Higher Tariffs and Production Costs: Is NIKE Ready to Adapt?

NKE faces $1.5B in tariff-driven costs, squeezing margins and profits as it ramps up efficiency moves to steady fiscal 2026 performance.

Zacks Investment Research • 13 hours ago

Top Stocks to Double Up on Right Now

Netflix stock is down while the business continues to fire on all cylinders. A lot of bad news is priced into Nike shares, even as the business is showing fundamental strength in core products.

The Motley Fool • 20 hours ago

Nike vs. On: Which Stock Is the Better Buy?

Nike missed some opportunities over the past few years, but it's still the leader in the industry -- by far. Up-and-coming rival On Holding is capturing market share and has many levers to pull to keep growing.

The Motley Fool • Feb 23, 2026

Nike, Target, and Home Depot Stocks Just Got a Massive Win From the Supreme Court. Here's What Investors Need to Know.

Nike experienced its biggest fiscal year of declining sales since 1987 last year. Target is paring back its international exposure, but it's still a big part of the business.

The Motley Fool • Feb 23, 2026

Nike: Just Buy It

Nike is initiated at "Buy," leveraging a rebounding U.S. market and management's targeted recovery actions. NKE's North America sales and footwear are showing renewed growth, while inventory and channel strategies support margin recovery. Gross margin headwinds from tariffs and China write-offs are expected to abate, positioning NKE for margin expansion in FY26.

Seeking Alpha • Feb 23, 2026

Stocks to watch as Trump's new tariffs spell more uncertainty

Tariff uncertainty is back after U.S. President Donald Trump announced a new 15% duty following a Supreme Court ruling that struck down his broader levies last week.

Reuters • Feb 23, 2026

NIKE vs. lululemon: Which Stock Offers Better Upside Potential?

In the global athleticwear arena, NIKE, Inc. NKE and lululemon athletica inc. LULU embody two distinct models of market leadership.

Zacks Investment Research • Feb 23, 2026

Nike Races to Capture the Outdoor Market

Bloomberg's Romaine Bostick speaks to Nike's CEO Elliott Hill and Chief Design Officer Martin Lotti about how the company is relaunching its outdoor performance brand - ACG. They speak exclusively in Milan, Italy.

Bloomberg Markets and Finance • Feb 20, 2026

Retailers could win big on a repeal of Trump's tariffs. Here's why the stocks aren't rising.

Target, Nike and Hasbro stand to be big beneficiaries as the SCOTUS ruling could lower costs, analysts say, but stocks of retail giants like Walmart and Costco fell.

Market Watch • Feb 20, 2026

Why New Balance's 'dad shoes' are beating Nike as sales surge 19%

New Balance sales grew 19% to $9.2 billion in 2025, as its growth beat the global sneaker market and heavyweights like Nike. CEO Joe Preston attributed New Balance's success to being focused on the consumer, regardless of how, where and when they want to shop.

CNBC • Feb 19, 2026