5, 2024 [1] - The company is expected to report its financial results soon, which may impact investor sentiment and stock performance [1] Group 2 - The analysis is based on over 5 years of experience in equity analysis in Latin America, providing in-depth research and insights for informed investment decisions [1]