On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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
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.
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
NIKE has lagged behind the broader market over the past year, and analysts remain moderately bullish about the stock’s prospects.
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.
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.
Studio Fleece, the retailer’s latest line, aims to recreate a series of wardrobe staples for women, Nike’s Jill Gonzalez told Retail Dive.
Big firms are easy targets, and can find themselves with more than their fair share of legal troubles.
NIKE stock has fallen a long way over the last few years, yet the current valuation picture is more balanced than the share price slide might suggest, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the market price while market multiples screen the stock as undervalued. NIKE shares have declined 72.7% over the past 5 years, which puts long term holders deep in the red and makes any valuation signal especially important. The planned reset of NIKE's digital...
NKE's demand headwinds continue to pressure sales, but innovation and its turnaround strategy remain central to restoring growth and earnings.
The market is the fastest-growing of all textiles and is pegged to have a valuation of $241.5 billion by 2035.
Investing.com -- Nike’s decision to end most online distribution through its two largest Chinese retail partners could weaken sales and create an opening for competing sportswear brands, according to analysts at Citi.
Nike (NKE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Nike’s new vice president and general manager of Greater China Cathy Sparks has shared plans to create a less “fragmented” market in the region and increase locally-created product.
Nike is losing the fashion battle to Japan’s Asics. Running’s growing popularity has helped catapult shares in Asics, a favorite among runners. Nike cruised on popular lifestyle sneakers—Air Jordan 1s, Air Force 1s and Dunks—for too long and fell behind on running.
The world's largest sportswear company has accelerated a wave of store closures across the U.S., shutting down roughly a dozen locations in a single month as it works to reshape its retail footprint. The move comes at a time when competition across the athletic apparel industry is intensifying. ...
HANOI, July 24 () - Vietnam faces higher U. tariffs than peers and risks a further erosion of competitiveness in the clothing sector, as the largest exporter of apparel to the U.