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Nike Inc.

10 posts
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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.
What Nike’s 10% apparel growth in FQ1 tells investors about its turnaround plan
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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.