
Some consumer, technology and industrial components form a solid core of possibilities for investors.
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Some consumer, technology and industrial components form a solid core of possibilities for investors.

On Holding (ONON) stock rose 7.6% on Tuesday, September 22, 2026, while the S&P 500 finished flat. At its investor day in Zurich, the company unveiled its first share buyback and targets for 2029. What the market bought was a promise to keep choosing price over volume.

JD Sports reported falling sales and profits for its fiscal first half today, sending its stock slumping. It’s far from alone. Many players in the sports arena have hit a rough patch, including Adidas and Nike, whose stock prices have fallen by about 15% and more than 44%, respectively, this year.
Several analysts recently trimmed their price targets on Nike, putting increased focus on the company’s upcoming update on its turnaround and financial outlook.

Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.

Stifel analysts have cut their estimates on apparel giant Nike's (NKE) fiscal first quarter earnings, which are due out on October 1. Yahoo Finance Executive Editor Brian Sozzi gives a break down of the areas where Nike may be coming up short in.
A rough run for Nike continues.
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.

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

It’s out of one of Wall Street’s most elite indexes, but its newest sponsorship win says the comeback story isn’t over yet.

Nike Inc. (NYSE:NKE, XETRA:NKE) faces weaker earnings expectations as UBS cut its price target by 13% to $42, citing deteriorating global sales trends ahead of its first-quarter report. UBS expects first-quarter earnings for financial year 2027 to miss consensus by $0.05 per share, with...

Nike's (NKE) fiscal first-quarter earnings could miss Wall Street's projections amid deteriorating g

Stocks that are most closely tied to the health of the US consumer have trailed the broader market badly this year. A potential Federal Reserve interest-rate hike Wednesday may add to the segment’s stress.

Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
Investing.com -- Baird has turned more cautious on apparel, footwear and fitness stocks, downgrading several names as it sees rising risks heading into the fourth quarter.
Investing.com -- Morgan Stanley resumed coverage of sportswear brands with a cautious view on the group, citing structural industry fragmentation, elevated promotions, and weak consumer sponsorship. Analysts led by Alex Straton wrote that these factors create "a triple headwind" for the sector.

Nike Inc.’s investor relations team is clearing up any doubts ahead of the company’s removal from the S&P 100 Index.
Investing.com -- BMO Capital Markets has launched coverage of the softlines retail, apparel and footwear sector with a cautious stance, warning in a note that a weakening consumer and rising costs cloud the outlook for the group into fiscal 2027.

Caleres Inc. (CAL) delivered earnings and revenue surprises of +27.03% and -1.00%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Heidi O'Neill takes over after a brutal year for Lululemon, with weak sales, tariff pressure and competition all weighing on the business.

Lululemon Athletica’s new chief executive immersed herself in the company’s culture on day one by taking a yoga class with employees at the company’s Vancouver, British Columbia headquarters. Heidi O’Neill also said in a blog post Tuesday that she plans to hold a fireside chat with employees later this week where she will share more about her background and answer questions.

By Danielle Kaye NEW YORK, Sept 8 (Reuters) - Nike shareholders have rejected a proposal urging more transparency on its climate goals, including disclosing details on how the sportswear maker intends

The sneaker giant’s stock collapse has real consequences.

Lululemon shares fell 18% after weak Q2 2026 results and cut guidance revealed declining Americas sales, tepid China growth, and a fading turnaround narrative.

On Sept. 4, 2026, the premium sportswear maker expects further losses, meaning incoming CEO Heidi O'Neill will face a prolonged turnaround.

Lululemon just cut guidance for the second time this year and the stock cratered below $100, but at least one famous contrarian investor sees a generational buying opportunity in the wreckage while analysts warn the pain is far from over.
Even sales of leggings fell 20% in Q2. Incoming CEO Heidi O’Neill, the former Nike exec who arrives next week, has her work cut out for her.

Lululemon Athletica’s shares were down around 18% in recent post-market trading after the athletic-gear maker reported disappointing earnings. Its weakening financial position creates challenges for incoming Chief Executive Heidi O’Neill, who will start her new job next week. The former Nike executive will need to turn around sales in the Americas, where Lululemon has lost dominance to newer brands.
Lululemon stock sank in after-hours trading following the company's quarterly results.
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