There you have it. Nike lowers margin view on tariffs (despite huge tailwind from lapping discounting) & China (15% of sales) overwhelming upside from 85% of rest of world. BTW China also beat forecast this Q! Sandbagging expectations at its finest. 🙄 $NKE $ADDYY $DKS
October 1, 2025 at 12:19 PM
There you have it. Nike lowers margin view on tariffs (despite huge tailwind from lapping discounting) & China (15% of sales) overwhelming upside from 85% of rest of world. BTW China also beat forecast this Q! Sandbagging expectations at its finest. 🙄 $NKE $ADDYY $DKS
addy+ana save me,, save me addyy+ana,,,,,
August 16, 2025 at 6:16 AM
addy+ana save me,, save me addyy+ana,,,,,
With retail reporting largely complete, picture of healthy consumer with most improvement at lower end & apparel strength. But shows how much Nike troubles are dragging on sporting goods retail globally at time of relative plenty. #$NKE #$ADDYY #$DKS #$DG #$DLTR #$BBY #$WSM #$URBN #$ROST
August 27, 2026 at 12:57 PM
ADDYY sentiment dropped -5.0 points to -3.0/10 across 17 articles this week. Narrative friction is accelerating for Adidas, marking a sharp pivot into negative territory after recent editorial softness. It contrasts with the steady 3.0/10 floor seen in PUM.DE. assetfeel.com #markets
September 25, 2026 at 4:15 PM
ADDYY sentiment dropped -5.0 points to -3.0/10 across 17 articles this week. Narrative friction is accelerating for Adidas, marking a sharp pivot into negative territory after recent editorial softness. It contrasts with the steady 3.0/10 floor seen in PUM.DE. assetfeel.com #markets
When did you last hear a Nike CEO name call CEOs of top wholesalers being on board & having confidence in $NKE? Big vibe change - $NKE humbled & clearly needs them. $ADDYY $DKS $FL
December 19, 2024 at 10:23 PM
When did you last hear a Nike CEO name call CEOs of top wholesalers being on board & having confidence in $NKE? Big vibe change - $NKE humbled & clearly needs them. $ADDYY $DKS $FL
Nike still has a ways to go. Sales were better than expected & gross margin fell a huge 330bp in line with guide to clear stock. But inventory still only -2% & at 102 days, not especially lean. $NKE $ADDYY $FL $DKS $XLY
March 20, 2025 at 8:41 PM
Nike still has a ways to go. Sales were better than expected & gross margin fell a huge 330bp in line with guide to clear stock. But inventory still only -2% & at 102 days, not especially lean. $NKE $ADDYY $FL $DKS $XLY
ADDYY sentiment climbed +2.0 points to -4.0/10. Although still in negative territory, the upward tick indicates a slight easing of the heavy narrative drag that has defined the footwear sector lately. It mirrors the -4.0/10 floor currently seen in PUM.DE. assetfeel.com #markets
September 23, 2026 at 4:15 AM
ADDYY sentiment climbed +2.0 points to -4.0/10. Although still in negative territory, the upward tick indicates a slight easing of the heavy narrative drag that has defined the footwear sector lately. It mirrors the -4.0/10 floor currently seen in PUM.DE. assetfeel.com #markets
While Nike US woes are well known, problems run pretty deep worldwide. While US drive sales beat down 'only' 4%, Asia, Europe & Lat Am all fell between 10-17%. Profit ex US -36% vs US -21%. $NKE Europe margin 17.5% lowest since 2018. $ADDYY
Nike still has a ways to go. Sales were better than expected & gross margin fell a huge 330bp in line with guide to clear stock. But inventory still only -2% & at 102 days, not especially lean. $NKE $ADDYY $FL $DKS $XLY
March 20, 2025 at 8:55 PM
While Nike US woes are well known, problems run pretty deep worldwide. While US drive sales beat down 'only' 4%, Asia, Europe & Lat Am all fell between 10-17%. Profit ex US -36% vs US -21%. $NKE Europe margin 17.5% lowest since 2018. $ADDYY
whats the addyy????
June 19, 2026 at 4:04 AM
whats the addyy????
5/5
→ Jane Street: Quiet quant titan hauls in $20.5B — beating Wall Street banks like Citi and BofA.
#ADDYY #addisas #Gucci #GOLD #GoldPrice #TrumpTariffs #Trump
→ Jane Street: Quiet quant titan hauls in $20.5B — beating Wall Street banks like Citi and BofA.
#ADDYY #addisas #Gucci #GOLD #GoldPrice #TrumpTariffs #Trump
April 23, 2025 at 5:18 PM
5/5
→ Jane Street: Quiet quant titan hauls in $20.5B — beating Wall Street banks like Citi and BofA.
#ADDYY #addisas #Gucci #GOLD #GoldPrice #TrumpTariffs #Trump
→ Jane Street: Quiet quant titan hauls in $20.5B — beating Wall Street banks like Citi and BofA.
#ADDYY #addisas #Gucci #GOLD #GoldPrice #TrumpTariffs #Trump
HEHEHE THANKU ADDYY 🌈💖
November 26, 2025 at 7:17 PM
HEHEHE THANKU ADDYY 🌈💖
Some similarities between Dicks & Williams Sonoma. Customer loyalty/brands/product consistently deeply under-rated at both by sell-side. $DKS follows up great results at $WSM with strong performance. That despite woes at Nike, supposed to drag it down. $FL $NKE $ADDYY
August 28, 2025 at 11:40 AM
Some similarities between Dicks & Williams Sonoma. Customer loyalty/brands/product consistently deeply under-rated at both by sell-side. $DKS follows up great results at $WSM with strong performance. That despite woes at Nike, supposed to drag it down. $FL $NKE $ADDYY
Hats off to Hobart & team at Dicks. $DKS has found a way to differentiate selling branded stuff easily bought elsewhere. Singlehandedly teaching Nike a lesson in humility. Comp accelerated meaningfully on 3-year stack with strong margin. $DKS a standout in retail like $WSM. $NKE $FL $ADDYY
November 26, 2024 at 1:07 PM
Hats off to Hobart & team at Dicks. $DKS has found a way to differentiate selling branded stuff easily bought elsewhere. Singlehandedly teaching Nike a lesson in humility. Comp accelerated meaningfully on 3-year stack with strong margin. $DKS a standout in retail like $WSM. $NKE $FL $ADDYY
China one big mess for Nike this Q, but on the other hand major profit centers US & Europe did ok & margins ex-China now down further despite gross margin & adex pressure. Still, CEO & CFO will probably again shift point of max pain to next Q 🤷♂️ $NKE $ADDYY
December 18, 2025 at 10:06 PM
China one big mess for Nike this Q, but on the other hand major profit centers US & Europe did ok & margins ex-China now down further despite gross margin & adex pressure. Still, CEO & CFO will probably again shift point of max pain to next Q 🤷♂️ $NKE $ADDYY
$NKE margins not great but still better than forecast & at top end of (ridiculous) range. However, Nike brand sales flat/up everywhere bar China. Despite all their sandbagging hard to argue brand is in as deep a hole as it seemed to be in 12 months ago. $ADDYY $DKS
$NKE following same playbook every Q under Friend. Beat by a mile due to ridiculous guide & then give equally ridiculous guide way below consensus. Ground already laid in comments below despite a return to growth at both Nike brand & US. Not getting rewarded for it. 🙄
September 30, 2025 at 8:30 PM
$NKE margins not great but still better than forecast & at top end of (ridiculous) range. However, Nike brand sales flat/up everywhere bar China. Despite all their sandbagging hard to argue brand is in as deep a hole as it seemed to be in 12 months ago. $ADDYY $DKS
DGE.L sentiment fell -2.0 points to -6.0/10, marking a deep zone of narrative friction. This editorial drag is significantly heavier than the -4.0/10 floor currently weighing on ADDYY and PUM.DE. The data shows a persistent lack of narrative support for Diageo. assetfeel.com #markets
September 21, 2026 at 12:15 AM
DGE.L sentiment fell -2.0 points to -6.0/10, marking a deep zone of narrative friction. This editorial drag is significantly heavier than the -4.0/10 floor currently weighing on ADDYY and PUM.DE. The data shows a persistent lack of narrative support for Diageo. assetfeel.com #markets
Nike made progress on inventory down to 103 days not far off pre-Covid level. But it did come with gross margin down 300bp to 40.6%, lowest in past 6 years bar one really bad Q in the heart of Covid in 2020. And quality probably still not fully there. $NKE $DKS $ADDYY
China one big mess for Nike this Q, but on the other hand major profit centers US & Europe did ok & margins ex-China now down further despite gross margin & adex pressure. Still, CEO & CFO will probably again shift point of max pain to next Q 🤷♂️ $NKE $ADDYY
December 18, 2025 at 10:14 PM
Nike made progress on inventory down to 103 days not far off pre-Covid level. But it did come with gross margin down 300bp to 40.6%, lowest in past 6 years bar one really bad Q in the heart of Covid in 2020. And quality probably still not fully there. $NKE $DKS $ADDYY
Dicks Q shows what current 🤡 show is robbing from top performers. Comp terrific 6.4%, accelerating on 1/2/3 year stack. Gross margin up healthy. All despite Nike woes. 'Dynamic' macros = guide modestly below street. Can you blame $DKS? $NKE $ADDYY $XLF $XLY
March 11, 2025 at 12:49 PM
Dicks Q shows what current 🤡 show is robbing from top performers. Comp terrific 6.4%, accelerating on 1/2/3 year stack. Gross margin up healthy. All despite Nike woes. 'Dynamic' macros = guide modestly below street. Can you blame $DKS? $NKE $ADDYY $XLF $XLY
#NKE reports Q2 2025 earnings Thur, Dec 19, after close.
Raymond James: Market Perform rating, remain cautious. Inventory issues, higher promotions, margin pressure.
Outlook: EPS slightly below consensus; slow innovation scaling.
SG&A flat YoY; headwinds persist.
#Nike #Earnings #ADDYY #PUMA #LULU
Raymond James: Market Perform rating, remain cautious. Inventory issues, higher promotions, margin pressure.
Outlook: EPS slightly below consensus; slow innovation scaling.
SG&A flat YoY; headwinds persist.
#Nike #Earnings #ADDYY #PUMA #LULU
December 15, 2024 at 4:05 AM
Mary Dillon's $ULTA gold dust not working on Foot Locker. $FL clearly losing share vs Dicks, which seems way more differentiated in a tough tape for category. But note even with a challenged format like $FL, Nike is having to be more conciliatory. $NKE $ADDYY
December 4, 2024 at 1:01 PM
Mary Dillon's $ULTA gold dust not working on Foot Locker. $FL clearly losing share vs Dicks, which seems way more differentiated in a tough tape for category. But note even with a challenged format like $FL, Nike is having to be more conciliatory. $NKE $ADDYY
Dicks has gone from strength to strength, pulling away from suppliers like #$NKE & peers like JD. And this upturn has been running for a while. Notable that #$DKS seeing strength across all income cohorts confirming what #$V & others have been saying. #$DLTR #$WMT #$ADDYY #$XLY #$XLF
May 28, 2026 at 3:45 PM
One of the biggest markers of this Nike reset is balance of power shifting back to select wholesale partners. Nike own retail -10% vs wholesale -4%. And we know Dicks, for example, was a lot better than that. $NKE $DKS $ADDYY $FL
March 20, 2025 at 8:35 PM
One of the biggest markers of this Nike reset is balance of power shifting back to select wholesale partners. Nike own retail -10% vs wholesale -4%. And we know Dicks, for example, was a lot better than that. $NKE $DKS $ADDYY $FL
$DKS latest to point to consumer 💪. Comp +6%, 2X prior Q on traffic and ticket. Footlocker finally grew sales & turned profit. Disappointing to see Dicks margin -100bp on bumper comp but $DKS raising EBIT guide - eps guide only held on tax. $NKE $ADDYY $XLY $XLF $WSM $TJX $ROST
May 27, 2026 at 11:53 AM
$DKS latest to point to consumer 💪. Comp +6%, 2X prior Q on traffic and ticket. Footlocker finally grew sales & turned profit. Disappointing to see Dicks margin -100bp on bumper comp but $DKS raising EBIT guide - eps guide only held on tax. $NKE $ADDYY $XLY $XLF $WSM $TJX $ROST
Nike Direct -4% vs -14% in prior Q while wholesale had even bigger positive 14 point swing to +5%. Clearly this $NKE recovery will have $DKS etc playing much bigger role. Inventory also ok. Now onto call where management will once again set bar very very low 🙄 $ADDYY
Nike apparel flat vs -12% in prior Q. Sneakers -2% vs -9% in prior Q, including China improvement. Despite tariff hit, US margin up sequentially & steady for past 9 months. In Europe, Asia & China margin improved 300-700bp. In each region $NKE margin c400bp below peak.
$NKE margins not great but still better than forecast & at top end of (ridiculous) range. However, Nike brand sales flat/up everywhere bar China. Despite all their sandbagging hard to argue brand is in as deep a hole as it seemed to be in 12 months ago. $ADDYY $DKS
September 30, 2025 at 9:00 PM
Nike Direct -4% vs -14% in prior Q while wholesale had even bigger positive 14 point swing to +5%. Clearly this $NKE recovery will have $DKS etc playing much bigger role. Inventory also ok. Now onto call where management will once again set bar very very low 🙄 $ADDYY