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Nike earnings expectations get brutally cut down by Stifel analysts
Yahoo Finance Video3d agoneutralVIDEO
Nike earnings expectations get brutally cut down by Stifel analysts

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.

Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Insider Monkey4d agoneutral
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once

Wall Street’s patience with the athletic footwear and apparel industry’s recovery is wearing thin. On September 14, Baird analyst Jonathan Komp downgraded five stocks to Neutral in a single note, including NIKE, Inc. (NYSE:NKE), adidas, DICK’S Sporting Goods, Inc. (NYSE:DKS), Rocky Brands, and VF Corp, while adding negative “fresh picks” on Under Armour and Canada […]

The $986 Million Reason Nike’s Comeback Story Doesn’t Add Up
TIKR4d 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.

NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In
Simply Wall St.5d agoneutral
NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In

Nike (NKE) just made a high profile boardroom move. The athletic giant expanded its board to twelve directors and added Alexandre Arnault from LVMH, even as it works through a difficult business reset. NIKE’s boardroom refresh comes at a challenging time, with the share price at US$35.51 after falling about 13.5% over the past 30 days and dropping 43.9% year to date. The 1 year total shareholder return is down 48.3% and the 5 year total shareholder return has declined 74.0%, pointing to...

Nike faces earnings pressure as UBS cuts price target
Proactive6d agobearish
Nike faces earnings pressure as UBS cuts price target

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...

On Holding Climbs 5% as Kylian Mbappé Joins Its Football Push; Nike Slips
24/7 Wall St.6d agobullish
On Holding Climbs 5% as Kylian Mbappé Joins Its Football Push; Nike Slips

On Holding (NYSE:ONON) shares are climbing Friday morning after reports that French soccer star Kylian Mbappé is joining the Swiss brand’s push into football, taking it into cleats and match-day apparel for the first time in earnest. The stock is up 5% to $28.64, a rare positive session for a name that has been under […]

Investing.com6d agobullish
On Holding stock jumps premarket after signing Real Madrid star Kylian Mbappé

Investing.com -- On Holding AG (NYSE:ONON) has signed French superstar Kylian Mbappé as a global ambassador and product development partner, marking the Swiss sportswear company’s official entry into the global football market. The move represents a direct challenge to the longstanding dominance of Nike Inc (NYSE:NKE) and Adidas AG (OTC:ADDYY), sending On Holding’s shares up 5.6% in premarket trading on Friday while Nike and Adidas dipped 0.8% and 1%, respectively. Mbappé, the 27-year-old Real M