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Nike recently signed a 12-year deal with the NBA, WNBA, and NBA G League. AdvertisementNike is deepening its partnerships with the NBA and WNBA as basketball explodes in popularity in 2024. That's good news for the company as it tries to get back to its sports roots and reinvigorate sales — and as women's basketball becomes increasingly popular. The sportswear giant announced in October that it signed a 12-year agreement with the NBA, WNBA, and NBA G League to be the exclusive uniform and apparel provider for each league. While Nike started as a running brand, its business has historically been linked with basketball after a 1984 collaboration with Michael Jordan.
Persons: Rachel Wolff, , John Donahoe, Elliott Hill, Michael Jordan, Jordan Brand, Hill, Sue Bird, Kevin Durant, Jayson Tatum, Nike execs, Adam Silver, Nike It's, Goldman Sachs, Nike's, Caitlin Clark, Simeon Siegel, Siegel, Nike, execs, EMARKETER's Wolff, Wolff Organizations: Nike, NBA, WNBA, NBA G League, Service, Paris Olympics, NCAA, Nielsen, ESPN, G League, Adidas, Bloomberg, Business, Street, BMO Capital Markets, BI, BMO Locations: California, Portland , Oregon, Toronto, EMARKETER
China's luxury slump is spreading to more consumer brands. Companies like Starbucks, Estée Lauder, and Nike have reported falling sales in the region. It's hitting Western brands particularly hard, as reflected by companies across the consumer sector reporting muted sales in China in the most recent quarter. Consumer spending in China never fully recovered after the government started lifting COVID-19 curbs in late 2022. AdvertisementAdidas managed to buck the trend, reporting sales up 9% in Greater China in the third quarter.
Persons: Estée Lauder, , China's, MingYii Lai, Brian Niccol, L'Oréal, Lynn Song Organizations: Companies, Starbucks, Nike, Service, Burberry, Daxue Consulting, InBev, Carlsberg, Apple, Adidas, Heineken, Greater China, ING Locations: China, Beijing, Greater China, Greater
Tingshu Wang | ReutersFrom Apple to Starbucks , U.S. consumer brands are reporting yet another quarter of China sales declines. Apple last week reported Greater China sales fell slightly to $15.03 billion in the three months ended Sept. 28, down from $15.08 billion in the year-ago period. The quarterly sales decline reduced Apple's China revenue share to 15.8% of total net sales, down from 16.9% in the year-ago period. Low consumer confidenceU.S. sportswear giant Nike said that Greater China revenue for the quarter ended Aug. 31 fell by 4% year-on-year to $1.67 billion. In Europe, luxury giant LVMH also felt the drag from the China market.
Persons: Tingshu Wang, Tim Cook, Apple, Brian Niccol, Niccol, Matthew Friend, Jean, Jacques Guiony, Isaac Stone Fish, Cummins, Walt, Fish Organizations: Reuters, Apple, U.S, Starbucks, Nike, Carrier, Coca Cola, RTX Corporation, Honeywell, Walt Disney, Caterpillar Locations: Chengdu, Sichuan province, China, U.S, what's, Hong Kong, Macao, Taiwan, Greater China, Europe, Asia, Japan, COVID, Japan Asia
Adidas is getting back on track after Yeezy woes
  + stars: | 2024-10-30 | by ( Maria Noyen | ) www.businessinsider.com   time to read: +4 min
Adidas posted strong third-quarter growth. Operating profit jumped to 598 million euros ($646 million) from 409 million euros ($442 million) the year before. AdvertisementBjørn Gulden, who took over as Adidas CEO in 2023, said the Q3 numbers were evidence that Adidas is "moving in the right direction." Adidas stock dipped slightly on Wednesday but is up 20% since the start of the year, valuing the company at almost 40 billion euros ($43 billion). Related storiesOne of the reasons Adidas is finding success in the increasingly competitive athleisure and footwear industry is through the revival of retro styles such as the Adidas Samba, which was coronated the "It Shoe" of 2023.
Persons: Bjørn Gulden, , Ye, Bjørn, Alexander Hassenstein, Neil Saunders, Gulden, Matthew Quint, Quint Organizations: Adidas, Service, Kanye, Puma, Center, Global Brand Leadership, Columbia Business School, Nike Locations: China
Brett and Tiffany both kept their day jobs after appearing on 'Love Is Blind'Brett and Tiffany met and fell in love on "Love Is Blind" season 4. But the security of having full-time jobs — or at least one full-time job among two of them — has allowed them to be discerning. Influencing as a side-hustle has been lucrative for the 'Love Is Blind' coupleBrett and Tiffany during the "Love Is Blind" reunion. Juggling maintaining a public profile and working a full-time job can mean the Browns are sometimes spread a little thin. AdvertisementYears before 'Love Is Blind,' Brett made a career changeBrett on "Love Is Blind" season 4.
Persons: Brett Brown, Brown, , Tiffany Pennywell, Brett, Tiffany, I'm, there's, Netflix Brett, they've, Monty Brinton, he'll, Brett hadn't Organizations: Nike, Service, Netflix, Browns, Amazon, Business Locations: Seattle, Portland, New Hampshire, Kohan
The NBA logo is seen outside an NBA store in New York on July 8, 2024. Under the terms of the deal, Nike will be the leagues' global outfitting, merchandising, marketing and content partner until 2037. As the largest athletic apparel company in the world, Nike has long been a favorite among professional sports leagues and their athletes. Despite Nike's recent stumbles, the NBA told CNBC it has no concerns about continuing its partnership with the apparel company. Nike has not faced significant criticism for its basketball uniforms.
Persons: Elliott Hill, Sal LaRocca, They've, LaRocca, you'll, LeBron James, Kevin Durant, Caitlin Clark, Sabrina Ionescu Organizations: NBA, Nike, National Basketball Association, National Football League, Major League Baseball, CNBC, MLB, ESPN, WNBA Locations: New York
CNBC's Jim Cramer on Thursday gave investors his stamp of approval to buy some shares of Nike , but he warned that such an investment is tricky. "You've got my blessing to put on a small position — only small — because if Nike really can turn itself around, the stock will take off long before the financials do," he said. "You need to get ahead of that, but it's a risky call, so I suggest building your position gradually over time." Nike is also somewhat hostage to the consumer environment in the U.S. and abroad Cramer said. And while he admitted he'd like more definitive proof of a Nike turnaround, Cramer noted that by the time that happens, it may be too late to get in to the stock.
Persons: CNBC's Jim Cramer, You've, Elliott Hill, John Donahoe, Cramer, Donahue Organizations: Nike Locations: U.S
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNike's new CEO Elliott Hill knows the core business back to front, says Jim Cramer'Mad Money' host Jim Cramer looks at what Nike's new CEO means for the company's future.
Persons: Elliott Hill, Jim Cramer
Jim Cramer on what Nike would need for a comeback
  + stars: | 2024-10-17 | by ( Jim Cramer | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer on what Nike would need for a comeback'Mad Money' host Jim Cramer looks at what Nike's new CEO means for the company's future.
Persons: Jim Cramer Organizations: Nike
Nike veteran Elliott Hill started as the new CEO on Monday. Hill, a Nike veteran who retired in 2020, is tasked with getting the sneaker and apparel giant back on track. Related storiesThree decades with Nike — and now, a new chapterHill joined Nike in 1988 as an apparel sales representative intern, according to his LinkedIn profile. AdvertisementIndeed, Hill's long history at Nike is a contrast with his predecessor, John Donahoe, who joined the company as CEO in 2020. He will serve as president and CEO and hold a director position on Nike's board.
Persons: Elliott Hill, Hill, Nike, , He'll, Louise Deglise, he's, Thomas Roulet, John Donahoe, Donahoe, Matthew Friend Organizations: Nike, Service, Air Force, Air, Favre, GlobalData, Bloomberg, Nike —, University of Cambridge's Judge Business School, eBay
'Just don't buy it': Jefferies' Randy Konik on Nike
  + stars: | 2024-10-14 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Just don't buy it': Jefferies' Randy Konik on NikeRandy Konik, Jefferies managing director, joins CNBC's 'Money Movers' to discuss expectations for Nike's new CEO, what should Wall Street make of the transition, and more.
Persons: Jefferies, Randy Konik, Nike Randy Konik Organizations: Nike
In today's big story, the stock market has officially enjoyed a bull rally for over two years. The big storyBullish on the bull marketNoam Galai/Getty ImagesHappy belated birthday to the stock market's bull rally! Stock market experts who spoke with Business Insider's Matthew Fox don't see things slowing down anytime soon . In fact, the average bull market lasts longer than five years, so we might not even be halfway to the finish line. The actual stock market is healthier, too, as it's no longer reliant on the Magnificent Seven's performance.
Persons: , Noam Galai, Insider's Matthew Fox, Chelsea Jia Feng, we've, Alex Brandon, Jamie Dimon, Ken Griffin, he's, Republican megadonor hasn't, BlackRock, Jett Lara, Augustus Doricko, Doricko, Roblox, Natalie Ammari, Inflation's, Z's, It's Elliott Hill's, Hill, It's, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, Milan Sehmbi, Amanda Yen Organizations: Business, Service, Nasdaq, Dow Jones, Stock, Insider's, JPMorgan, Republican, Citadel, Wall, Menlo Ventures, Nike, Columbus, District of Columbia Locations: Chelsea, Ukraine, El Segundo , California, a16z, New York, it's, Italian American, London
Nagel: This is the step in the right direction for Nike.
  + stars: | 2024-10-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNagel: This is the step in the right direction for Nike. Brian Nagel, Senior Analyst at Oppenheimer & Co., discusses Elliott Hill's appointment as Nike's CEO. He believes this change signals a 'back to basics' strategy focused on product innovation and rebuilding relationships with wholesale partners.
Persons: Email Nagel, Brian Nagel, Elliott Hill's Organizations: Nike, Oppenheimer, Co
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNike's new CEO can heal relationship with retailers and customers, says BMO's Simeon SiegelSimeon Siegel, BMO Capital Markets senior retail analyst, joins CNBC to discuss why he has a buy reading on Nike, how long a turnaround for the company could take, and more.
Persons: BMO's Simeon Siegel Simeon Siegel Organizations: BMO Capital Markets, CNBC, Nike
Skims CEO Jens Grede compared the Kim Kardashian-fronted brand's successes to Nike in the 1990s. Grede told the FT that, like Nike, Skims "exists at the intersection of culture and commerce." According to Jens Grede, the CEO of Kim Kardashian's shapewear brand, Skims' hero is Nike — though, to be clear, not the Nike of today. AdvertisementKim Kardashian (L), Jens Grede (C), and Emma Grede (R) pose with the Amazon Innovation Award during the 2022 CFDA Fashion Awards. Kim Kardashian describes herself as the face of the Skims brand.
Persons: Jens Grede, Kim Kardashian, Grede, , Kim Kardashian's, Skims, Emma Grede, Kardashian, Jens, Jenner, Khloé Kardashian's, Kylie Jenner's, Dimitrios Kambouris, Isabelle Aleksander, Michael Jordan, Tiger Woods, Roger Federer, Aleksander, Matthew Quint, Kim, Quint, Jamie McCarthy, Spike Lee, Andre Agassi, Pete Sampras Organizations: Nike, Brand, Service, Financial Times, Skims, Amazon, JDO, Team USA, NBA, WNBA, USA, Center, Global Brand Leadership, Columbia Business School, Star, Kim Locations: Nike —, Skims
Delta Air Lines – Shares fell nearly 5% after the airliner provided disappointing fourth-quarter revenue guidance . Delta anticipates revenue will rise between 2% and 4% from a year earlier, less than the 4.1% estimate, per LSEG. CVS Health – Shares of the pharmacy chain added 1.9% on the back on an upgrade to overweight from equal weight by Barclays. Specifically, the investment firm noted that the brand's share of mentions as a favorite is about 35% more than its overall market share. PayPal – The payments company fell 1.7% after Bernstein downgraded the stock to market perform from outperform.
Persons: Serge Saxonov, there's, Piper Sandler, Tesla, Bernstein, , Alex Harring, Jesse Pound, Sarah Min, Pia Singh, Michelle Fox Theobald Organizations: Delta Air Lines, CVS, Barclays, GXO Logistics, Bloomberg, Logistics, Nike –, RBC Capital Markets, American, Group, JPMorgan, PayPal Locations: Americas
Brian Niccol and Elliott Hill are taking over Starbucks and Nike , respectively, just as a key market that weighed on their predecessors gets a boost. As China's economic stimulus takes shape, it could end up helping these global brands. Nike and Starbucks in China While the exact plans for Niccol and Hill are still unclear, the Chinese market seems like it will be an area of focus. At Starbucks, the company's leadership team in China has already been reshuffled since Niccol took over in September. Still, a rebound for China's consumer won't necessarily boost sales for Starbucks and Nike without better execution.
Persons: Brian Niccol, Elliott Hill, Hartmut Issel, Niccol, Matthew Friend, Hill, Chen Luo, Ellen Hazen, . Putnam, Hazen, Eric Clark, I'd, it's, Clark, America's Luo, — CNBC's Michael Bloom Organizations: Starbucks, Nike, Bank of America — Nike, UBS, Bank of America, CNBC, Brands, Bank, America's Locations: China, United States, Niccol, .
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGuggenheim’s Bob Drbul on Nike Q1 results: Still a very tough task at hand for new CEO Elliott HillBob Drbul, Guggenheim Securities equity research analyst, joins 'Squawk Box' to discuss Nike's quarterly earnings results, the challenges facing incoming CEO Elliott Hill, and more.
Persons: Bob Drbul, Elliott Hill Bob Drbul, Elliott Hill Organizations: Nike, Guggenheim Securities
UK's JD Sports shrugs off Nike woes with multi-brand approach
  + stars: | 2024-10-02 | by ( ) www.cnbc.com   time to read: +2 min
(photo by John Keeble/Getty Images)British sportswear retailer JD Sports Fashion is confident it will meet annual profit forecasts after its multi-brand strategy boosted half-year results even as Nike, which accounts for 45% of its sales, struggles. Nike on Tuesday posted disappointing quarterly sales growth and warned its holiday season would likely be filled with discounts. Worries over Nike hit shares in JD Sports in early deals. In the 26 weeks to Aug. 3, JD posted adjusted pretax profit of 405.6 million pounds ($538.8 million), beating analysts' expectations of 384 million pounds. For the full financial year, JD reiterated its guidance for profit of between 955 million pounds and 1.035 billion pounds, up from 917.2 million pounds in 2023/24.
Persons: John Keeble, Nike's underperformance, Regis Schultz, Elliott Hill, JD Organizations: Sports, Oxford Street, Getty, JD, Nike, Adidas, JD Sports Locations: ENGLAND, London, England, British, HOKA, Britain, Europe, United States
It also raised its price target to $210 from $187, suggesting shares could rise more than 17% from Tuesday's close. He maintained his $2,400 price target, which implies 16.2% upside potential from Tuesday's close. Bank of America's Lorraine Hutchinson reiterated her buy rating while trimming her price target to $100 from $104. Deutsche Bank analyst Krisztina Katai also maintained her buy rating and inched down her price target by $3 to $92. He also lowered his price target on shares to $40 from $42, implying upside of just 5.2% over the next 12 months.
Persons: Baird, Davidson, Raymond James, Pavel Molchanov, Molchanov, — Hakyung Kim, FANG, Betty Jiang, Jiang, Diamondback, John Pancari, Pancari, Marcelo Santos, Santos, LatAm, Santo, Elliott Hill, Bank of America's Lorraine Hutchinson, Hutchinson, Krisztina Katai, Katai, Matthew Boss, Boss, Baird downgrades Harley, Craig Kennison, Harley, Kennison, Fred Imbert Organizations: CNBC, GE, General Electric, Barclays, Diamondback, Diamondback Energy, Endeavor, Endeavor Energy Resources, Management, T, T Bank, Federal Reserve, ISI, EA, JPMorgan downgrades, JPMorgan, MercadoLibre, Nike, Bank of, Deutsche Bank, Harley Locations: Tuesday's, Bank of America's, Hill
Nike's new CEO has a big uphill struggle ahead
  + stars: | 2024-10-01 | by ( Jordan Hart | ) www.businessinsider.com   time to read: +2 min
Elliott Hill is preparing to start as the CEO of Nike amid revenue decline and market challenges. Nike's Q1 fiscal 2025 earnings report shows a 10% revenue drop to $11.6 billion. AdvertisementNike's new CEO will have several challenges to overcome when he takes over in less than two weeks. Nike released its first-quarter fiscal 2025 earnings report on Tuesday, and revenue declined 10% from the previous year to $11.6 billion. Hill, who's scheduled to start as CEO on October 14, wasn't present for Tuesday's earnings call.
Persons: Elliott Hill, , wasn't, Hill's, Matthew Friend Organizations: Nike, Service, Force Locations: Maine, Texas
An employee carries shoe boxes at the Footlocker retail store in the Barton Creek Square Mall on August 28, 2024 in Austin, Texas. Nike will report quarterly earnings Tuesday as investors brace for another set of less-than-stellar results. The company announced in September that CEO John Donahoe would be stepping down. In September, Nike announced that Donahoe would be stepping down and would be replaced by company veteran Elliott Hill, who is scheduled to take the helm Oct. 14. The incoming CEO will need to power up Nike's innovation pipeline, reset its relationships with wholesalers and improve morale after a series of layoffs and a breakdown in culture.
Persons: John Donahoe, it's, Donahoe, Elliott Hill, Hill Organizations: Nike, Air Force, Air Jordan, Consumer Locations: Barton, Austin , Texas, U.S
Ultimately, the slow starts to August and September did not stand in the way of Wall Street recording a strong third quarter . Tech woes : The S & P 500 tech sector is having a rough day on several different fronts. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, There's, Elliott Hill, John Donahoe, Lamb Weston, we'll, Slim Jim, Hunt's, Orville Redenbacher's, We're, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Federal Reserve, Coterra Energy, Tech, Apple, Citigroup, HP Inc, CDW Corp, Citi, Samsung Electronics, Nvidia, Broadcom, Energy, Nike, Maine Foods, Labor, Jim Cramer's Charitable Locations: East, Iran, Israel, China
Hill, 60, was named Nike's new CEO on September 19. He has worked in the company since the late 80s, aside from the last four years, which he spent retired. From there, he moved up in the ranks about every two years on average, from management to director to vice president. Still, if you ask Rohan Verma, a San Francisco-based executive coach and former senior executive at LinkedIn, it's doable. General Motors' CEO Mary Barra, Walmart's CEO Doug McMillon and Costco's CEO Ron Vachris each moved their way up from entry-level positions, Verma points out.
Persons: It's, Elliott Hill, Hill, Rohan Verma, it's, he's, Verma, Mary Barra, Doug McMillon, Ron Vachris Organizations: Nike, LinkedIn, CNBC, General Motors Locations: San Francisco
Powers: Elliot Hill should be a huge upswing for Nike
  + stars: | 2024-10-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPowers: Elliot Hill should be a huge upswing for NikeMatt Powers, Managing Partner at Powers Advisory Group, is optimistic about Nike's new CEO, Elliot Hill, but advises waiting for the earnings report before increasing investments. He highlights Nike's global brand and potential growth in China.
Persons: Elliot Hill, Nike Matt Powers Organizations: Nike, Powers Advisory Locations: China
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