In the global athleticwear arena, NIKE, Inc. NKE and lululemon athletica inc. LULU embody two distinct models of market leadership.
Nike is initiated at "Buy," leveraging a rebounding U.S. market and management's targeted recovery actions. NKE's North America sales and footwear are showing renewed growth, while inventory and channel strategies support margin recovery. Gross margin headwinds from tariffs and China write-offs are expected to abate, positioning NKE for margin expansion in FY26.
New Balance sales grew 19% to $9.2 billion in 2025, as its growth beat the global sneaker market and heavyweights like Nike. CEO Joe Preston attributed New Balance's success to being focused on the consumer, regardless of how, where and when they want to shop.
Nike (NKE) closed the most recent trading day at $65.55, moving +1.13% from the previous trading session.
NKE launches broad innovation reset, doubling down on performance tech and retail basics to reignite growth and fend off rising athleticwear competition.
This company is in the midst of a major turnaround, but results have remained sluggish. Headwinds may subside this year, leading to strong earnings-per-share growth.
Nike (NKE) concluded the recent trading session at $61.1, signifying a -2% move from its prior day's close.
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.
NKE's DTC push boosts margins and data, but rising inventories and softer demand expose limits as the brand works to rebalance digital and wholesale.
NKE slips below its 50 and 200-day SMAs as margin pressure, China weakness and valuation concerns keep momentum bearish despite a global brand.
Nike (NKE) closed at $63.91 in the latest trading session, marking a +1.93% move from the prior day.
Nike Inc (NYSE:NKE, XETRA:NKE)'s brand momentum appears to be improving, according Jefferies analysts, who reiterated a ‘Buy' rating on the stock and a $110 price target. Shares of Nike traded down 2.5% at about $62 on Thursday afternoon.