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NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In
Simply Wall St.19h 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...

Stocks to Watch: Nestle, Nike, Sandoz
The Wall Street Journal1d agoneutral
Stocks to Watch: Nestle, Nike, Sandoz

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.

How Investors May Respond To NIKE (NKE) Adding Alexandre Arnault Amid Turnaround And Governance Tensions
Simply Wall St.1d agoneutral
How Investors May Respond To NIKE (NKE) Adding Alexandre Arnault Amid Turnaround And Governance Tensions

Earlier this month, NIKE, Inc. expanded its Board of Directors to twelve members and appointed Alexandre Arnault, Deputy CEO of Moët Hennessy and former Tiffany & Co. executive, as a director through the 2027 annual meeting, while shareholders voted down proposals on discrimination in charitable support and environmental targets at the September 8, 2026 annual meeting. Arnault’s luxury and brand-building background arrives as Nike works through a complex turnaround marked by analyst caution...

Nike (NKE) Shareholders Side with the Board Over Norway’s Wealth Fund on Climate Disclosure
Insider Monkey2d agoneutral
Nike (NKE) Shareholders Side with the Board Over Norway’s Wealth Fund on Climate Disclosure

On September 8, 2026, Reuters reported that NIKE, Inc. (NYSE:NKE) shareholders rejected a proposal urging greater transparency on how the company plans to meet its 2030 emissions-reduction targets, despite support from Norway’s sovereign wealth fund, Nike’s 11th-largest shareholder. Nike’s board had urged a “no” vote, arguing management is “best positioned to determine the targets and […]

Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?
Insider Monkey2d agoneutral
Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?

On September 15, Telsey Advisory Group cut its price target on NIKE, Inc. (NYSE:NKE) from $47 to $44 and maintained its Market Perform rating on the stock. The research firm noted that the company’s turnaround is moving slowly and even as the company is taking steps in the right direction by focusing more on sports […]

That Dip In Lululemon Stock Looks Cheap, But What If Leggings Keep Sliding?
Trefis2d agoneutral
That Dip In Lululemon Stock Looks Cheap, But What If Leggings Keep Sliding?

Lululemon Athletica (LULU) has fallen about 22% since late August and now trades at its lowest price in the past year. Is that a chance to buy? Its own record says dips here have paid off more often than not. The catch is that the recent ones have not. And Lululemon's own women's leggings sales, in a category it leads, fell about 20% in fiscal Q2 2026.