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23,580 signal articles · 332 in last 24h · 112,379 total before filter · latest 37m ago
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✕ clear all filtersticker: NKEsentiment: bearishSentiment:bullishneutralbearishshow all (incl. clickbait)
Analysts Fret About Nike's 'Strategic Misstep'
The Wall Street Journal21d agobearish
Analysts Fret About Nike's 'Strategic Misstep'

Analysts who follow Nike are expressing skepticism about its move to consolidate online sales in China. The company said Wednesday that it will cut off most of the third-party e-commerce vendors who sell its products, consolidating sales into about a dozen of the country’s top e-commerce platforms and Nike’s own Chinese-language website and app. “The decision to terminate this very important channel is a strategic misstep in our view,” said Laurent Vasilescu, an analyst at BNP Paribas.

Nike closes stores, studios, and its flagship location
TheStreet42d agobearish
Nike closes stores, studios, and its flagship location

For the past few years, Nike has struggled to figure out its business model. First, the retailer pulled away from some of its distribution partners to build more of its business around building a direct relationship with consumers. That model included building out its own fleet of stores and ...

Investing.com64d agobearish
RBC downgrades Nike on slower-than-expected turnaround pace

Investing.com -- RBC Capital Markets downgraded Nike to Sector Perform from Outperform and slashed its price target to $50 from $70, citing a slower-than-expected turnaround and few catalysts to drive the stock higher in the near term.

The Havens From Tuesday’s Selloff
The Wall Street Journal64d agobearish
The Havens From Tuesday’s Selloff

Traders fleeing Friday's selloff took refuge in companies like Kleenex-maker Kimberly-Clark. On Tuesday, they're piling into peanut butter and home-improvement supplies. Shares in Home Depot were recently the Dow's best performers, while Jif-maker J.

Lululemon Slumps on Earnings. Bargain Hunters Beware.
Barrons.com68d agobearish
Lululemon Slumps on Earnings. Bargain Hunters Beware.

It’s been easy to call a bottom in Lululemon Athletica in recent years–just keep waiting another day. The specialty athleticwear company, which had already dropped nearly 40% year to date alone before it reported fiscal first-quarter earnings after the bell Thursday, didn’t reward bargain hunters. The quarter itself was better than expected, but the full-year outlook was the culprit: Lululemon said it will earn between $10.95 and $11.15 a share on revenue that will be flat or down 1%, translating into $11 billion to $11.15 billion.

Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts
24/7 Wall St.71d 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

KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story
24/7 Wall St.91d agobearish
KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story

An analyst firm is stepping back on price, but not on conviction. KeyBanc lowered its price target on On Holding to $43 from $58 while keeping its Overweight rating, framing the move as a recalibration tied to tariff exposure rather than a break in the long-term growth thesis. For investors weighing the premium athletic name, ... KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story