Nike, Inc. - Class B (NKE)
Nike: On A Long And Winding Road To Recovery - Buy
Nike is executing a turnaround under new CEO Elliott Hill, focusing on performance categories and wholesale channel repair. North America revenue grew 9% YoY in Q2, driven by the 'Win Now' strategy, while China sales fell 17%, highlighting regional divergence. NKE trades at a 43% discount to its 5-year average forward EV/Sales, offering significant rerating potential as turnaround gains materialize.
Wholesale Strength vs. Digital Strain: Is NIKE's Channel Mix Working?
NKE's wholesale rebound is lifting revenues, but digital sales are lagging as promotions fade and traffic softens, raising doubts about channel balance.
Nike's Revival of Classic Brand Has a Hitch—Soccer Coach Grabbed the Trademark
The nostalgic Total 90 product line is central to Nike's World Cup plans. It just never renewed the trademark rights.
Tim Cook just gave Nike a much-needed holiday boost
Tim Cook bought $3 million in Nike shares, nearly doubling his stake in the company. Nike shares jumped after Cook's purchase, signaling support for CEO Elliott Hill's turnaround plan.
Nike Stock Is Getting a Lift Today. The Reason?
A vote of confidence from the leader of one big brand is helping the shares of another today.
Nike shares rise as Tim Cook purchases $2.95M in stock
Nike Inc (NYSE:NKE, XETRA:NKE) shares moved higher before Wednesday's opening bell on the news that board member Tim Cook purchased 50,000 shares of the company's common stock. According to a regulatory filing, the transaction was completed on December 22 at an average price of approximately $58.97 per share, for a total investment of about $2.95 million.
Nike's stock is on pace to extend this record losing streak. But Tim Cook is buying.
Apple CEO and Nike board member Tim Cook spent nearly $3 million to buy Nike's stock after the latest selloff, roughly doubling his stake.
Nike: Recovery Has Momentum, But There's Also A Margin Problem (Rating Downgrade)
Nike is downgraded from buy to hold due to persistent margin pressure and macro headwinds. Despite double-beat Q2 results and strong North American sales, NKE faces ongoing declines in key international segments and year-over-year EPS. Margins fell 300 bps to 40.6%, and forward P/E remains elevated at 37.7x, limiting near-term upside.
Nike And Its Usual Once-A-Year 10% Drop
Nike, Inc. remains a Hold, as Fiscal Q2 results and outlook signal neither a compelling buy nor a reason to exit. China's ongoing weakness and aged inventory continue to weigh heavily on EBIT, offsetting North America's resilience. Encouragingly, NKE has halted recent market share losses, and even a moderate top line recovery could drive significant EPS rebound through operating leverage over the coming years.
Nike Beats on Earnings but Struggles in China and Faces Tariffs
The last three years have not been kind to U.S. apparel giant Nike NYSE: NKE. As of the Dec. 18 close, shares had dropped approximately 34%, with sales, margins, and profits all down significantly over the same period.
Nike Shares Slip Below the Lows That Predated the Hiring of Elliott Hill
Nike hoped a new CEO could get its stock rising again. So far, the change just hasn't done it.
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg
Jeff Kilburg, KKM Financial, joins 'CNBC's The Exchange' to discuss Kilburg's thoughts on Nike, the overall market and much more.
