Browsing Tag
Nike
25 posts
adidas Q2 2026: ADS shares plunge 17% despite record €6.7bn in quarterly sales
adidas posted record €6.7bn Q2 sales and lifted FY26 revenue guidance, yet ADS shares fell 17% as a €924m World Cup marketing bill flagged H2 margin risk.
Nike is removing more than 1,000 China digital storefronts, but will fewer sellers revive sales?
Nike is replacing a sprawling network of partner-run China e-commerce storefronts with tightly controlled digital flagships, betting that consistency and pricing discipline can revive growth.
JD Sports (LSE: JD.) installs Darren Shapland as interim chair as leadership transition enters critical phase
Darren Shapland has taken interim control of the JD Sports board as the global retailer confronts weaker underlying sales, margin pressure and a demanding succession search.
Levi Strauss (LEVI) delivers Q2 2026 double beat and raises FY revenue growth to 7-7.5%
Levi Strauss (LEVI) delivers Q2 double beat, raises FY revenue growth to 7-7.5% and lifts dividend 14%. Tariff-adjusted guidance signals margin recovery ahead.
Nike (NKE) beats Q4 with $986m tariff refund but Greater China -12% keeps stock heavy
Nike (NKE) Q4 beats on $986M IEEPA tariff refund but China -12%; turnaround still lagging. Full executive read on Elliott Hill's plan ahead of Investor Day.
Bata India names Sanjay Rao CEO as footwear retailer targets faster growth
Sanjay Rao will take control of Bata India after a five-year leadership cycle, with investors expecting faster product decisions, stronger store economics and renewed relevance among younger consumers.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
JD Sports (LSE: JD.) closes 4.6% lower as Nike exposure and FY27 guidance weigh
JD Sports trades at 5x forward earnings near a multi-year low. The market is pricing another profit decline, not a Nike recovery or a takeover bid.
Adidas Q1 2026 beats Street with €705m operating profit and 14% currency-neutral growth as ADS Xetra rallies 9% on FIFA World Cup tailwind
Adidas beat Q1 2026 consensus with €705m operating profit, but held 2026 guidance flat. The unbooked €300m tariff item is the real story for ADS investors.
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.