Nike's Second-Half Prospects Can Get Better as Worst is Behind it -- Market Talk

Dow Jones

2025/06/28

1439 ET - The worst is behind Nike, BofA Securities says in a research note. Nike's message was clear that 4Q marked the worst sales and margin pressure from its turnaround strategy, analysts say. They note that gross margin guidance for 1Q will include some headwinds, but they forecast the metric to improve in 2Q and it to be flat in 2H. "While product/channel mix headwinds will remain in 2H, we see upside potential to our estimates as Nike laps significant promos in both DTC and wholesale with new innovation," the analysts say. Nike surges 15% to $71.77, and is currently the best performer in the S&P 500. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

June 27, 2025 14:39 ET (18:39 GMT)

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Nike's message was clear that 4Q marked the worst sales and margin pressure from its turnaround strategy, analysts say. They note that gross margin guidance for 1Q will include some headwinds, but they forecast the metric to improve in 2Q and it to be flat in 2H. \"While product/channel mix headwinds will remain in 2H, we see upside potential to our estimates as Nike laps significant promos in both DTC and wholesale with new innovation,\" the analysts say. Nike surges 15% to $71.77, and is currently the best performer in the S&amp;P 500. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 27, 2025 14:39 ET (18:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike's Second-Half Prospects Can Get Better as Worst is Behind it -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike's Second-Half Prospects Can Get Better as Worst is Behind it -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-06-28 02:39</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1439 ET - The worst is behind Nike, BofA Securities says in a research note. Nike's message was clear that 4Q marked the worst sales and margin pressure from its turnaround strategy, analysts say. They note that gross margin guidance for 1Q will include some headwinds, but they forecast the metric to improve in 2Q and it to be flat in 2H. \"While product/channel mix headwinds will remain in 2H, we see upside potential to our estimates as Nike laps significant promos in both DTC and wholesale with new innovation,\" the analysts say. Nike surges 15% to $71.77, and is currently the best performer in the S&amp;P 500. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 27, 2025 14:39 ET (18:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1303367103.USD","symbol_name":"摩根大通多經理另類基金 A (acc)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546725456","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546725456","pubTimestamp":1751049540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1439 ET - The worst is behind Nike, BofA Securities says in a research note. Nike's message was clear that 4Q marked the worst sales and margin pressure from its turnaround strategy, analysts say. They note that gross margin guidance for 1Q will include some headwinds, but they forecast the metric to improve in 2Q and it to be flat in 2H. \"While product/channel mix headwinds will remain in 2H, we see upside potential to our estimates as Nike laps significant promos in both DTC and wholesale with new innovation,\" the analysts say. Nike surges 15% to $71.77, and is currently the best performer in the S&P 500. 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Nike's message was clear that 4Q marked the worst sales and margin pressure from its turnaround strategy, analysts say. They note that gross margin guidance for 1Q will include some headwinds, but they forecast the metric to improve in 2Q and it to be flat in 2H. \"While product/channel mix headwinds will remain in 2H, we see upside potential to our estimates as Nike laps significant promos in both DTC and wholesale with new innovation,\" the analysts say. Nike surges 15% to $71.77, and is currently the best performer in the S&P 500. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 27, 2025 14:39 ET (18:39 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}