NKE // Posts tagged as "NKE"
LULU’s Apparel Runway is Huge; Tougher Path in Fitness, Shoes
Research Question: Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? AAPL, ADDDF, GPS, HNNMY, LEVI, LULU, NKE, PTON, PUMSY, RL, TJX, TPR, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Lululemon Athletica Inc. (LULU) has ample room to […]
Deckers Progresses with Its DTC Initiative, But Its UGG Brand May Not Benefit (DECK)
Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]
Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)
Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]
Skechers’ Q1 Orders Slip at Major Buyer, But 2H17 Holds Promise (SKX)
Research Question: Will Skechers’ domestic wholesale business continue to be a drag, or will new products revive the brand in 2017? Companies: ADDYY, CAL, DKS, ETR:PUM, KRX:081660, KSS, NKE, SKX, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Skechers USA Inc. (SKX) is struggling to regain […]
UGG’s Classic II, Classic Slim, Men’s Lines Were on Trend and Drove Holiday Sales For Deckers (DECK)
Research Question: Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand? Companies: COLM, DECK, KORS, NKE, VFC, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG brand experienced strong holiday sales and returned to being on trend in […]
Hope for J.C. Penney’s Turnaround Not Extinguished by Subpar Q4 (JCP)
Research Question: Will J.C. Penney’s turnaround efforts regain momentum or stall in 2017? Companies: ADDYY, AMZN, BBY, BONT, COLM, DDS, GE, GPS, HD, HGG, IR, JCP, JWN, KRX:003555, KRX:005930/005935, KSS, LOW, M, NKE, RL, SHLD, TPX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Despite its uneven fourth-quarter performance, C. Penney […]
There Are Warning Signs That Skechers’ Momentum Is Waning
Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936 By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]
May Trends Tracker
Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf) Summary of Findings Coach has taken […]
Optimism Abounds That J.C. Penney’s Turnaround Is Real
Research Question: Are J.C. Penney’s new initiatives enough to lead it to sustainable success in 2016 and beyond? Companies: ADDYY, AMZN, APPCQ, BBBY, BME:ITX, CHS, COST, HBI, HD, JCP, KSS, LB, LOW, LVMUY, M, NKE, PSUNQ, PVH, RL, SHLD, SPCHA, SQBG, STO:HM-B, TGT, TYO:9983, W, WMT By: Seth Agulnick Click here to download the report […]
April Trends Tracker
Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]
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