New Balance just reported their 2020 financial results, and CNBC got an exclusive look at how the company performed before those results were released to the public. At a time when major sneaker brands like Nike are shrinking. You have New Balance coming in, actually growing sales, and that's because they've taken a 120 year old sneaker brand and made it cool again.With younger shoppers. And 2025, New Balance grew sales by 19% to 9.2% billion. And that is the fifth year in a row that they managed to grow sa ...

Core Viewpoint - Nike is recognized as a leader in the global athletic apparel and footwear market but is currently facing challenges, with shares trading 64% below their peak in November 2021, as it undergoes a strategic pivot to regain consistent sales and profit growth [1]. Group 1: Financial Performance - For fiscal 2026, consensus analyst estimates predict revenue growth of less than 1%, indicating stabilizing demand levels [4]. - Earnings per share are expected to decline by 28% due to President Trump's tariffs adding $1.5 billion to annual product costs, alongside pressure on margins from increased wholesale revenues [5]. Group 2: Strategic Focus - Nike is refocusing on core areas that solidified its industry position, emphasizing fresh sports-centered products and realigning with retail partners after a shift towards direct-to-consumer e-commerce during the COVID-19 pandemic [6]. - The company is leveraging its marketing capabilities to strengthen connections with customers [6]. Group 3: Competitive Advantage - The fashion industry presents challenges due to changing consumer tastes, but Nike's established brand and experience provide a durable competitive advantage, allowing the company time to adapt and strengthen its market position [8]. Group 4: Investment Potential - Achieving a 100-fold return on investment from $10,000 to $1 million in 25 years would require an annualized growth rate of about 20%, which is considered slim [9].

In this articleNKEwatch nowNew Balance sales grew 19% last year to $9.2 billion as the legacy sneaker giant continued to outperform the global footwear market and take share from floundering competitors like Nike.The 120-year-old Boston-based footwear brand, which is private, exclusively shared its 2025 results with CNBC. In addition to the sharp 2025 growth, the retailer said it could reach its goal of $10 billion in annual revenue by the end of the year."We're competitive. No question about it. But we wan ...

 Critical milestone for activation of exploration program at large-scale gold-copper project, Peru Vancouver, BC – TheNewswire - February 19, 2026 – Fidelity Minerals Corp. (TSX-V: FMN | FSE: S5GM | SSE: MNYC) (“Fidelity” or the “Company”) is pleased to announce that on February 4, 2026 the Company executed a surface access and land use agreement (the “Agreement”) with a local landowner at its flagship Las Huaquillas gold-copper project located in northern Peru. The Agreement grants the Company the right t ...

Core Insights - The clean economy is now primarily driven by market fundamentals, achieving record revenues and significantly outperforming fossil fuel benchmarks [1] Group 1: Clean Energy Rankings - The 2026 Carbon Clean 200 list tracks the top 200 public companies generating revenue from clean energy, electrification, and efficiency, focusing on actual financial performance rather than climate pledges [2] - The list serves as an educational tool to highlight top-performing publicly traded firms benefiting from the green transition [3] Group 2: Fashion Industry Performance - Only eight fashion and fashion-adjacent companies made the 2026 Clean 200 list, indicating a limited presence in a sector that heavily influences consumer culture [3] - Inditex, the parent company of Zara, ranked No. 13 with a sustainable revenue ratio of 53.8% and approximately $33.44 billion in sustainable revenue, slightly above the Clean 200 average of 53.7% [4] - Kering ranked No. 64 with a 39.9% sustainable revenue ratio and about $11.05 billion in sustainable revenue, while H&M ranked No. 116 with a 23.3% ratio and $6.23 billion in sustainable revenue [5] Group 3: Sportswear Comparison - Nike ranked No. 57 with sustainable revenue of $12.16 billion and a ratio of 26.3%, while Adidas ranked No. 58 with $12.11 billion in sustainable revenue and a ratio of 31.8% [6] - Puma ranked No. 180 with a sustainable revenue ratio of 25.1% and approximately $3.56 billion in sustainable revenue [6]

It's time for the big three. We've got three stocks, three charts, three trades. Rick Ducat, of course, will take us through the charts.Here to take us through the trades today is Don Kaufman, co-founder at Theot Trade. Don, great to have you with us this morning. You we've got a lot of green across the board. We've got big tech, all the mag seven in green entirely today.You know, would love to get your thoughts on the action we're seeing this morning. >> You know, so we're seeing a rotation right now back ...

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Core Insights - NIKE, Inc. is implementing a broad innovation reset to enhance growth, brand relevance, and competitiveness in the athleticwear market [1] - The strategic shift emphasizes performance-led innovation, focusing on advanced technologies and athlete-centric design [2] Strategic Initiatives - NIKE is streamlining its Classics business and restoring NIKE Digital as a premium platform while diversifying its product portfolio and enhancing consumer engagement [3] - The company has launched "Win Now" actions to address immediate challenges and opportunities in product innovation, brand storytelling, and marketplace strategy [3] - NIKE is returning to retail fundamentals by improving consumer assortments, brand storytelling, and visual merchandising to enhance the shopping experience [4] Competitive Landscape - lululemon athletica inc. is experiencing growth through its Power of Three X2 strategy, focusing on product innovation and international expansion [6] - adidas AG is concentrating on brand appeal, product innovation, and operational efficiency to drive growth [7] Financial Performance - NIKE shares have decreased by 18.5% over the past six months, compared to a 17.3% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 29.03X, higher than the industry average of 26.09X [10] - The Zacks Consensus Estimate indicates a 27.3% decline in fiscal 2026 earnings, followed by a projected growth of 54.1% in fiscal 2027 [11]

Core Viewpoint - Dutch speed skater Jutta Leerdam's celebratory gesture at the Winter Olympics may lead to an additional income of $1 million due to increased advertising interest from brands like Nike and Hema [1] Group 1: Athlete's Performance and Impact - Jutta Leerdam won a gold medal and set an Olympic record in the women's 1000m speed skating event [1] - Her emotional celebration, which included revealing her Nike innerwear, quickly became a focal point for global media coverage [1] Group 2: Advertising Opportunities - Leerdam's action has attracted significant attention from advertisers, with estimates suggesting she could secure a contract worth at least $1 million from Nike [1] - Leerdam has 6.2 million followers on her personal social media account, earning several thousand dollars for each Nike advertisement she posts [1] - Hema, a Dutch retailer, is also interested in collaborating with Leerdam, leveraging her emotional post-victory moment to promote their waterproof eyeliner product [1]

From running track at the University of Oregon to running the shoe retail giant Nike, Phil Knight revolutionized the shoe industry with his former coach. He's stepped into seventh place on the #Forbes250 list, featuring America’s greatest living innovators.Get the full list: https://t.co/kszvRsR2NBPhoto: Michael Hickey via Getty Images ...