|
Feb 18
|
|
$65.55
$65.55
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike (NKE) Surpasses Market Returns: Some Fac...
|
|
Feb 18
|
|
$65.55
$65.55
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
3 Option Ideas to Consider this Wednesday for...
|
|
Feb 18
|
|
$65.55
$65.55
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike’s UK Market Share Pressure And What It M...
|
|
Feb 17
|
|
$64.82
$65.55
+1.1%
|
WATCH
|
Dana Telsey
CEO and Chief Research Officer, Telsey Advisory Group
|
* TGT: Struggling to win in discretionary categories; historically 60% discretionary, now reversed. Needs to prove it can win back "treasure hunt" shoppers. * LULU: Facing product quality issues (see-through leggings) and needs a "reinvention" cycle. * NKE: In the "middle innings" of a turnaround; needs to put actual wins on the board before being a buy. These former darlings are currently "show-me" stories. Until they demonstrate consistent product wins or margin stabilization, they are value traps compared to the winners (WMT/GPS). WATCH (Wait for earnings confirmation). Turnarounds happen faster than expected; oversold bounce. |
Bloomberg Markets
Apple Ramps Up Wearables for AI Era | Bloombe...
|
|
Feb 17
|
|
$64.82
$65.55
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
NIKE's Innovation Reset: Will It Drive Consum...
|
|
Feb 17
|
|
$64.82
$65.55
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
This Is What Whales Are Betting On Nike
|
|
Feb 17
|
|
$64.82
$65.55
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Shein, Adidas set to have captured most UK ap...
|
|
Feb 17
|
|
$64.82
$65.55
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
How Is The Market Feeling About Nike Inc?
|
|
Feb 15
|
|
$63.13
$65.55
+3.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
1 Beaten-Down Value Stock to Buy Now With $10...
|
|
Feb 14
|
|
$63.13
$65.55
+3.8%
|
LONG
|
Finnhub News
|
Nike is implementing job cuts at Converse as part of a strategic turnaround plan aimed at achieving future growth. |
Finnhub - NKE
Nike Reshapes Converse With Job Cuts And Turn...
|
|
Feb 13
|
|
$63.13
$65.55
+3.8%
|
LONG
|
Finnhub News
|
NIKE, Inc. has announced a regular quarterly dividend payment of $0.41, signaling financial stability and shareholder returns. |
Finnhub - NKE
NIKE, Inc. Declares $0.41 Quarterly Dividend
|
|
Feb 13
|
|
$63.13
$65.55
+3.8%
|
WATCH
|
Carl Quintanilla
Anchor, CNBC
|
There is significant "leadership turnover" in these consumer names. Executive churn often signals internal strife or a need to pivot strategy due to underperformance. Unlike Walmart's stability, these firms are in a transition phase. WATCH. Avoid until new leadership demonstrates a clear turnaround strategy. New CEOs often "kitchen sink" the bad news, leading to short-term stock drops before recovery. |
CNBC
AI firms like OpenAI seek Nvidia alternatives
|
|
Feb 13
|
|
$63.13
$65.55
+3.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
What Makes Nike (NKE) an Investment Bet?
|
|
Feb 12
|
|
$61.10
$65.55
+7.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike (NKE) Registers a Bigger Fall Than the M...
|
|
Feb 12
|
|
$61.10
$65.55
+7.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike Signals Wholesale Rebound as Shares Slid...
|
|
Feb 12
|
|
$61.10
$65.55
+7.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
NIKE, Inc. (NKE) is Attracting Investor Atten...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
LONG
|
Elliott Hill
CEO, Nike
|
North America returned to growth; Running category back to double-digit growth. Wholesale strategy is being revitalized. The CEO is explicitly pivoting back to wholesale partners (Macy's, etc.) after the previous direct-to-consumer strategy alienated customers. This "correction" is starting to show up in the numbers. LONG. Turnaround execution is validated by data. Highly competitive athletic footwear market (Hoka/On Running). |
Bloomberg Markets
AI Winners vs Losers on Wall Street | Open In...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike: Peeling The Onion Breaks Down The Narra...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
LONG
|
Elliott Hill
CEO, Nike
|
Speaker confirms "North America being back to growth... running back to double digit growth" and states they are "nurturing the design and innovation teams" rather than relying on classics. The bearish thesis on Nike has been innovation stagnation and losing share to agile competitors. Hill's confirmation of double-digit growth in the critical "Running" category and the return to growth in North America suggests the product pipeline (Alpha Fly, etc.) is finally fixing the core rot, validating a turnaround play. LONG as the fundamental product engine restarts. China market contraction persists; marketing spend weighs on margins. |
Bloomberg Markets
Nike CEO on Turnaround Plan, ACG Relaunch, Co...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
LONG
|
Elliott Hill
CEO, Nike
|
"North America being back to growth... Running back to double digit growth... Wholesale business... also back to growth." These three areas (NA geography, Running category, Wholesale channel) were the specific structural weaknesses that caused the stock's drawdown. If the core geography and product category are inflecting positive simultaneously, the fundamental bear case is breaking. LONG. The turnaround is showing quantitative proof points in the most critical segments. Global consumer spending slowdown; "flat" sales growth persists longer than expected. |
Bloomberg Markets
Nike CEO Hill Sees Turnaround Spreading Acros...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
How Investors May Respond To NIKE (NKE) Conve...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
Nike CEO Hill Sees Turnaround Spreading Acros...
|
|
Feb 11
|
|
$62.35
$65.55
+5.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NKE
WeShop Announces Offerings in the Health and ...
|