Browsing Tag
On Holding
3 posts
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.
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.
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.