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Curry Defection And World Cup Push Test Nike Turnaround Expectations
Simply Wall St.61d agoneutral
Curry Defection And World Cup Push Test Nike Turnaround Expectations

Stephen Curry has entered a long term footwear partnership with Chinese sportswear company Li Ning, challenging NIKE's basketball presence, especially in Asia. At the same time, NIKE has launched its Rip The Script marketing campaign and expanded football products ahead of the FIFA World Cup as part of its turnaround efforts. The combination of a marquee athlete moving to a rival and NIKE's renewed push in football marks an important point for its core sports categories. For investors...

Lululemon's next CEO knows how to get it 'back on track': Analyst
Yahoo Finance Video62d agoneutralVIDEO
Lululemon's next CEO knows how to get it 'back on track': Analyst

Lululemon Athletica (LULU) stock is dropping in Thursday's extended hours after the athleisure brand reported a slight revenue beat and trimmed its full-year revenue forecast. Morningstar senior equity analyst David Swartz explains how incoming CEO Heidi O'Neill will know how to get the company and customer shopping experiences "back on track." O'Neill will start in her chief executive role this September after her non-compete agreement with Nike (NKE) expires.

Lululemon stock sinks on Q1 earnings, trims full-year guidance
Yahoo Finance Video62d agoneutralVIDEO
Lululemon stock sinks on Q1 earnings, trims full-year guidance

Lululemon Athletica (LULU) came out with first quarter results on Thursday, its earnings coming in line with forecasts ($1.69 per share) while edging past Wall Street's revenue expectations ($2.47 billion vs. estimates of $2.44 billion). The stock is dropping in extended hours trading. Yahoo Finance Senior Reporter Brooke DiPalma dives into the earnings release and the athleisure brand's guidance figures.

Caleres Inc. (CAL) Tops Q1 Earnings Estimates
Zacks62d agobullish
Caleres Inc. (CAL) Tops Q1 Earnings Estimates

Caleres Inc. (CAL) delivered earnings and revenue surprises of +2.70% and -0.06%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Nike’s AI Push Raises Questions On Margins And Dividend Strength
Simply Wall St.63d agoneutral
Nike’s AI Push Raises Questions On Margins And Dividend Strength

Nike (NYSE:NKE) is expanding its use of AI in day to day operations and has launched an internal AI learning platform for employees. The company’s Executive Vice President and COO recently discussed the challenge of scaling AI, including the risk of “automation illusion” when tools look efficient but do not yet deliver real gains. These comments highlight Nike’s current focus on digital transformation, efficiency and workforce skills alongside its core footwear and apparel business. Nike,...

Nike Analyst: ‘95% of People Say Nike Is a Brand for Me’ – No Other Brand Gets Above 60%
24/7 Wall St.64d agoneutral
Nike Analyst: ‘95% of People Say Nike Is a Brand for Me’ – No Other Brand Gets Above 60%

Nike (NYSE:NKE) stock has disappointed investors for years. According to one guest on Barron’s Streetwise podcast with Jack Hough, the underlying brand tells a very different story. The guest pointed to consumer survey data showing that roughly 95% of people agree with the statement “Nike is a brand for me.” Meanwhile, no other major consumer ... Nike Analyst: ‘95% of People Say Nike Is a Brand for Me’ – No Other Brand Gets Above 60%

Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts
24/7 Wall St.64d agobearish
Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

On a recent Rich Habits Podcast segment, market commentator Ron Santella put it bluntly: “The playbook from last week hasn’t changed. It’s actually gotten more entrenched. Higher for longer is the base case.” For households waiting on a refinance or a first home purchase, he was even more direct: “Today’s report tells you it’s not ... Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

Is Nike (NKE) Pricing In Too Much Optimism After Recent Share Price Rebound?
Simply Wall St.66d agoneutral
Is Nike (NKE) Pricing In Too Much Optimism After Recent Share Price Rebound?

Wondering whether NIKE's share price reflects its true worth, or if sentiment has simply swung too far in one direction? This valuation breakdown is designed to help you frame that question clearly. NIKE's stock recently closed at US$46.23, with the price up 3.5% over the past week and 4.1% over the past month, but still down 26.9% year to date and 23.5% over the last year. These mixed returns come as investors continue to react to company specific news, broader sector sentiment, and ongoing...

Hilma Closure Tests Nike’s Women’s Focus As Valuation Signals Diverge
Simply Wall St.69d agoneutral
Hilma Closure Tests Nike’s Women’s Focus As Valuation Signals Diverge

Hilma, a women-focused sneaker startup, has closed after running into inventory problems and a difficult funding backdrop. The exit removes a niche competitor that had targeted female runners with gender-specific shoe designs. This comes as NIKE (NYSE:NKE) faces weaker sales and pressure from smaller, specialized footwear brands. NIKE (NYSE:NKE) comes into this development with its stock under clear pressure, with shares at $45.98 and the price down 27.3% year to date and down 23.7% over...

Nike rival sneaker brand shuts down unexpectedly
TheStreet71d agoneutral
Nike rival sneaker brand shuts down unexpectedly

Nike's success has made it vulnerable to smaller players peeling off niche segments of the sneaker business. Essentially, when you're trying to reach everyone, you miss certain pieces of the market. That's why I, as a 52-year-old man with wide feet and weak ankles, wear New Balance and Skechers. ...