The world’s largest apparel and footwear companies’ shares jumped after Trump said he reached a trade deal with Vietnam, avoiding a potential supply chain catastrophe across the industry https://t.co/IQsWcJ7rk1 ...

Group 1 - Nike is currently on a path to recovery, indicating ongoing progress for the brand [1] - The company is recognized as one of the most iconic brands in the market [1] Group 2 - The article emphasizes the importance of individual due diligence for investors [1]

Nike (NKE -1.36%) stock has been in a downward spiral for the past three years as sales declined, and it appeared to be losing its edge. But all hope is not lost. The company just reported a strong earnings beat, and it's the leader, by far, in its industry. In fact, one Wall Street analyst sees Nike stock shooting 60% higher over the next 12 to 18 months even after it jumped 15% after earnings. Getting back in the game Nike has been dealing with multiple mishaps. It's reestablishing partnerships with whole ...

Nike's (NYSE:NKE) latest results reinforced the base strength of a company challenged by market conditions to still generate a hefty upside gain of $15 a share, bringing it to $71 at this writing. Pre-earnings release this month, Nike was holding fast in the $60s. Most industry observers came down on the bearish side, citing fading China sales, year-over-year declines in US brand dominance, and slowdowns in shoes and apparel. Then, of course, the impact of tariffs... as that story unfolds for investors and ...

Core Viewpoint - Nike's new CEO Elliott Hill suggests that the company has turned a corner after reporting fiscal fourth-quarter results that exceeded low expectations, leading to a surge in stock price despite a year-to-date decline and a more than 20% drop over the past five years [1][2]. Group 1: Leadership and Strategy - CEO Elliott Hill is focused on reversing the previous leadership's missteps, particularly those of former CEO John Donahoe, who emphasized classic footwear and direct-to-consumer sales at the expense of innovation and wholesale relationships [4][5]. - Hill's "Win Now" action plan aims to restore Nike's commitment to innovation, reorganizing the business to enhance sports-specific innovation across its main brands: Nike, Jordan, and Converse [5][12]. - The company is also working to rebuild relationships with wholesalers, including a new partnership with Amazon to offer a select assortment of Nike products [6][12]. Group 2: Financial Performance - For fiscal Q4, Nike's revenue fell 12% to $11.1 billion, with Nike brand revenue down 11% to $10.8 billion, and Nike Direct revenue decreasing 14% to $4.7 billion, largely due to a 26% drop in digital sales [9][10]. - The company experienced a significant decline in gross margins, which fell 440 basis points to 40.3%, attributed to heavy discounting and declining sales [10]. - Earnings per share (EPS) plummeted 86% in the quarter to $0.14, reflecting the overall financial challenges faced by the company [10]. Group 3: Market Segmentation and Future Outlook - Nike is implementing sharper marketplace segmentation to cater to different customer price points while positioning its digital platforms and stores as premium destinations [7][8]. - Despite current weak results, Hill expresses optimism for future improvements, indicating that the groundwork is being laid for a potential turnaround [12]. - The stock is currently trading at a high valuation with a forward P/E ratio of around 39 times analysts' 2026 estimates, but if EPS can return to previous levels, the stock could trade at under 20 times earnings [13].

Core Viewpoint - The video discusses Nike's recent earnings report and evaluates the potential for investment in the company, which has faced challenges in the market [1] Summary by Relevant Categories Earnings Report - Nike's earnings report is highlighted as a focal point, indicating the company's financial performance and market position [1] Investment Potential - The video aims to assess whether Nike, described as a "beaten-down, iconic company," presents a viable investment opportunity [1]

NIKE TodayNKENIKE$62.70 +1.88 (+3.08%) 52-Week Range$52.28▼$94.74Dividend Yield2.55%P/E Ratio20.83Price Target$77.67Add to WatchlistAfter a brutal 60% drawdown from its 2021 all-time highs, Nike Inc NYSE: NKE just reminded Wall Street why it's still a stock to watch. Shares were up nearly 10% in pre-market trading on Friday following Thursday evening's earnings report that came in much better than feared. For investors wondering whether the long decline had further to run, this morning's price action sugge ...

Sometimes iconic companies go through a rough patch -- Apple nearly going bankrupt in the late 1990s is perhaps the most extreme example. More recently, Netflix stock dropped to a low of $166 per share in 2022 after increased competition led to subscriber losses, and Amazon's stock dipped under $82 per share at the start of 2023, when growth in AWS slowed. Both stocks skyrocketed after ironing out the issues. Nike produces a significant portion of its products in China, and the country is also a key market ...

winhorse Nike (NYSE:NKE), the athletic apparel and footwear giant is expected to report their May ’25 (fiscal Q4 ’25) earnings on Thursday night, after the closing bell. Analyst consensus is expecting $0.12 in earnings per share on $10.7 billion in revenue, for ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...