At the time of writing this article, NIKE (NYSE: NKE ) is trading for around $55 a share, and this price has been dropping for almost the past four years. WhileAfter years of watching my investments in mutual funds do little more than collect fees(for others), I knew there had to be something better. That sparked what would become a passion for value investing, and the desire to learn about capital allocation. What I write about is as much for me to learn as it is to share my ideas and thoughts with others. ...

Videos posted by Chinese TikTok users that suggest people should purchase fashion items direct from factories in China have surfaced in the U.S. in recent weeks, according to Bloomberg. The videos claim many apparel brands such as Nike and Lululemon get their products from Chinese factories, with some praising the quality of Chinese manufacturing, the outlet reported Monday.They appear to be seeking to spur American consumers to get apparel and accessories directly from Chinese manufacturing facilities at m ...

NIKE Inc. (NKE) has been making efforts to offer a seamless experience. The company is intensifying its focus on sports and speeding up the introduction and expansion of new products and innovations.We note that NIKE’s Jordan Brand Air Rev has come up with Flight Lock technology to bring a customizable system of containment to aid golfers. This will be initially available on May 14 at jordan.com and select retail partners in North America, which will then be launched globally in the future months. Golfers c ...

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. ...

文章核心观点 - 耐克和露露乐蒙在运动服装市场面临挑战，但不确定性为投资者提供低价买入机会 ，露露乐蒙发展态势更具吸引力，是更好的投资选择 [2][21] 公司竞争地位 耐克 - 全球运动服装领导者，在全球运动鞋和服装市场份额最大，品牌知名度高 [4] 露露乐蒙 - 在全球运动服装市场地位不断加强，以瑜伽风格产品吸引忠实客户，正拓展核心品类之外业务 [1][9] 公司面临挑战 耐克 - 面临近期运营和关税相关挑战，消费者支出模式变化、盈利疲软和关税不确定性带来不利影响 [2][5] 露露乐蒙 - 面临消费者支出模式变化、盈利疲软和关税不确定性等挑战 [2] 公司发展战略 耐克 - 执行“立即取胜”战略，重建批发伙伴关系、减少对旧系列依赖、清理库存渠道和加速创新 [5] - 重新投资核心业务，加快产品推出、拓展新性能类别、开展营销活动，重塑市场 [6] - 采用“快速通道”产品开发模式，预计2025财年下半年推出新产品 [7] - 调整数字业务，减少对付费营销流量依赖，打造更平衡、有韧性和高端的品牌 [8] 露露乐蒙 - 以创新驱动产品战略，推出新产品系列，扩大标志性产品线，引入新面料 [9] - 通过社区活动、大使合作和独特营销活动提升全球品牌知名度，吸引未充分渗透市场的客户 [10] - 计划2025财年净销售额达111.5 - 113亿美元，同比增长7 - 8%，开设40 - 45家门店，扩大国际市场 [11] 公司业绩预测 耐克 - Zacks共识估计2025财年销售额和每股收益同比分别下降10.7%和45.6%，过去30天每股收益估计上调4.9% [12] 露露乐蒙 - Zacks共识估计2025财年销售额和每股收益同比分别增长6.2%和3.1%，过去30天每股收益估计下降1.8% [13] 公司股价表现与估值 耐克 - 年初至今股价下跌21.7%，远期市盈率为29.82倍，高于过去三年中位数26.83倍 [14][15] 露露乐蒙 - 年初至今股价下跌28.4%，远期市盈率为17.91倍，低于过去三年中位数28.15倍，估值更便宜 [14][15][18]

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。 ...

文章核心观点 - 特朗普征收“对等关税”引发美国股市抛售，耐克受影响且本就在转型，虽短期面临关税等挑战，但长期投资者仍可乐观 [1][9] 公司现状 - 耐克过去五年股价下跌超36%，董事会请回埃利奥特·希尔领导转型 [3] - 耐克在奢侈品零售和鞋类市场份额被竞争对手夺走 [4] 转型策略 - 希尔计划将营销和品牌战略重新聚焦运动员，重建与批发买家关系，减少线上促销活动 [4] 关税影响 - 此前特朗普对中国加征约20%关税，耐克近期在中国销售额同比下降约17%，未达分析师预期 [6] - 上周特朗普对中国进口商品再加征34%关税，税率达54%，中国威胁报复，特朗普又表示若中方实施报复将再加征50%关税 [7] - 特朗普对越南进口商品征收46%关税，对印尼征收32%关税，耐克95%的鞋子在这三国生产 [8] 长期乐观因素 - 耐克品牌是全球最具标志性的品牌之一，竞争对手难以复制 [9] - 耐克新产品和创新受认可，与运动员合作的运动鞋及科比·布莱恩特系列产品受消费者欢迎 [10] - Foot Locker高管认为耐克已“重置”，预计与耐克合作的毛利率将恢复，支持耐克行动 [12]