Nike Analysts Temper Expectations Ahead of 3Q Results -- Market Talk

Dow Jones03-24 02:44

1444 ET - Deutsche Bank analysts say they're paring back expectations for quarterly results from Nike amid lingering concerns. Investors are worried that Nike could be facing structural demand issues in China and at its Converse brand, and that the company's wholesale channel is driving an outsized portion of its resurgence, the analysts say. "Our intraquarter checks largely corroborate these arguments," and show that trends in Europe have deteriorated, the analysts say. Newer running products, like the Vomero Plus, are also increasingly showing up in off-price stores, they say. "Taken together, these indicators temper our expectations for a robust update from NKE," they say, particularly given the company's recent disclosure of a $300 million restructuring charge that will be mostly recognized in the fiscal third quarter. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 14:44 ET (18:44 GMT)

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Newer running products, like the Vomero Plus, are also increasingly showing up in off-price stores, they say. \"Taken together, these indicators temper our expectations for a robust update from NKE,\" they say, particularly given the company's recent disclosure of a $300 million restructuring charge that will be mostly recognized in the fiscal third quarter. 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Investors are worried that Nike could be facing structural demand issues in China and at its Converse brand, and that the company's wholesale channel is driving an outsized portion of its resurgence, the analysts say. \"Our intraquarter checks largely corroborate these arguments,\" and show that trends in Europe have deteriorated, the analysts say. Newer running products, like the Vomero Plus, are also increasingly showing up in off-price stores, they say. \"Taken together, these indicators temper our expectations for a robust update from NKE,\" they say, particularly given the company's recent disclosure of a $300 million restructuring charge that will be mostly recognized in the fiscal third quarter. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 23, 2026 14:44 ET (18:44 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0029864427.USD","symbol_name":"TEMPLETON GLOBAL \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621952086","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621952086","pubTimestamp":1774291440,"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":"1444 ET - Deutsche Bank analysts say they're paring back expectations for quarterly results from Nike amid lingering concerns. 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Investors are worried that Nike could be facing structural demand issues in China and at its Converse brand, and that the company's wholesale channel is driving an outsized portion of its resurgence, the analysts say. \"Our intraquarter checks largely corroborate these arguments,\" and show that trends in Europe have deteriorated, the analysts say. Newer running products, like the Vomero Plus, are also increasingly showing up in off-price stores, they say. \"Taken together, these indicators temper our expectations for a robust update from NKE,\" they say, particularly given the company's recent disclosure of a $300 million restructuring charge that will be mostly recognized in the fiscal third quarter. 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