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HANOI, July 24 () - Vietnam faces higher U. tariffs than peers and risks a further erosion of competitiveness in the clothing sector, as the largest exporter of apparel to the U.
Ermenegildo Zegna (NYSE:ZGN) reported a sequential acceleration in preliminary second-quarter 2026 revenue, with management citing broad-based strength in its direct-to-consumer business and continued progress in shifting the group toward a retail-first model. Paola Durante, Chief of External Relat
(Bloomberg) -- The US will collect duties of at least 10% on imports from most major trading partners, its biggest move yet to reconstruct President Donald Trump’s tariff wall that was pierced by the Supreme Court.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearTrump’s 100%
Oil's spike toward $100 fueled both bullish and bearish long-dated options activity yesterday among some of the more popular stocks. Even Airjoule's speculative $5 call drew attention from options traders.
Financial results are weak, but Nike is trading at a low multiple to its previous peak earnings.
Nike (NYSE:NKE) said it made significant progress strengthening its business during fiscal 2026, with President and Chief Executive Officer Elliott Hill outlining a broad operational transformation aimed at improving long-term growth and profitability. In a letter to shareholders, Hill said the company spent the year reshaping its organisation, investing in its brands and rebuilding key capabilities to position Nike for future success.
Nike (NKE) is reshaping its China playbook, telling distributor Pou Sheng that all online sales of Nike products in mainland China will end from January 1, 2027, after contributing 15% of Pou Sheng’s 2025 revenue. See our latest analysis for NIKE. Nike shares have been under pressure, with the stock down 32.11% on a year to date share price basis and a 41.45% decline in 1 year total shareholder return. Investors are weighing weaker demand, China restructuring and a slower turnaround story...
Nike will end online distribution through several China partners next year, and analysts warn the move could pressure sales trends and risk market share losses.
The company reiterated that its new actions in China are “not a pullback” nor a “retreat” from digital commerce or wholesale.
Nike (NKE) faces a fresh challenge in its turnaround as younger consumers increasingly shift their a
Analysts who follow Nike are expressing skepticism about its move to consolidate online sales in China. The company said Wednesday that it will cut off most of the third-party e-commerce vendors who sell its products, consolidating sales into about a dozen of the country’s top e-commerce platforms and Nike’s own Chinese-language website and app. “The decision to terminate this very important channel is a strategic misstep in our view,” said Laurent Vasilescu, an analyst at BNP Paribas.
Nike has lost nearly a third of its value in 2026 while one major analyst firm sees a potential double from current prices, putting the stock at the center of a fierce debate between patient value buyers and skeptics calling it a value trap.
The change means most of Nike's 16 store partners in China, which together own and operate thousands of Nike outlets, will stop selling online and shift entirely to in-store retail.
Sportswear giant moves to regain control of its digital brand
The company is simplifying its digital network as it tries to revive growth in a key market.
Starting in January, Nike's digital presence in China will shift to its own channels and flagship storefronts on Tmall, JD.com, and Douyin
Revenue in the region fell 12% in the brand’s most recent quarter and has been dragging down the company’s turnaround.
Sales will run through Nike's own channels plus Tmall, JD.com and Douyin from January
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Investors are questioning whether the sportswear giant can get back to its winning ways.
Nike will revamp its China business by focusing on online sales through official channels.
Nike will shift online sales to its official website and app, as well as its flagship stores on e-commerce platforms Tmall, JD.com and Douyin from January.
Nike continued to spin its wheels as it attempted a turnaround.
In recent months, Nike completed its share repurchase program announced in June 2022, buying back 124,360,522 shares for US$12,124.68 million, while also facing weak consumer demand, discounting in key Sportswear and Jordan lines, and criticism from LeBron James about losing cultural relevance. The company also missed out on World Cup final exposure as Adidas-sponsored teams dominated the spotlight, limiting Nike’s tournament-related brand visibility and merchandise potential just as it is...
Spain and Argentina's Adidas-clad final may shift tournament merchandise demand away from Nike.
Deckers heads into Q1 earnings results with strong HOKA and UGG momentum, but tariffs and higher investment spending may have pressured profitability.
Though Nike might have won when it came to media exposure with its blockbuster campaign, Adidas reigned on the sales front, according to early data.
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