Nike Inc. (NYSE:NKE) is one of the best stocks to buy according to Citadel LLC. On October 15, BTIG’s Consumer Retail analyst Robert Drbul initiated coverage of the company, assigning a Buy rating and a $100 price target. The analyst also named Nike as “Top Pick for 2026”, which indicates his strong confidence in the stock. BTIG’s Bullish Stance on Nike (NKE) Supported by Progress on Turnaround and Innovation Drive Photo by Paul Steuber on Unsplash Drbul was encouraged by Nike’s progress on its turnarou ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Despite the impacts of a stronger euro, Adidas reported record-high revenue of 6.6 billion euros ($7.6 billion at press time) in Q3, up 3% year over year. Ignoring the 300-million-euro impact from currency fluctuations, sales were up 8%, per the retailer. In the midst of a U.S. growth strategy, sales in North America fell 5% in the quarter, though they ...

道琼斯工业平均指数概况 - 指数由30只成分股组成 代表各自行业板块 [1] - 绝大多数成分股支付股息 许多拥有数十年持续增加股息的历史 [2] 家得宝投资分析 - 公司是家居装修行业巨头 近期股价和盈利在过去四年间基本没有增长 [4] - 业务高度依赖房地产市场 当前受高抵押贷款利率、住房可负担性差、成屋销售低迷等因素拖累 [6] - 为应对行业放缓 公司积极扩张门店网络 并以182.5亿美元收购专注于承包商（特别是屋顶产品）的SRS Distribution公司 [7] - 相比同行劳氏 公司拥有更大的门店覆盖、客户群和投资资本回报率 [8] - 公司通过持续增长的股息向股东返现 尽管最近一次股息增幅是15年来最低 [8] - 当前股息收益率为2.4% 估值合理 被视为参与住宅建设、消费者支出和房地产市场最终复苏的长期投资选择 [9] - 当前股价为377.47美元 市值3760亿美元 当日交易量14.2万手 平均交易量340万手 [10][11] 耐克投资分析 - 公司已从高增长股票转变为被低估的价值股 股息连续23年增长 但过去五年股价下跌约46% 推动其股息收益率升至2.3% [11] - 作为面向消费者的 discretionary 公司 受到消费者支出放缓和高生活成本的严重冲击 [12] - 面临来自新品牌（如Deckers Outdoor旗下的Hoka和On Holdings）的竞争压力 争夺其市场份额 特别是在跑步领域 [13] - 近期业绩改善迹象有限 营收增长停滞 利润率承压 公司正致力于削减成本和提高盈利能力 [14] - 投资者需关注其在中国市场的销售复苏情况、产品创新承诺的兑现、批发与直接面向消费者销售的平衡以及成本管理 [16] - 公司存在过度承诺而交付不足的问题 但长期投资者可能将其作为平衡科技股重仓投资组合的非科技股选择 [17] - 当前股价为65.35美元 市值970亿美元 当日交易量2.3万手 平均交易量1300万手 [15][16] 行业宏观背景 - 家得宝和耐克的疲软表现反映了当前经济中面向消费者的公司与B2B公司之间的分化 [18] - 消费者 discretionary 行业面临真实挑战 不应预期快速复苏 价值投资者可通过行业龙头公司布局该行业 [19]

BERLIN – Organic sales at Puma fell 10.4 percent in the third quarter to 1.96 billion euros. The German activewear firm blamed a strategic “reset” as it navigates “several company-specific challenges, including muted brand momentum, elevated inventory levels across the trade and low quality of distribution,” it said in a statement. More from WWD Measures taken so far included reducing undesired wholesale business and excess inventory at retail, as well as curbing promotional activity. All of these impacte ...

Earnings Per Share (EPS) of $1.03, surpassing the estimated $0.90.Gross margin improved to 40.2%, indicating better cost management.Strong liquidity with a current ratio of 2.76.Rocky Brands, Inc. (NASDAQ:RCKY) is renowned for its high-quality footwear and apparel products. On October 28, 2025, RCKY reported an EPS of $1.03, exceeding the analysts' expectations of $0.90. The company generated revenue of $122.5 million, slightly below the forecasted $122.915 million. Despite this minor shortfall, Rocky Brand ...

Revenue was 12% higher on year, the highest the group has ever achieved in a quarter, Chief Executive Bjoern Gulden said. ...

分析师评级与目标价 - BTIG首次覆盖公司并给予买入评级 目标价设定为100美元 [1] - 公司被BTIG选为2026年的首选标的 [1] 财务业绩预测 - 预计公司2026财年每股收益EPS为1.70美元 2027财年EPS为2.75美元 [2] - 研究机构对公司长期运营利润率恢复至12%以上充满信心 [2] - 预计随着复苏持续 公司2028财年EPS可能达到约3.50美元 [2] 公司业务概况 - 公司是一家美国跨国企业 设计、制造和销售运动鞋服、装备及配件 [3] - 公司旗下品牌包括Nike、Converse和Jordan [3]

Puma is reorganizing its direct-to-consumer business. On Thursday, the German athletic company named Ronald Reijmers as vice president of global retail starting Nov. 1, a position in which he will oversee the development of the company’s full-price and outlet stores across the world. He will report to chief commercial officer Matthias Bäumer. More from WWD The move comes as Puma evolves its organizational set-up by splitting its DTC business into two dedicated global retail and global e-commerce focus ar ...

股价表现与市场反应 - 股价在周五交易中下跌近14% 自2025年初以来市值已损失过半 [1] - 股价暴跌的主要原因是公司发布了弱于预期的业绩展望 [1] 财务业绩与展望 - 公司预计全年销售额约为53.5亿美元 低于Visible Alpha调查的分析师共识预期 [2] - 第二财季每股收益为1.82美元 营收同比增长9.1%至14.3亿美元 均超出分析师预期 [5] - 当季业绩强劲主要由Ugg和Hoka品牌推动 Ugg销售额增长10.1%至7.596亿美元 Hoka销售额增长11.1%至6.341亿美元 [5] - 其他品牌销售额下降26.5%至5720万美元 [5] - 当前季度展望未达到Visible Alpha汇编的分析师预估 [6] 管理层评论与战略 - 管理层预计美国消费者将更加谨慎 因关税和价格上涨的全面影响将显现 [3] - 关税带来的不利因素可能通过公司的缓解策略部分抵消 这些策略可能包括促销活动以吸引购物者 [3] 行业与宏观影响 - 高关税可能导致公司鞋类和服装产品价格上涨 公司面临利润率压力 [4] - 消费者在面对更高价格时可能减少支出 这对更广泛的消费者支出是一个令人担忧的信号 [4]

Adidas chief executive officer Bjørn Gulden touted the company’s highest quarter ever in terms of total revenue in its latest preliminary results on Tuesday. In the third quarter of 2025, revenues reached 6.63 billion euros, up from 6.45 billion euros the same time last year. The German athletic company noted that currency-neutral revenues for the Adidas brand increased 12 percent in Q3, driven by broad-based double-digit growth across markets, product divisions, categories and channels. More from WWD “I ...