Elliott Hill is one year into his marathon effort to get Nike back on track.Hill rejoined Nike as CEO on October 14, 2024, after a decadeslong career at the sportswear giant. The former president of consumer and marketplace, who retired from Nike in 2020, returned to lead the company through declining sales, slowing growth, and heightened competition from smaller brands. Nike shares jumped about 8% on the day Hill's appointment was announced in September.Hill seemed to start his term with a sprint. He ca ...

Key Points Nike's earnings have continued to slide due to the impact of tariffs and product discounts. As long as the company’s brand name remains strong, Nike will maintain an advantage. Based on normalized earnings per share, the stock is not expensive. 10 stocks we like better than Nike › Despite being a leader in the global sportswear market, Nike (NYSE: NKE) has made it extremely easy for investors to be bearish about its business lately. In the past five years, its share price has tanked by ...

Key Points Nike just beat Wall Street estimates for its first quarter of fiscal 2026. It would've been a much more lucrative move to own the market than Nike in the past five years. The business is rebalancing its distribution strategy and boosting product innovation. 10 stocks we like better than Nike › Nike (NYSE: NKE) just reported earnings for its fiscal 2026 first quarter (ended Aug. 31). The global sportswear titan produced revenue of $11.7 billion and diluted earnings per share of $0.49, bo ...

In the last 30 years, Nike's total return comes up well ahead of the overall market.Because it just gave investors a new quarterly update, Nike (NKE -0.83%) is once again in the spotlight. On a bright note, the company returned to revenue growth. But profits remain under pressure, as the business continues to restructure and implement a turnaround.Nike shares have been wildly disappointing in recent years. But could investing in this consumer discretionary stock make you a millionaire? Nike still dominates ...

Group 1: AI Market Insights - Experts are warning about a potential AI bubble burst, but some believe major AI stocks still have room for growth before a correction occurs [1][2] - Billionaire hedge fund manager Paul Tudor Jones likens the current market conditions to 1999, suggesting a significant surge in stock prices is likely before any downturn [1][2] Group 2: Stock Recommendations - CoreWeave Inc (NASDAQ:CRWV) is highlighted as a stock poised to benefit from rising AI infrastructure demand, with a price target set at $175 [6][7] - The VanEck Gold Miners ETF (NYSEARCA:GDX) is receiving bullish sentiment due to strong free cash yields, indicating a shift from defensive to offensive positioning for gold miners [8] - Pfizer Inc (NYSE:PFE) is viewed positively due to its recent acquisition of Metsera, which positions it well in the obesity treatment market, despite some concerns about its product pipeline [10][11] - Nike Inc (NYSE:NKE) has an increased price target of $100, with analysts noting a shift in company dynamics and potential for revenue growth [12][13] - Merck & Co Inc (NYSE:MRK) is identified as having upside potential, with expectations of a 10-15% increase based on bullish price volume correlation [14] - Netflix Inc (NASDAQ:NFLX) is facing scrutiny due to external controversies, but analysts believe the impact on subscriptions may be mitigated, and growth momentum is expected to continue [15][16][17]

Core Insights - The sportswear industry is experiencing a resurgence in demand after a challenging period, indicating optimism for major players like Nike, Inc. [1] Financial Performance - Nike reported first-quarter revenue of $11.72 billion, surpassing analyst estimates of $11 billion, and earnings of 49 cents per share, exceeding estimates of 27 cents per share [2] - Gross margin fell by 320 basis points to 42.2% in the first quarter, with expectations for margin pressure to ease in the second half of the year [4] Sales and Growth - Apparel units increased by 10%, with North America seeing a 16% rise, EMEA 8%, and APLA 10% [3] - Footwear units grew by 2%, with North America, EMEA, and APLA showing growth rates of 5%, 4%, and 5% respectively [3] - Growth was attributed to expanded distribution and stronger value-channel sell-in, although Greater China experienced declines in footwear and apparel units by 11% and 2% respectively [4] Inventory and Strategic Decisions - Inventory in Greater China decreased by 11%, while APLA inventory increased by 9%, indicating a need for additional measures to rebalance stock [5] - Nike has decided to reduce share buybacks and temporarily pause the program to conserve cash amid lower earnings [5] Market Performance - Nike shares were down 0.53% at $71.55, trading within a 52-week range of $52.28 to $84.76 [6]

Key Points The sportswear giant's revenue improved, but not by much. Meanwhile, Nike's earnings took a serious dive. The stock is reliant on the benefits of buybacks and dividends. 10 stocks we like better than Nike › Nike (NYSE: NKE) gained a quick 6% after reporting fiscal Q1 2026 earnings. The sportswear Goliath is in the process of trying to reinvigorate top-line growth after a tough fiscal 2025. The fiscal first quarter showed an improvement in revenue, but not by much. Despite better result ...

NFL Star Russell Wilson Has Sewn Up $100 Million In Sales Making Sportswear For Kids https://t.co/B4Q7sd2hkq ...

Market Reactions to Tariff Announcements - President Trump announced a 100% tariff on all movies made outside the United States, aiming to rejuvenate the American film industry, which led to a decline in shares for Netflix and Warner Bros Discovery [2][3] - The immediate market reaction included Netflix shares dropping 1.4% and Warner Bros Discovery falling 0.6% on September 29, with previous tariff threats causing even larger declines [3] - Other sectors affected included home furnishings, with Williams-Sonoma and RH experiencing significant drops in share prices due to new tariffs on furniture and lumber [4] Impact on the Pharmaceutical Industry - The pharmaceutical sector faced a potential 100% tariff on branded drugs unless companies agreed to build manufacturing plants in the U.S. or reduce prices [6] - Pfizer secured a three-year reprieve from tariffs by committing to cut U.S. drug prices by up to 85%, resulting in a 6.8% surge in its stock price [7] - Other pharmaceutical companies, including Roche and Novartis, also saw stock gains following the Pfizer deal, indicating a positive market response to tariff negotiations [8][9] Agricultural Sector Developments - President Trump announced a meeting with Chinese President Xi Jinping to discuss agriculture, which is expected to be a major topic, particularly regarding soybean purchases [10] - Following hints of positive trade developments, soybean prices rebounded, with November soybeans rising 1.3% to $10.15 1/4 a bushel on October 1 [11] - The volatility in soybean prices reflects the market's sensitivity to trade news, with previous declines occurring after a lack of concrete outcomes from Trump-Xi communications [11] Regulatory Changes in Banking - The Trump administration is proposing significant changes to U.S. capital rules, aiming to reduce regulatory burdens on banks, which could lead to a decrease in capital requirements [12][13] - While large banks like JPMorgan Chase and Bank of America may face challenges from lower interest margins, the overall sentiment in the banking sector remains optimistic about potential deregulation [13] - Critics warn that these changes could leave the financial system vulnerable, estimating a potential $200 billion reduction in banking system capital [13] Overall Market Trends - Major indices, including the Dow Jones and S&P 500, have generally continued to rise despite the volatility caused by tariff announcements and trade negotiations [15] - The market is experiencing a "stagflation-lite" scenario, with predictions of higher inflation and unemployment linked to the ongoing tariff impacts [15] - Investors are left questioning the sustainability of market gains amid the unpredictable nature of presidential announcements and their effects on various sectors [16]

Core Insights - Understanding the performance of leading European stocks reveals differences compared to American firms, with Europe excelling in fashion and having notable successes in tech and defense [4][8] - Long-term value creation is essential for sustained performance, with firms that consistently excel in customer value, autonomous networks, and adaptive mindsets outperforming others [4][8] Consistently Poor Performers - Diageo PLC: Overall score 8.2/15.0, TSR/S&P500 at 7%/243% [5] - Bayer: Overall score 8.2/15.0, TSR/S&P500 at 20%/243% [5] - Sanofi S.A.: Overall score 8.5/15.0, TSR/S&P500 at 50%/243% [5] - National Grid: Overall score 8.8/15.0, TSR/S&P500 at 67%/243% [5] - Adidas: Overall score 8.5/15.0, TSR/S&P500 at 173%/243% [5] - Anheuser-Busch InBev: Overall score 8.7/15.0, TSR/S&P500 at 50%/243% [5] Mixed Performers - Nestlé S.A.: Overall score 8.9/15.0, TSR/S&P500 at 55%/243% [6] - British American Tobacco: Overall score 8.9/15.0, TSR/S&P500 at 74%/243% [6] - Unilever PLC: Overall score 8.5/15.0, TSR/S&P500 at 94%/243% [6] - Allianz: Overall score 9.3/15.0, TSR/S&P500 at 133%/243% [6] - L'Oréal: Overall score 10.2/15.0, TSR/S&P500 at 168%/243% [6] - HSBC Holdings: Overall score 8.7/15.0, TSR/S&P500 at 203%/243% [6] Consistently Successful Firms - EssilorLuxottica: Overall score 10.5/15.0, TSR/S&P500 at 204%/243% [7] - AXA: Overall score 9.0/15.0, TSR/S&P500 at 218%/243% [7] - Novo Nordisk: Overall score 11.2/15.0, TSR/S&P500 at 103%/243% [7] - Enel: Overall score 9.0/15.0, TSR/S&P500 at 246%/243% [7] - LVMH: Overall score 10.8/15.0, TSR/S&P500 at 291%/243% [7] - Relx: Overall score 9.8/15.0, TSR/S&P500 at 296%/243% [7] - AstraZeneca: Overall score 10.0/15.0, TSR/S&P500 at 300%/243% [7] High Performers - Iberdrola: Overall score 9.2/15.0, TSR/S&P500 at 307%/243% [9] - Siemens: Overall score 10.2/15.0, TSR/S&P500 at 309%/243% [9] - Airbus: Overall score 10.2/15.0, TSR/S&P500 at 312%/243% [9] - SAP: Overall score 11.0/15.0, TSR/S&P500 at 357%/243% [9] - Zurich Insurance Group: Overall score 9.2/15.0, TSR/S&P500 at 370%/243% [9] - Münchener Rück: Overall score 9.4/15.0, TSR/S&P500 at 402%/243% [9] - Linde PLC: Overall score 10.0/15.0, TSR/S&P500 at 424%/243% [9] - ABB: Overall score 10.2/15.0, TSR/S&P500 at 444%/243% [9] - Schneider Electric: Overall score 10.5/15.0, TSR/S&P500 at 486%/243% [9] - Hermes: Overall score 11.0/15.0, TSR/S&P500 at 546%/243% [9] - Rheinmetall: Overall score 9.5/15.0, TSR/S&P500 at +1000%/243% [9] - ASML: Overall score 11.5/15.0, TSR/S&P500 at 1070%/243% [9]