Episode Details

Nike’s latest earnings report hit a rough note—revenue dipped 1% to $11 billion, but after adjusting for currency, that’s a steeper 4% drop. EPS looked solid thanks to a one-time tariff refund boost, but future forecasts show continued decline, with Q1 revenue expected to fall low-to-mid single digits and EPS flat for the year. CEO Elliott Hill’s recent CFO shakeup comes amid mounting pressure from shifting consumer habits, tighter wallets, and fierce competition from On Holdings. Sales in China keep falling, while North America stalls—signaling deeper global struggles. Analysts are watching closely for signs of stabilization, but investors remain skeptical, demanding proof Nike’s turnaround is real.

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