Browsing Tag
Nike Inc.
10 posts
Deckers (DECK) near $81: Is 11x earnings cheap when HOKA growth is slowing?
Deckers Outdoor shares have fallen following weaker sales guidance for HOKA and UGG, despite the company reporting record quarterly revenue and higher earnings. With the stock near $81 and trading at approximately 11 times earnings excluding tariff refunds, the valuation question is whether its premium footwear brands can restore growth without sacrificing profitability.
October 23, 2026
Nike is cutting roles but building in Bengaluru. What does Elliott Hill’s workforce reset actually change?
NIKE, Inc. is preparing further workforce reductions from 2027 as Chief Executive Officer Elliott Hill reorganises the sportswear group into three geographies, modernises its supply chain and builds a new Bengaluru campus. The multiyear Pace programme targets $2.5 billion of cumulative savings through fiscal 2031 but also carries roughly $1 billion of additional restructuring charges while revenue is expected to fall sharply this year.
October 12, 2026
Nike is leaving an elite Wall Street club on Monday, and the $35 share price explains why
Nike will leave the S&P 100 before trading opens on September 21 after nearly 18 years in the blue-chip index, turning an index rebalance into another highly visible measure of how far the sportswear giant has fallen during its prolonged turnaround.
September 20, 2026
On signs Kylian Mbappé as 65% gross-margin brand makes first move into football
On Holding has signed Kylian Mbappé after the French football star ended his long relationship with Nike, using one of sport’s most recognisable athletes to launch a football business that will eventually include LightSpray boots and products developed with Thierry Henry and Sydney Schertenleib.
September 19, 2026
Nike’s 43% stock slide threatens its Dow status as turnaround reaches another credibility test
Nike will leave the S&P 100 after 18 years, while its roughly 43% share-price decline in 2026 has made the sportswear company the smallest-weighted member of the Dow Jones Industrial Average, adding a symbolic market challenge to Chief Executive Elliott Hill’s operational turnaround.
September 18, 2026
JD Sports (LSE: JD.) crashes 14% as US sales force ÂŁ50m guidance cut
JD Sports fell 14% after cutting FY27 profit guidance as North America sales slumped. Can JD stabilise US demand before September results?
August 21, 2026
Nike taps Pfizer veteran David Denton as new CFO as Elliott Hill turnaround moves into execution phase
Nike names former Pfizer CFO David Denton as new finance chief with $20M package, signalling an execution-focused next phase under Elliott Hill. Read more.
June 24, 2026
Nike (NYSE: NKE) posts flat Q3 revenue as China drag deepens and North America comeback accelerates
Nike Q3 FY26: $11.3B revenue, NKE stock near 52-week low after China -20% Q4 guide. Read the full strategic breakdown of earnings, tariffs, and recovery timeline.
April 1, 2026
Can Lululemon Athletica Inc. (NASDAQ: LULU) regain product leadership with sweat-hiding ShowZero technology?
Lululemon unveils sweat-hiding fabric to stand out in activewear. Discover what this means for growth, margins, and competitors. Read more.
March 4, 2026
adidas (XETRA: ADS) reports record 2025 results, launches €1bn share buyback program
adidas posts record 2025 revenue and profit, announcing a €1B share buyback. Find out how the company is resetting strategy ahead of the 2026 Olympics.
January 30, 2026