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The $986 Million Reason Nike’s Comeback Story Doesn’t Add Up
TIKR7d agoneutral
The $986 Million Reason Nike’s Comeback Story Doesn’t Add Up

Key TakeawaysNike’s fiscal 2026 gross margin expansion and near-flat EPS were driven almost entirely by a one-time $986 million tariff refund; excluding it, full-year gross margin fell roughly 190 basis points and EPS dropped about 27% instead of the reported 3%. Free cash flow across Nike’s four fiscal 2026 quarters totaled $2.

Borderlands Mexico: Tesla plans massive Texas distribution center
FreightWaves7d agoneutral
Borderlands Mexico: Tesla plans massive Texas distribution center

This week in Borderlands Mexico: Tesla plans massive distribution center near Austin and Danfoss launches new production line in Mexico for North American market. The post Borderlands Mexico: Tesla plans massive Texas distribution center appeared first on FreightWaves.

ExxonMobil Stock And Oil Majors Facing New Pressure On Global Supply Routes
Simply Wall St.7d agoneutral
ExxonMobil Stock And Oil Majors Facing New Pressure On Global Supply Routes

Missiles near Riyadh, reports of strikes on Aramco facilities in Yanbu and threats to Red Sea shipping have pushed energy security back into the spotlight, and that kind of stress on supply routes can quickly reshape where capital flows. Investors who ignore this risk story may miss out or stay exposed in the wrong places. This piece walks through three integrated oil majors from our screener that are directly tied to this news and explains how the current backdrop could help or hurt each...