|
Feb 18
|
|
$22.77
$22.77
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Macy’s Announces More Store Closures: Should ...
|
|
Feb 18
|
|
$22.77
$22.77
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
WeShop Announces Major Fashion Retailers Avai...
|
|
Feb 17
|
|
$22.24
$22.77
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Macy's (M) Rises Higher Than Market: Key Fact...
|
|
Feb 17
|
|
$22.24
$22.77
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
As 2026 kicks off, these retailers are vulner...
|
|
Feb 17
|
|
$22.24
$22.77
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
3 Cash-Producing Stocks We’re Skeptical Of
|
|
Feb 17
|
|
$22.24
$22.77
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
3 Reasons M is Risky and 1 Stock to Buy Inste...
|
|
Feb 16
|
|
$21.63
$22.77
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
BILL Stock Down 24%, Core Revenue Up 17%: Why...
|
|
Feb 16
|
|
$21.63
$22.77
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Chemed Stock Down 15% in a Year as One Fund B...
|
|
Feb 16
|
|
$21.63
$22.77
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Up 50% in One Year: Why a Fund Cut $5 Million...
|
|
Feb 16
|
|
$21.63
$22.77
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Americold Stock Down 40% This Past Year, so W...
|
|
Feb 12
|
|
$21.83
$22.77
+4.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - M
Macy's (M) Valuation Check After Recent Share...
|
|
Feb 11
|
|
$21.73
$22.77
+4.8%
|
LONG
|
Elliott Hill
CEO, Nike
|
Speaker admits they are "getting back in with the wholesale partners" and acknowledges the need to provide "depth" of inventory to drive "revenue and profits for our retailers." Explicitly mentions working with Urban Outfitters, Macy's, and Amazon. For years, Nike starved third-party retailers of its best inventory to force customers to Nike.com. This reversal means these retailers will regain access to high-velocity Nike SKUs, which drives foot traffic and high-margin sales for them. LONG the retailers regaining access to the Nike ecosystem. Nike demands lower wholesale margins; consumer spending softens globally. |
Bloomberg Markets
Nike CEO on Turnaround Plan, ACG Relaunch, Co...
|
|
Feb 11
|
|
$21.73
$22.77
+4.8%
|
LONG
|
Elliott Hill
CEO, Nike
|
"Wholesale business... is critically important... North America [wholesale] was up roughly about 20%." (Hill also affirmatively responds to working with partners like Macy's and Amazon). Nike previously pulled inventory from these partners (2020-2023), which hurt their foot traffic and sales. The reversal of this strategy—flooding the channel with fresh Nike inventory and "repairing relationships"—directly boosts revenue per square foot for these retailers. LONG. These retailers regain their anchor tenant product. Nike demands lower margins from retailers; consumer preference has permanently shifted to other brands. |
Bloomberg Markets
Nike CEO Hill Sees Turnaround Spreading Acros...
|