Company Overview - Nike, Inc. is a leading American sports clothing company that designs, manufactures, and sells athletic apparel, footwear, accessories, and equipment [1]. Global Presence - Nike has a significant global presence, recognized by its iconic swoosh logo and strong brand identity [1].

Group 1 - The core issue revolves around V.F. Corporation's significant decline in growth for its Vans brand, which reported a 20% loss in the fourth quarter of fiscal 2025, worsening from an 8% loss in the previous quarter [3] - The company attributed its disappointing results and below-expectation guidance to deliberate actions aimed at eliminating unprofitable businesses, indicating that even without these actions, Vans would have experienced a high single-digit revenue decline [3] - Following the announcement of these results, VFC's share price dropped by $2.28, approximately 15.8%, from $14.43 on May 20, 2025, to $12.15 on May 21, 2025 [3] Group 2 - A class action lawsuit has been filed on behalf of investors who purchased VFC securities between October 30, 2023, and May 20, 2025, alleging that the company made materially false and misleading statements regarding its turnaround plans for the Vans brand [4] - The lawsuit claims that the company concealed the need for additional significant reset actions to return the Vans brand to growth, which would adversely affect its revenue growth trajectory [4]

Baird's Mark Altschwager is the latest analyst to tell investors to stop buying Lululemon's stock, as he sees a rise in the amount of marked-down merchandise for sale as a sign that a turnaround at th... ...

Core Viewpoint - Nike Inc is set to announce its fiscal first-quarter results, with expectations of lower earnings and revenue compared to the previous year [1] Earnings Expectations - Nike is expected to report earnings of 28 cents per share on revenue of $11 billion, both figures down from the same quarter last year [1] - Morgan Stanley has raised its price target for Nike to $70 from $64, maintaining an "equal weight" rating, anticipating that earnings will meet estimates [1] Historical Performance - Nike's stock recently ended a six-quarter post-earnings losing streak, gaining 15.2% after exceeding earnings and revenue expectations in June [2] - The company indicated that the most challenging phase of its turnaround efforts is behind it [2] Stock Trading Range - Nike shares have been trading between $70 and $80 since the June bull gap, with the stock recently down 0.5% at $70.92, placing it at the lower end of this range [3] - Year-to-date, Nike's equity has decreased by 6.2% [3] Market Sentiment - Options markets are pricing in a 10.9% next-day swing in Nike's stock price following the earnings announcement, regardless of the direction [2]

Core Insights - Tariffs are significantly impacting lululemon athletica inc.'s profitability, with expectations of a 220-basis-point hit to gross margin in fiscal 2025, translating to nearly $240 million in additional expenses [1] - The removal of the U.S. de minimis exemption has added costs to lululemon's e-commerce model, compounding the effects of higher reciprocal tariff rates [1] - The company has revised its full-year 2025 outlook, now anticipating a gross margin decline of 300 basis points, up from a previous estimate of 110 basis points [3] Financial Performance - In Q2 fiscal 2025, lululemon's gross margin contracted by 110 basis points year-over-year to 58.5%, primarily due to higher markdowns and tariffs [2] - Earnings per share (EPS) of $3.10 exceeded estimates, but revenues of $2.53 billion fell short, with flat U.S. sales and a 3% decline in comparable sales [2] - Operating margin decreased by 210 basis points to 20.7%, with SG&A expenses rising by 9% as the company invested in marketing and digital initiatives [2] Market Position and Competitors - lululemon's shares have dropped 54.7% year-to-date, compared to a 28.6% decline in the industry [7] - Competitors like Ralph Lauren and NIKE are also facing margin pressures due to tariffs, but are employing different strategies to mitigate these impacts [4][5][6] - Ralph Lauren has managed to expand its gross margin through higher retail prices and reduced discounting, while NIKE's margins are under pressure from promotional activities and supply chain challenges [5][6] Future Outlook - The company expects continued margin pressures in fiscal 2026, projecting a net $320 million impact despite ongoing cost mitigation efforts [1][3] - The Zacks Consensus Estimate indicates an 11.1% year-over-year decline in fiscal 2025 earnings, with a slight growth of 1.6% expected in fiscal 2026 [10] - Current valuation shows lululemon trading at a forward price-to-earnings ratio of 13.19X, higher than the industry average of 11.39X [9]

The story that's blowing up Chinese social media literally is about a fireworks display that went according to plan but isn't exactly going over so well. Why. Because of where it happened in the foothills of the Himalayan mountains on the Tibetan plateau, potentially harming one of the world's most fragile ecosystems.So when Arcterics, a high-end sportsware company, paired up with pyrochnics artist Saigu for a daytime promotional event at 16,000 ft, the response here was, "What were you thinking?" It ignite ...

Major consumer and tech players headline the upcoming earnings week, with Costco Wholesale Corporation reporting Thursday after close and Accenture plc Class A (Ireland) before open. Micron Technology Inc. kicks off Tuesday after close, while Nike Inc. concludes Next Tuesday after close. Next Monday features cruise lines Carnival Corporation and Carnival Plc ADS ADS reporting pre-market amidst a moderately dense earnings schedule. Disclaimer: This article is for informational purposes only and does not cons ...

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

You’ve probably heard of the British Entrepreneur Emma Grede because of Skims, the $4 billion shapewear company she runs with Kim Kardashian. She’s also invested in other brands with the family, such as the cleaning products company Safely and Kylie Jenner’s clothing line, Khy. And the growing empire can all be traced back to one phone call she made to Kris Jenner that changed everything. It was in 2015, and Grede had built her own entertainment and talent agency, Independent Talent Brand, which saw her ...

Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of V.F. Corporation securities between October 30, 2023, and May 20, 2025, alleging that the company disseminated materially false and misleading statements regarding its turnaround plans [1][5]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation concealed significant reset actions necessary for the Vans brand to return to growth, which negatively impacted revenue growth [5]. - Investors who purchased V.F. Corporation securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must move the Court by November 12, 2025, to represent other class members in the litigation [1][3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including over $438 million for investors in 2019 [4]. - The firm has been recognized for its success in securities class action settlements, ranking in the top 4 since 2013 [4].