Core Viewpoint - The US Equal Employment Opportunity Commission (EEOC) is investigating Nike for alleged discrimination against white employees and job applicants, demanding information related to the company's diversity initiatives and objectives [1][3]. Group 1: Investigation Details - The EEOC is seeking information dating back to 2018, including criteria for employee layoffs, tracking of worker race and ethnicity data, and details about 16 programs that allegedly provided race-restricted mentoring and career development opportunities [7]. - The investigation is part of a broader initiative by the Trump administration to scrutinize diversity programs, which have been labeled as "radical" [2]. Group 2: EEOC's Role and Statements - The EEOC enforces laws against discrimination based on race, color, religion, sex, national origin, age, disability, or genetic information, and has the authority to investigate employers under these laws [4]. - EEOC chair Andrea Lucas emphasized the need for evenhanded enforcement of Title VII, stating that the agency will take necessary steps to investigate potential violations of federal prohibitions against race discrimination [3][6]. Group 3: Political Context - Lucas, appointed by President Trump in 2025, has focused on dismantling diversity and gender programs established during the Biden administration, aligning with the current administration's agenda [5][8]. - Trump's administration has actively sought to eliminate "equity-related" grants and contracts, requiring federal contractors to certify non-promotion of diversity initiatives [6].

Key Takeaways NIKE is resetting its wholesale and marketplace strategy after years of prioritizing DTC expansion.NKE is tightening distribution, elevating assortments and aligning product drops with key partners.NIKE sees early North America progress, while EMEA and Greater China face a more complex reset.NIKE Inc. (NKE) is at a pivotal juncture as it works through a broad reset of its wholesale and marketplace strategy. After years of prioritizing direct-to-consumer expansion, the company is recalibrating ...

The Equal Employment Opportunity Commission is investigating allegations that Nike's diversity, equity and inclusion objectives resulted in "a pattern or practice of disparate treatment against white ... ...

Core Viewpoint - Nike Inc. shares are experiencing an upward trend, influenced by a generally positive market environment, despite some mixed signals in technical indicators and ongoing job cuts as part of automation efforts [1][2]. Group 1: Stock Performance - Nike shares are up 3.71% at $63.20, benefiting from broader market trends, with the Dow Jones up 0.62% and the S&P 500 down slightly by 0.40% [1][6]. - Over the past 12 months, Nike shares have decreased by 17.22%, indicating challenges faced by the stock [3]. Group 2: Job Cuts and Automation - Nike announced plans to cut 775 jobs at its U.S. distribution facilities, adding to the 1,000 corporate job cuts revealed last summer, primarily affecting warehouses in Tennessee and Mississippi [2]. Group 3: Technical Indicators - Nike is currently trading 0.5% below its 20-day simple moving average (SMA) and 3.5% below its 100-day SMA, reflecting short-term weakness [3]. - The Relative Strength Index (RSI) is at 38.94, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure on the stock [4]. Group 4: Earnings Outlook and Analyst Sentiment - Investors are anticipating the next earnings report scheduled for March 19, 2026 [5]. - The stock carries a Buy Rating with an average price target of $79.70, with recent analyst actions including a Buy rating from BTIG with a target of $100 and a downgrade to Hold from Needham [6][7]. Group 5: Financial Estimates - EPS estimate is 30 cents, down from 54 cents year-over-year, and revenue estimate is $11.25 billion, down from $11.27 billion year-over-year [7]. - The stock has a P/E ratio of 35.6x, indicating a premium valuation compared to peers [7].

Market Overview - The U.S. stock market is experiencing mixed trading patterns with a notable rotation out of technology giants and into broader market sectors [1] - The S&P 500 has slipped around 0.2% to 0.3%, marking a modest decline for the fourth time in the last five days [2] - The Nasdaq Composite has traded approximately 1% lower, with the Nasdaq 100 specifically seeing a 1.4% loss [2] - The Dow Jones Industrial Average has risen by as much as 389 points, or 0.8%, indicating a shift away from tech stocks towards firms expected to benefit from improving growth prospects [2] Economic Indicators - The yield on 10-year Treasuries has remained steady at 4.28% [3] - Upcoming economic data includes the ADP Employment Change and ISM Services PMI for January, which are crucial for assessing the labor market and services sector [5] - The week will culminate with the U.S. Employment Report on February 6th, which includes non-farm payrolls and average hourly earnings [6] Company-Specific Highlights - Advanced Micro Devices (AMD) shares dropped by as much as 15.7% despite stronger-than-expected profits, indicating high expectations for AI-related companies [9] - Uber Technologies (UBER) fell 3% to 5% after its quarterly results and profit forecast fell short of expectations [10] - Super Micro Computer (SMCI) rallied by 12% to 14% after delivering stronger-than-expected profits [10] - Eli Lilly (LLY) surged by 9.2% after exceeding profit expectations and providing strong guidance, driven by its obesity drugs [11] - Silicon Laboratories (SLAB) shares soared by 51% following the announcement of its acquisition by Texas Instruments for approximately $7.5 billion [13] - Nvidia (NVDA) shares declined 2.8% due to a broad tech sell-off and uncertainty surrounding its OpenAI investment [14]

Core Viewpoint - The U.S. Equal Employment Opportunity Commission (EEOC) is seeking to enforce a subpoena against Nike as part of an investigation into alleged discrimination against White employees and applicants [1][2]. Group 1: Investigation Details - The EEOC issued the subpoena in September 2023 following three requests for information from Nike related to a 2024 commissioner's charge [2]. - The investigation is based on allegations that Nike may have engaged in discriminatory practices against White employees in hiring, promotion, and other employment decisions, potentially violating Title VII of the 1964 Civil Rights Act [4]. Group 2: Nike's Response - Nike has reportedly failed to fully provide the requested information, which includes internal documentation and job descriptions, according to an EEOC official [5]. - In response to the subpoena, Nike's legal representatives described the EEOC's requests as "broad, ambiguous, and unduly burdensome," while agreeing to provide information on a rolling basis [6]. - A Nike spokesperson stated that the company is willing to engage with the EEOC and has already shared thousands of pages of information in good faith [8].

据悉，全球首家ACG品牌门店ACG大本营(ACG Base Camp)，将在今年2月在北京三里屯太古里开业。 ACG全球副总裁兼总经理Scott LeClair表示，ACG将立足于历史根基，塑造户外运动的未来，同时开拓 全新领域。 同时，Nike Trail系列将全面纳入ACG品牌体系，以协助ACG为各类户外运动运动员提供不同创新装 备，服务不同运动水平和运动强度的运动员。 耐克近期对旗下品牌All Conditions Gear(ACG)进行重新定位，未来ACG将新定位为公司专业户外性能品 牌，为户外运动员及社群提供支持。 据悉，未来ACG将聚焦越野跑、徒步与户外探索三大领域，旗下产品涵盖专业越野跑鞋及功能性户外 服饰，包括旗舰款ACG Ultrafly越野跑鞋、硬核户外ACG Zegama越野跑鞋，以及为特定运动场景服务 的ACG Radical AirFlow竞速上衣和ACG Lava Loft羽绒拼接夹克等。 ...

智通财经记者 | 朱咏玲 智通财经编辑 | 楼婍沁 古良吉吉新品"风筝包"上线 古良吉吉推出2026春夏系列首组新作——风筝包。 该系列灵感源自创作团队在潍坊的一次风筝制作体验：从绑扎竹质骨架开始，经过裱糊蒙面、纸面彩绘，最终将风筝乘风放上天空。整个过程专注而放松 ——创作者将自己交给风筝，风筝把自己交给风，难得的轻松自在由此诞生。 于是本组风筝包以"看见风"为主题，将身体感受与情绪体验转译为可被日常携带的设计语言。 设计团队从风筝的柔性骨架中提炼结构语言，研发出特别的「柔骨拼接工艺」：通过更多裁片拼接与专属风筝制作的缝合方式，支撑包袋自然成型，使包在 移动中尽量贴合使用者身形，在保证长时间佩戴舒适度的同时，保持线条稳定、不易变形。 本组风筝包系列囊括三款包型：小号风筝水桶包、小号风筝枕头包与中号风筝斜挎包；并延展出多款主题配件，包括风筝刺绣三角巾、风筝彩石挂链、风筝 彩筝挂件与风筝草编小猫挂件。 在材质选择上，系列甄选空气羊皮、反绒羊皮与缩纹山羊皮等优质皮料，以实现包袋轻盈柔软的视觉效果与持包体感。配色方面，除松果棕、羊绒棕、羊绒 绿、经典黑、摩卡棕、杏仁白、麦芽黄等单色方案外，系列还推出「日落公园」与「彩 ...

Group 1 - The recent trade agreement between the US and India is expected to reshape global supply chains and significantly boost profits in the retail sector [1] - The core of the agreement involves reducing US import tariffs on most Indian goods from a punitive level of up to 50% to 18%, while India commits to lowering trade barriers on specific US products and increasing purchases of US energy, agricultural products, and manufactured goods [1] - India has also pledged to gradually eliminate oil purchases from Russia, shifting energy procurement towards the US and allied suppliers [1] Group 2 - Jefferies analysts highlight Signet Jewelers (SIG.US) as one of the biggest beneficiaries of the policy changes, as approximately half of its natural and synthetic diamond inventory is sourced from India, leading to an expansion in gross margins due to reduced tariffs [2] - The weighted average tariff impact on Signet Jewelers has decreased from 29.6% to approximately 15.1% [2] - Other core beneficiaries include low-cost retailer Five Below (FIVE.US), fashion e-commerce company Revolve Group (RVLV.US), and sportswear leader Nike (NKE.US), which will benefit from lower procurement costs and stronger competitive advantages in market pricing and profit certainty [2] Group 3 - Indian strategic industries are entering an unprecedented export boom period, with textile leader Welspun Living and automotive parts manufacturers like Sona Comstar and Bharat Forge leveraging tariff advantages to penetrate the US market [2] - Beyond traditional manufacturing, sectors such as solar manufacturing, chemicals, and electronic manufacturing services (EMS) are expected to experience strong growth potential due to improved trade transparency and optimized cost structures [2]

北京商报讯（记者 张君花）2月3日，北京商报记者从耐克官方处获悉，耐克正式重塑旗下All Conditions Gear (以下简称"ACG")，以专业户外性能品牌的全新定位。据了解，ACG将聚焦越野跑、徒 步与户外探索三大领域，引领全球户外运动员的装备性能创新。同时，ACG也将持续壮大All Conditions Racing Department精英运动员队伍，与顶级越野赛事达成全新合作，并将在北京启幕全球首 家ACG大本营，为户外运动员及社群提供全方位支持。 ...