Latest Articles
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With All Major Sports Event Canceled, Which Athletic Apparel Stock Still Looks Good: Nike Or Under Armour?
The Coronavirus crisis has hit the apparel industry hard. The companies have had to temporarily shutter their stores and it remains unclear as to when they can open them again, as the pandemic continues to spread, particularly in Europe and the U...
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Recovery Watch: Apparel Portfolio – 9% 5 Day Return vs. (-37%) YTD Return – [Nike, Lululemon, & Others]
Our apparel portfolio of 12 stocks shows an average return of 9% in the last five trading days (as of March 27) compared with a similar (9%) return in the S&P 500 during the same period. This portfolio reflects one set of possible stocks ex...
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Why The Coronavirus Outbreak Shaved Off More Than $17 Billion From Nike’s Valuation
Nike (NYSE: NKE) was one of the first companies to issue a statement regarding the impact of the coronavirus outbreak on its business in China earlier this month. The company temporarily shuttered approximately half of its company-owned stores ...
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That Nike Store You Walked By Made $34 Million For Nike’s Stock
Nike (NYSE: NKE) is the largest athletic apparel company in the world. The company has achieved unparalleled growth in the apparel industry and is still going strong. This growth has been driven by upbeat performance for the retail (store) as wel...
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Was Nike’s Acquisition Of Converse A Bargain Or A Disaster?
On September 4, 2003, Nike (NYSE: NKE) acquired Converse for $315 million – two years after the latter filed for bankruptcy. Converse had annual sales of just over $200 million at the time of acquisition. Fast forward 16 years to Nike’...
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David vs Goliath: How Does Under Armour’s Growth Over Recent Years Compare With Nike’s?
Nike (NYSE:NKE) is the largest footwear company in the world while Under Armour (NYSE:UA) is one of the fastest emerging companies in the apparel industry. Although there is huge difference between the scale of the two companies, they have a simi...
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Adidas Is Giving Nike A Run For Its Money
Nike and Adidas are two of the largest footwear companies in the world. Effective marketing strategies and innovative products have helped these companies outperform the broader apparel industry over the last couple of years. Trefis captures tren...
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Nike’s Q4 2019: Earnings Miss Due To Currency Headwinds And Higher Cost; Outlook Remains Positive
Nike (NYSE: NKE) released its Q4 and FY 2019 financial results on June 27, 2019, followed by a conference call with analysts. Performance Snapshot Nike reported revenue of $10.2 billion in Q4 2019, marking a growth of 4% over $9.8 billion in...
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How Is Nike Expected To Grow Over The Next One Year?
Nike (NYSE: NKE) is set to release its Q4 and FY 2019 results on June 27, 2019, followed by a conference call with analysts. Performance Expectations Nike’s revenues have maintained healthy year-on-year growth through the recent quarte...
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After A Strong Performance In Q3 2019, Would Focus On Digital Platform Drive Nike’s Growth In The Near Term?
Nike (NYSE: NKE) announced its Q3 2019 financial results on March 21, 2019 followed by a conference call with analysts. The company met analysts’ expectations for revenue while exceeding the earnings consensus estimate. NKE reported revenue of $9...
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What To Expect From Nike’s Q3 Earnings
Nike (NYSE: NKE) is scheduled to report its Q3 earnings on March 21. We expect the company to post EPS in the ~$0.62 range and revenues of about $9.6 billion, reflecting an increase of nearly 7% from the year-ago quarter. In the trailing four qua...
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What Would Happen To Nike’s Stock IF Footwear Sales Were To Stagnate?
For Nike (NYSE :NKE) over the past couple of years, footwear sales have been a key component of driving their revenue. In the first quarter Nike’s revenue rose by 15% yoy, and revenue TTM came in at $36 billion, we expect that this revenue...
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Nike Earnings Outperform in Q2.
Nike (NYSE :NKE) beat both revenue, and earnings on the back of what many consider an unprecedented campaign. The Colin Kaepernick campaign added fuel to Nike’s quarterly revenue, which rose by 10% coming in at $9.4 billion, and the bottom...
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How Nike’s New Marketing Culture Is Positive For The Stock
Nike (NYSE:NKE) has increasingly decided over the past couple of years to change the way it markets itself. Moving away from focusing on a core message to focusing on a ‘story-telling’ mode of marketing. With increasingly changing demographics, t...
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Nike : Opportunities in E-Commerce And Why The Stock May Be Headed Higher
Nike (NYSE:NKE), over the past couple of quarters, has been shifting its strategy. Moving away from traditional brick and mortar retail, to focus more on the direct-to-consumer and e-commerce model. The recent push into the digital space resulte...
