As a leader in outdoor apparel and footwear, VF Corporation recognizes its responsibility to protect the very environment that inspires and sustains its business. On Tuesday, the Denver-based owner of The North Face, Vans, Timberland, and Dickies released its 2025 Environmental and Social Responsibility Report, highlighting progress in tracing key materials and expanding its Worker & Community Development program, while also addressing ongoing challenges. More from Sourcing Journal “At VF, we are committ ...

VFC, headquartered in Denver, Colorado, is a multinational apparel and footwear company. According to the lawsuit, VFC issued positive statements about progress on its brand recovery efforts, particularly as to its Vans brand, while allegedly concealing that further significant reset measures were already in progress. Investor Deadline: Investors who purchased or acquired VFC securities during the Class Period may, no later than November 12, 2025, seek to be appointed as a lead plaintiff representative of t ...

The struggles have shown in Nike's stock, which has fallen about 12% in the last year. While Wall Street knows how Hill plans to fix the company, it is still unclear how long it will take.The comments come nearly a year into Hill's tenure as CEO . Investors are looking for more clarity into how well his strategy to turn around the company is working as quarterly sales and profits have declined for much of the last year."It's gonna take a while," said Hill. "It's not linear. But it is a portfolio, and ultima ...

Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement in ...

Core Viewpoint - Nike's fiscal first-quarter results indicate some progress in its turnaround efforts, although the stock remains down slightly for the year and has decreased over 40% in the past five years [1] Group 1: Financial Performance - North America revenue rose 4% to $5 billion, with apparel sales climbing 11% while footwear revenue remained flat [3] - EMEA sales increased by 6%, with apparel sales up 11% and footwear revenue rising 4%, although constant currency growth was only 1% [3] - Overall, wholesale revenue grew 5%, with North America up 11% and EMEA up 4% [4] Group 2: Challenges and Declines - Nike Direct sales fell in both North America and EMEA, with a 3% decline in North America and a 6% decline in EMEA [5] - China revenue decreased by 9%, with Nike Direct sales dropping 12% and digital sales plunging 27% [6] - Gross margins fell by 320 basis points to 42.2%, and earnings per share (EPS) decreased by 30% to $0.49 [7] Group 3: Future Outlook - Nike expects tariffs to significantly impact costs, increasing the projected impact from $1 billion to $1.5 billion, which will hurt gross margins by 120 basis points [8] - For fiscal Q2, Nike anticipates a low single-digit revenue decline and a gross margin decline between 300 and 375 basis points [9] - The company is working to enhance its stores and digital platforms but acknowledges the need for substantial improvements [10][11] Group 4: Valuation and Investment Considerations - The stock trades at a forward price-to-earnings (P/E) ratio of approximately 44 times analysts' fiscal 2026 estimates, indicating a high valuation [12] - The company needs to increase sales of full-price merchandise to improve sales and gross margins, which will take time [12]

NIKE, Inc. (NYSE:NKE) is one of the stocks Jim Cramer put under the microscope. Cramer highlighted that the stock is being added to the Charitable Trust portfolio. He said: “Overall, I thought this quarter was a major step forward, and clearly buyers agreed, because the stock really roared today. Okay, that said, let me throw some cold water on what I’m saying. Turnarounds take a long time. This is really just the beginning… And look, Nike’s definitely still has a lot of room for improvement… Beyond the c ...

Core Insights - Nike's turnaround is showing signs of progress, with the FQ1 report indicating potential for growth and a rebound in share prices [1][3] - The company's "Win Now" plan focuses on core markets, leading to a 7% increase in wholesale sales, although direct sales declined by 4% [2] - Analysts are optimistic about Nike's recovery, with a consensus price target of $81.57, indicating a 9.90% upside from the current price [5][6] Financial Performance - In FQ1, Nike's revenue grew by nearly 1.0%, surpassing market expectations by 650 basis points, driven by a 2% increase in the core Nike brand [3] - Converse sales, however, saw a significant decline of 27%, impacting overall performance [3] - The gross margin contracted by over 300 basis points due to discounts and tariffs, but there is an expectation for margin recovery over time [4] Analyst Sentiment - Analyst sentiment is shifting positively, with 70% of ratings classified as Buy and no sell ratings, indicating a bullish outlook [6][7] - Institutions are actively buying shares, with a buying ratio of approximately $2 to $1 compared to sellers [8] - The consensus is that Nike is on track to regain business momentum and create shareholder value over time [7] Stock Price Movement - Following the FQ1 earnings release, Nike's stock price advanced by 5%, suggesting a potential retest of long-term highs [9] - Analysts predict that the stock could reach the $90 range by the end of the year as turnaround efforts gain traction [9]

Group 1 - Deep-pocketed investors have adopted a bearish approach towards Nike, indicating potential significant market movements ahead [1] - Recent options activity shows 45 extraordinary trades for Nike, with 53% of investors bearish and 35% bullish; notable puts total $669,958 and calls amount to $2,674,485 [2] - The predicted price range for Nike over the last three months is between $50.0 and $125.0 [3] Group 2 - The average open interest for Nike options is 6,189.03, with total volume reaching 91,326.00, indicating substantial trading activity [4] - A detailed overview of options trading reveals significant call and put volumes, with various strike prices and sentiments [9] - Professional analysts have set an average price target of $78.2 for Nike, with ratings ranging from Neutral to Outperform [12][13] Group 3 - Nike is the largest athletic footwear and apparel brand globally, with footwear accounting for about two-thirds of its sales [10] - The company operates through various channels, including company-owned stores, franchised stores, and e-commerce platforms in over 40 countries [10] - Current trading volume for Nike is 17,933,472, with a slight price increase of 0.26%, currently at $74.4 [15]

Key Points The famous athletic apparel and shoe company published its latest set of quarterly results. Revenue was up marginally and net income was down substantially, but both still beat the consensus analyst estimates. 10 stocks we like better than Nike › In recent times Nike (NYSE: NKE) stock has had plenty of lousy trading sessions, but Wednesday's sure wasn't one of them. After publishing its latest set of quarterly results after market close Tuesday, investors raced into the athletic apparel ...

If the early read on Nike Inc.’s Win Now turnaround plan is any indication of future success, then the sportswear and sneaker brand racked up multiple wins in the first quarter — and Wall Street took notice of both the good and the bad. “This quarter, our Win Now actions drove momentum in the areas we prioritized first: running, North America and wholesale partners. It showed that we’re making the right choices. Consumers are responding. We’re getting some wins under our belt,” Elliott J. Hill, Nike’s pre ...