Needham analyst Tom Nikic reiterated a Buy rating on the shares of Nike Inc NKE with a price forecast of $75.00.According to the analyst, monitoring collectible sneaker trends is a way to gauge broader sneaker demand. High-demand releases, those selling out quickly at launch and fetching premiums on resale sites like StockX and GOAT often indicate a strong market.Tariffs are expected to heavily influence the footwear sector in the short term, said the analyst. With nearly all U.S. footwear being imported, c ...

Nike (NKE -8.23%) famously manufactures products outside the United States, which is undesirable given the added tariffs.*Stock prices used were the afternoon prices of April 7, 2025. The video was published on April 9, 2025. ...

Leading brands NIKE Inc. (NKE) and lululemon athletica inc. (LULU) continue to strive for dominance in the competitive sportswear and apparel market. NIKE, a global powerhouse in athletic footwear, apparel and equipment, holds a commanding market share and unmatched brand recognition worldwide. Conversely, lululemon, known for its yoga-inspired lifestyle offerings, has carved out a loyal customer base and is rapidly expanding beyond its core categories.While both companies operate in the same space, they di ...

The S&P 500 is the most closely watched benchmark among the investment community because it measures the performance of large and profitable companies based in the U.S. However, it has been getting crushed in the past few days due to uncertainty surrounding tariff announcements.Some of its constituents have had a rough go, even after a long-term negative trend. As of April 7, this consumer discretionary stock is a whopping 69% off its peak, a record established all the way back in November 2021. To be clear ...

智通财经4月10日电，STIFEL将耐克公司目标价格从75美元降至64美元。 ...

STIFEL将 耐克公司目标价格从75美元降至64美元。 ...

Core Viewpoint - The imposition of reciprocal tariffs by President Trump has led to a significant sell-off in U.S. stocks, raising concerns about inflation and economic growth, particularly affecting companies like Nike [1] Company Overview - Nike has been struggling with a decline in its stock price, down over 36% in the last five years, prompting the board to bring back veteran Elliott Hill to lead a turnaround [3][5] - The company is in the early stages of transformation, focusing on regaining market share lost to competitors in the luxury retail and footwear sectors [4] Strategic Initiatives - Hill's strategy includes refocusing marketing on athletes and rebuilding relationships with wholesale buyers while reducing promotional online activities [4] - The turnaround is expected to take multiple years, with current tariffs already impacting Nike's fiscal outlook [5] Impact of Tariffs - Prior to the latest tariffs, Nike faced a 20% tariff on imports from China, where it derives a significant portion of its business, leading to a 17% year-over-year sales decline in China [6] - Trump's recent tariff increase to 54% on Chinese imports and additional tariffs on Vietnam complicate Nike's operational landscape, as 95% of its shoes are produced in China, Vietnam, and Indonesia [7][8] Market Sentiment - Despite current challenges, long-term investors remain optimistic about Nike's brand strength and potential for recovery over the next five to ten years [9] - Positive consumer response to new Nike products, particularly collaborations with athletes, indicates potential for sales recovery [10][12] Retail Performance - Foot Locker, which derives 60% of its sales from Nike products, has expressed confidence in Nike's recovery and innovation efforts, suggesting a positive outlook for both companies [11][12]

Group 1 - The market has been negatively impacted by geopolitical issues, particularly highlighted by a significant drop on April 3rd due to tariffs [1] - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and companies that generate it, which leads to potential value and growth [1] Group 2 - Subscribers have access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [2] - A two-week free trial is available for new subscribers, promoting engagement in the oil and gas sector [3]

Core Viewpoint - Nike's stock showed resilience by gaining 3% despite a significant sell-off in the broader market, indicating potential investor confidence amid tariff uncertainties [1][2]. Group 1: Stock Performance - Nike's stock closed up 3% on a day when the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average fell by 6%, 5.8%, and 5.5% respectively, highlighting its relative strength [1]. - The stock's performance is attributed to positive developments regarding tariffs, particularly a productive call between President Trump and Vietnam's leaders [2][3]. Group 2: Tariff Developments - President Trump mentioned a "very productive call" with Vietnam's General Secretary, suggesting potential for a new trade agreement that could reduce tariffs on Vietnamese goods to zero [3]. - Nike has shifted much of its production from China to Vietnam, making the tariff situation a critical factor for its business operations [3][4]. - A 46% tariff on goods from Vietnam is set to take effect on April 9, which could lead to significant price increases for Nike's products, potentially affecting consumer demand [4]. Group 3: Future Outlook - The outcome of trade negotiations between the U.S. and Vietnam is becoming a crucial catalyst for Nike's business performance and valuation [5].

Core Viewpoint - Nike's shares experienced significant volatility due to new tariffs imposed by the U.S. on key manufacturing countries, but have shown some recovery as of Friday [1][2]. Group 1: Stock Performance - Nike's stock dropped 15% earlier in the week but has recovered slightly, now down 9% for the week [1]. - The initial decline was triggered by tariffs of 46%, 32%, and 34% on Vietnam, Indonesia, and China, which are responsible for 95% of Nike's footwear production [2]. Group 2: Tariff Impact - The tariffs are expected to negatively impact Nike's earnings, with an estimated damage of $1.69 to earnings per share according to Stifel analyst Jim Duffy [2]. - Vietnam, which accounts for 50% of Nike's footwear and 28% of its apparel, is seeking to negotiate a reduction of its tariffs to 0%, which could alleviate some concerns for investors [3]. Group 3: Market Sentiment and Valuation - The stock is currently trading at its lowest price-to-sales ratio since 2009, indicating potential value for risk-tolerant investors [4]. - Nike remains a dominant brand in the footwear and apparel market, particularly among Gen Z consumers, which may attract interest from investors despite current volatility [4].