$Nike(NKE)$ Is the panic in Nikejustified? šØ
The data confirms a "Severe Negative Transition."
We are witnessing a "Failed Handoff" where cost cuts are being overwhelmed by structural headwinds:
š Revenue: -10% Contraction
š¢ Tariffs: New $1.5B annualized hit
š» Margins: Decoupling from demand (40.6%)
The DTC pivot didn't just stall; it triggered a survival reset.

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