A rough run continues for Nike.
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Activewear maker Delta Galil has reported an increase in Q2 profit, lifted by tariff refunds, a portion of which it will invest in its manufacturing and supply chain to drive future growth.
Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.
Nike is struggling after a twenty-five-year market underperformance caused by strategic missteps, weak product innovation, and China challenges.
Pou Sheng International announced that Nike has already notified the group its online sales of Nike products in mainland China will fully cease from January 1, 2027, removing a channel that generated about 15% of Pou Sheng’s 2025 revenue but only a small share of its profit. Ahead of this shift, concerns over how resetting Nike’s China online marketplace and related distribution changes may weigh on earnings have become central to how investors assess the brand’s current transition. Next,...
Consumer stocks were higher late Tuesday afternoon, with the State Street Consumer Staples Select Se
FSN E-Commerce Ventures Ltd (BOM:543384) reports robust Q1 FY27 results with record profitability, strategic Nike partnership traction, and rapid expansion of Nyka Now quick-commerce.
The lawsuit was filed in California, which has a law that bans deceptive reference prices.
The top publicly traded companies include luxury and sportswear brands that are global powerhouses.
Nike's China strategy is becoming a growing debate on Wall Street, with JPMorgan warning of a steep revenue hit while Morningstar focuses on the long-term turnaround.
Nike stock is downgraded to Underweight with J.P. Morgan estimating the company could face a $1 billion headwind in China.
Investing.com -- JPMorgan downgraded Nike to Underweight from Neutral in a note Tuesday, warning investors that the financial impact of the company's turnaround decisions will linger far longer than the Street expects, pressuring earnings through fiscal 2028.
Pre-Market Stock Futures: Futures are trading higher after a solid start to August, with all major indices finishing higher on Monday. The President tapping the brakes on attacks on Iran and a return to the negotiating table, combined with massive technology earnings and tumbling oil prices, was just the ticket for traders and investors to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Apple, CoreWeave, eBay, Exxon Mobil, Intuit, Nebius Group, Palantir Technologies, SK hynix, and
Wall Street futures were given a new boost ahead of another packed earnings session, helped by a renewed fall in oil prices as hopes of a deal with Iran resurfaced. Dow Jones futures were up 453 points, or 0.9%, while those for the Nasdaq gained 0.9%. S&P 500 futures were 0.2% higher,...
NIKE has lagged behind the broader market over the past year, and analysts remain moderately bullish about the stock’s prospects.
JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) has been downgraded by RBC Capital Markets as it views sportswear markets as "highly promotional", with lower-income consumers under pressure from the elevated cost of living. Cutting the rating to 'sector perform' from 'outperform', with a 100p...
The e-commerce giant also will use the $600 million it has recouped from invalidated tariffs to lower prices for shoppers, per a Thursday earnings call.
Nike has launched its new Studio Fleece line, a women's sportswear collection centered on versatile essentials like hoodies and sweatpants. The release targets the athleisure segment and comes as the company looks to refresh its women's offering during 2026. The collection is positioned as a simple, mix and match range that sets up further product drops later this year. Nike, listed as NYSE:NKE, is putting fresh attention on women's sportswear with Studio Fleece at a time when its...
Investing.com -- Nike Inc’s China operating margins should improve 200 basis points in fiscal 2027 to 24%, well above Wall Street’s forecast of roughly flat margins year-over-year, as the sportswear giant eliminates partner-operated online storefronts and exits discounted wholesale channels, Bernstein analysts said in a recent note.
Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter

<body><p>STORY: :: Was sponsoring the World Cup worth it?</p><p>:: Peter Devlin, Business reporter</p><p>"Was sponsoring the World Cup worth it?</p><p>If you ask Adidas - maybe not. Shares in the sportswear giant just suffered their biggest drop on record.</p><p>Its huge World Cup marketing bet delivered blockbuster sales - but profits couldn’t keep up.</p><p>Adidas went all in on football’s biggest stage - launching merchandise months before rivals Nike and Puma.</p><p>Then backed it all with a star-studded campaign featuring Timothée Chalamet, Lionel Messi and Bad Bunny.</p><p>And the campaign worked. Adidas sold four times more jerseys and twice as many footballs as the previous tournament, generating around €1.5 billion in World Cup-related sales.</p><p>But attention doesn’t come cheap. Adidas spent an extra €212 million on marketing. So was it worth it?</p><p>Adidas is racing to find its next hit as demand for its Samba and Gazelle sneakers cools.</p><p>But while trends fade, owning the world’s biggest sporting stage is something no rival can take away.</p><p>And in the battle for attention, that might just be the winning goal."</p></body>
Investors might find that the 3.81% dividend yield is too hard to overlook.
DECK is boosting growth quality through DTC gains, global demand and premium pricing, but tariffs and higher investments keep execution in focus.
DECK's stronger fiscal 2027 start, higher earnings outlook and below-median valuation bolster the bull case, but tariffs and brand concentration remain key risks.
DECK enters fiscal 2027 with HOKA, UGG, DTC and global expansion driving growth as tariffs and higher investments test execution.
Nike (NKE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Studio Fleece, the retailer’s latest line, aims to recreate a series of wardrobe staples for women, Nike’s Jill Gonzalez told Retail Dive.