Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

Impact · against what's priced in

NKE is negative as the guidance cut reveals a deeper revenue decline than the 'near-term revenue stall' previously priced in. The shift from a low-single digit expected decline to a 'high-single digit' decline pushes the recovery timeline further out, challenging the current price floor.

NKE−0.70: Challenges what's priced in
The price assumes: A near-term revenue stall, with FY2026 growth of just 0.2% fully baked into the price.
The price had baked in a stall (0.2%), but Nike's new forecast of a 'high-single digit' decline is significantly worse than the 'low-single digit' decline analysts expected, indicating the stall has turned into a structural slide.
What NKE's price assumes · Sep 11

Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

china▲38%
earnings▲12%
guidance
retail
NKE
apparel
emea
profit warning

Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

What matters in this story

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

What matters in this story

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

How each ticker is affected

Track these names every morning.

UnitedHealth: Q3 Confirms The Bull Case

Chemours Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against The Chemours Company - CC

Taiwan Semiconductor Posts Record Q3 Results: Time to Buy the Dip?

Freshpet (FRPT) Registers a Bigger Fall Than the Market: Important Facts to Note

Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

What matters in this story

Next reads from the same story arc

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

Nike Says Business Will Get Worse Before It Gets Better. The Stock Is Sliding

What matters in this story

Next reads from the same story arc

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

How each ticker is affected

Track these names every morning.

UnitedHealth: Q3 Confirms The Bull Case

Chemours Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against The Chemours Company - CC

Taiwan Semiconductor Posts Record Q3 Results: Time to Buy the Dip?

Freshpet (FRPT) Registers a Bigger Fall Than the Market: Important Facts to Note