NIKE, Inc., together with its subsidiaries, engages in the design, development, marketing, and sale of athletic footwear, apparel, equipment, accessories, and services worldwide. The company provides athletic and casual footwear, apparel, and accessories under the NIKE, Jumpman, Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. It also sells a line of performance equipment and accessories comprising bags, sport balls, socks, eyewear, timepieces, digital devices, bats, gloves, protective equipment, and other equipment for sports activities under the NIKE brand; and various plastic products to other manufacturers. In addition, the company markets apparel with licensed college and professional team, and league logos, as well as sells sports apparel; licenses unaffiliated parties to manufacture and sell apparel, digital devices, and applications and other equipment for sports activities under NIKE-owned trademarks; and operates digital platforms, including fitness and activity apps; sport, fitness, and wellness content; and digital services and features in retail stores. It sells its products to footwear stores; sporting goods stores; athletic specialty stores; department stores; skate, tennis, and golf shops; and other retail accounts through NIKE-owned retail stores, digital platforms, independent distributors, licensees, and sales representatives. The company was founded in 1964 and is headquartered in Beaverton, Oregon.

Nike, Inc.

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Nike (Symbol: NKE), where a total of 97,378 contracts have traded so far, representing approximately 9.7 million underlying shares. That amounts to about 43.5% of NKE's average daily trading volume over the past month of 22.4 million shares. Particularly high volume was seen for the $80 strike call option expiring October 17, 2025, with 19,052 contracts trading so far today, representing approximately 1.9 million underlying shares of NKE. Below is a chart showing NKE's trailing twelve month trading history, with the $80 strike highlighted in orange:
Home Depot Inc (Symbol: HD) options are showing a volume of 16,805 contracts thus far today. That number of contracts represents approximately 1.7 million underlying shares, working out to a sizeable 43.4% of HD's average daily trading volume over the past month, of 3.9 million shares. Especially high volume was seen for the $375 strike call option expiring July 25, 2025, with 2,114 contracts trading so far today, representing approximately 211,400 underlying shares of HD. Below is a chart showing HD's trailing twelve month trading history, with the $375 strike highlighted in orange:
And MongoDB Inc (Symbol: MDB) saw options trading volume of 8,798 contracts, representing approximately 879,800 underlying shares or approximately 42.4% of MDB's average daily trading volume over the past month, of 2.1 million shares. Particularly high volume was seen for the $150 strike put option expiring August 15, 2025, with 514 contracts trading so far today, representing approximately 51,400 underlying shares of MDB. Below is a chart showing MDB's trailing twelve month trading history, with the $150 strike highlighted in orange:
For the various different available expirations for NKE options, HD options, or MDB options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Monday Option Activity: NKE, HD, MDB

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI USA Quality Factor ETF (Symbol: QUAL) where we have detected an approximate $128.8 million dollar outflow -- that's a 0.2% decrease week over week (from 288,500,000 to 287,800,000). Among the largest underlying components of QUAL, in trading today Costco Wholesale Corp (Symbol: COST) is up about 0.1%, Nike (Symbol: NKE) is up about 2.4%, and Chipotle Mexican Grill Inc (Symbol: CMG) is lower by about 0.7%. For a complete list of holdings, visit the QUAL Holdings page » The chart below shows the one year price performance of QUAL, versus its 200 day moving average:
Looking at the chart above, QUAL's low point in its 52 week range is $148.3401 per share, with $187.26 as the 52 week high point — that compares with a last trade of $182.82. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable ETF Outflow Detected - QUAL, COST, NKE, CMG

In early trading on Monday, shares of Verizon Communications topped the list of the day's best performing Dow Jones Industrial Average components, trading up 2.4%. Year to date, Verizon Communications registers a 4.6% gain.
And the worst performing Dow component thus far on the day is MMM, trading down 1.8%. MMM is showing a gain of 16.6% looking at the year to date performance.
Two other components making moves today are Travelers Companies, trading down 0.4%, and Nike, trading up 1.8% on the day.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dow Movers: MMM, VZ

NIKE Inc. NKE stock has shown a marked recovery in the past month, with shares rising as much as 19.3%. With this increase, the company’s shares have outpaced the broader Shoes and Retail Apparel industry and the Consumer Discretionary sector’s growth of 15.3% and 3.9%, respectively. Also, the NKE stock has outpaced the S&P 500’s growth of 4.8% in the same period.
This Beaverton, OR-based athletic shoes and apparel retailer’s share performance is notably stronger than its competitors lululemon athletica inc. LULU and adidas ADDYY, which have gained 1.8% and 3.9%, respectively, in the past month. NKE has also lagged Birkenstock Holding PLC’s BIRK decline of 4.7% in the same period.
NIKE’s 1-Month Price Performance
Image Source: Zacks Investment Research
At the current share price of $72.47, the NKE stock trades 38.6% above its 52-week low of $52.28. Meanwhile, the NKE stock trades 20% below its 52-week high of $90.62. NIKE trades above its 50 and 200-day moving averages, indicating a bullish sentiment.
NKE Stock Trades Above 50-Day & 200-Day Moving Averages
Image Source: Zacks Investment Research
What’s Behind NIKE Stock’s Momentum?
The NKE stock recently gained pace, thanks to the strategic reset under its “Win Now” initiative, which focuses on revitalizing the brand’s core strengths in sport, innovation and marketplace execution. Despite a challenging fourth-quarter fiscal 2025, management highlighted visible progress in reenergizing performance products, driving emotional storytelling around sports moments, and tightening operations around key franchises. These efforts have been restoring NIKE’s brand identity and improving sell-through rates, especially in the running and basketball segments.
A major part of this turnaround stems from NIKE’s aggressive push into sport-specific strategies. The company has reorganized into dedicated teams by sport, launched impactful campaigns around major events like the French Open and WNBA season, and introduced signature products such as A’ja Wilson’s A-ONE, which sold out in minutes. Wholesale partners are responding positively, and NIKE Direct is slowly regaining its premium positioning, particularly through sport-led product drops and experiences like the LA After Dark Run Series.
On the operational side, NIKE is managing down inventory, segmenting the marketplace more effectively, and expanding through partnerships. These moves, coupled with positive wholesale order books and innovation in the pipeline, signal a path toward sustainable recovery and reignited investor confidence.
Do NKE’s Estimate Revisions Reflect This Optimism?
The Zacks Consensus Estimate for NIKE’s fiscal 2026 and 2027 earnings per share (EPS) has declined 11.6% and 3%, respectively, in the past 30 days. The downward estimate revision trend is an indication of deeper trouble for the company despite positive order backlog and progress on growth strategies.
For fiscal 2026, the Zacks Consensus Estimate for NKE’s revenues and EPS implies 1.6% and 22.7% year-over-year declines, respectively. The consensus mark for fiscal 2027 revenues and EPS indicates 6.1% and 55% year-over-year growth, respectively. (See the Zacks Earnings Calendar to stay ahead of market-making news.)
Image Source: Zacks Investment Research
What is Driving Down NIKE’s Estimates?
The downward estimate revisions for NKE reflect more than just caution. The lowered estimates indicate persistent structural challenges that continue to weigh on near-term performance despite signs of operational progress.
While the company is gaining traction with its "Win Now" strategy and seeing green shoots in wholesale demand and performance product sell-through, fourth-quarter fiscal 2025 results painted a sobering picture. Revenues declined 12%, NIKE Digital was down 26%, and the gross margin fell 440 basis points (bps) due to higher discounts, channel mix shifts, and supply-chain deleverage.
A significant contributor to lowered expectations is the steep drop in NIKE’s legacy franchises, Air Force 1, Dunk and AJ1, which collectively created nearly a $1-billion revenue headwind in the fiscal fourth quarter. These declines are expected to persist through the first half of fiscal 2026. Compounding matters, NIKE faces new tariff-related cost pressures, with a projected $1-billion incremental impact and a 75-bps drag on the gross margin for fiscal 2026.
For the first quarter of fiscal 2026, NIKE expects revenues to decline in the mid-single digits and the gross margin to contract by 350-425 bps, indicating both tariff impacts (approximately 100 bps) and continued channel adjustments. SG&A is expected to grow, seeing a low-single-digit rate. These projections highlight that while long-term fundamentals may be stabilizing, near-term turbulence remains a reality.
Is NKE’s Premium Valuation Justified?
While NIKE remains fundamentally strong, backed by its decisive actions to reposition itself for sustainable and profitable long-term growth, its current forward 12-month price-to-earnings (P/E) multiple of 40.36X raises concerns about whether the stock's valuation is justified. This multiple is higher than the Zacks Shoes and Retail Apparel industry average of 29.34X and the S&P 500’s average of 22.71X, making the stock appear relatively expensive.
At 40.36X P/E, the Swoosh brand owner is trading at a much higher valuation than its competitors. Its competitors, such as lululemon, adidas and Birkenstock, are trading at more reasonable multiples. lululemon, adidas and Birkenstock have forward 12-month P/E ratios of 15.27X, 21.85X and 22.55X — all significantly lower than NIKE. At such levels, NKE’s valuation seems out of step with its growth trajectory, especially given the recent decline in its stock price.
The stock's elevated valuation reflects high investor expectations for growth. However, compared with the above-mentioned competitors, NIKE looks increasingly vulnerable in an environment wherein market participants are growing cautious about overpriced Consumer Discretionary stocks. NKE’s ability to meet or exceed these lofty expectations is crucial in justifying its premium pricing.
Image Source: Zacks Investment Research
Is NIKE a Wise Investment Now?
NKE remains a fundamentally solid player in the consumer discretionary space, with a world-class brand, deep athletic partnerships, and a clear strategic roadmap in place. Its recent stock rally reflects growing investor optimism around the company’s reset initiatives, including a renewed focus on sport-led innovation, tighter marketplace execution and stronger wholesale relationships. These efforts have helped reenergize product momentum and restore confidence in Nike’s long-term positioning.
However, despite this positive narrative, NIKE’s near-term outlook remains clouded by multiple headwinds. The company continues to work through legacy inventory challenges, digital channel softness and new tariff-related cost pressures, factors that contributed to a cautious first-quarter fiscal 2026 guidance and downward earnings revisions. While the company is taking deliberate steps to address these issues, the recovery is expected to be gradual and uneven.
Given this backdrop, NIKE’s premium valuation appears stretched, especially relative to its industry peers. Until the company delivers consistent top-line growth and margin stabilization, the stock may struggle to attract broader investor interest. For now, the Zacks Rank #4 (Sell) stock reflects a prudent stance, as the market awaits clearer signs of sustainable recovery to justify its elevated pricing.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NKE Rallies 19% in a Month: Time to Buy the Hype or Wait for Proof?

Below is Validea's guru fundamental report for NIKE INC (NKE). Of the 22 guru strategies we follow, NKE rates highest using our Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
NIKE INC (NKE) is a large-cap growth stock in the Footwear industry. The rating using this strategy is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of NIKE INC
More Information on Benjamin Graham
About Benjamin Graham: The late Benjamin Graham may be the oldest of the gurus we follow, but his impact on the investing world has lasted for decades after his death in 1976. Known as both the "Father of Value Investing" and the founder of the entire field of security analysis, Graham mentored several of history's greatest investors -- including Warren Buffett -- and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validea's gurus, John Neff. Graham built his fortune and reputation after living through some extremely difficult times, including both the Great Depression and his own family's financial woes following his father's death when Benjamin was a young man. His investment firm posted per annum returns of about 20 percent from 1936 to 1956, far outpacing the 12.2 percent average return for the market during that time.
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Harry Browne Permanent Portfolio
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for NKE - Benjamin Graham

As the U.S. athleisure market shows signs of maturity, lululemon athletica inc. LULU is betting big on category expansion to reinvigorate growth. Despite reporting just 1% comparable store sales (comps) growth and 2% U.S. revenue growth in first-quarter fiscal 2025, the brand continues to gain market share in premium activewear, buoyed by strong guest response to newness across both performance and lifestyle offerings.
Innovations like the No Line Align and new lines such as Daydrift and BeCalm are helping broaden its appeal beyond core staples, as the company emphasizes product newness and technical solutions across its five key activities — yoga, run, train, golf and tennis.
lululemon’s strategic evolution includes a focus on franchise development, evident in the success of limited-distribution launches now being scaled. The brand is also optimizing its merchandise mix by shifting away from seasonal colors to silhouettes that offer differentiated value. While traffic trends remain soft, particularly in U.S. stores, the company is chasing demand where it sees momentum, evidenced by rapid sellouts and strong online and in-store response to innovation-driven offerings.
Looking ahead, lululemon is not only relying on product variety but also strengthening its global footprint. Growth in China (up 22%) and the rest of the world (up 17%) reflects ample whitespace internationally. As consumer behavior in North America grows more selective, lululemon’s ability to innovate in underpenetrated categories and expand internationally may prove critical to escaping domestic saturation and sustaining long-term growth. The brand remains agile, adjusting inventory, pricing and assortment to keep pace with a shifting market landscape.
Are LULU’s Rivals Feeling the Heat in a Mature Athleisure Market?
As lululemon navigates slowing U.S. sales in a saturated athleisure market, investors are increasingly asking whether giants like NIKE Inc. NKE and Under Armour UAA are feeling similar pressure from shifting consumer demand and heightened competition.
NIKE’s athleisure business is feeling the strain of a maturing market, as the fourth-quarter fiscal 2025 results showed a sharp 12% revenue decline and a 26% drop in NIKE Digital, which houses much of its lifestyle and athleisure assortment. While NIKE is repositioning toward core sports and performance, its sportswear segment, where the overlap with lululemon is most apparent, has also declined. The company is now leaning into sport-led assortments to rebalance its portfolio and drive growth.
Under Armour is facing headwinds from a saturated athleisure market, particularly in North America, where fourth-quarter fiscal 2025 sales declined 10% and lifestyle categories underperformed. Management highlighted challenges in attracting style-focused consumers, a segment where lululemon excels. While UAA’s core remains performance-driven, its athleisure offerings in training and activewear directly overlap with lululemon. The brand is now focused on improving design relevance and tightening distribution to stay competitive in a crowded landscape.
The Zacks Rundown for LULU
lululemon’s shares have lost 40.9% year to date compared with the industry’s decline of 26.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, LULU trades at a forward price-to-earnings ratio of 15.04X, significantly higher than the industry’s 11.19X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for lululemon’s fiscal 2025 earnings implies a year-over-year decline of 1%, whereas the consensus mark for fiscal 2026 suggests growth of 8.3%. Earnings estimates for fiscal 2025 and 2026 have been southbound in the past 30 days.
Image Source: Zacks Investment Research
LULU currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can Category Expansion Help lululemon Escape Athleisure Saturation?

Below is Validea's guru fundamental report for NIKE INC (NKE). Of the 22 guru strategies we follow, NKE rates highest using our Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
NIKE INC (NKE) is a large-cap growth stock in the Footwear industry. The rating using this strategy is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of NIKE INC
More Information on Benjamin Graham
About Benjamin Graham: The late Benjamin Graham may be the oldest of the gurus we follow, but his impact on the investing world has lasted for decades after his death in 1976. Known as both the "Father of Value Investing" and the founder of the entire field of security analysis, Graham mentored several of history's greatest investors -- including Warren Buffett -- and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validea's gurus, John Neff. Graham built his fortune and reputation after living through some extremely difficult times, including both the Great Depression and his own family's financial woes following his father's death when Benjamin was a young man. His investment firm posted per annum returns of about 20 percent from 1936 to 1956, far outpacing the 12.2 percent average return for the market during that time.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NKE Factor-Based Stock Analysis - Benjamin Graham

Key Points
This top athletic apparel brand's discounted P/E could significantly undervalue its future growth.
This footwear maker is a proven long-term winner and looks oversold at a P/E of 16.
This streaming giant continues to boost engagement with a compelling advertising strategy, and revenue is increasing double digits.
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There are promising growth stocks trading at discounted valuations right now. Read on to learn why three Fool.com contributors believe Lululemon Athletica (NASDAQ: LULU), Deckers Outdoor (NYSE: DECK), and Roku (NASDAQ: ROKU) could be undervalued and due for a rebound.
A bargain in athleisure
John Ballard (Lululemon Athletica): Lululemon is an emerging mainstream brand in athletic apparel, with revenue growing at a 19% annualized rate over the last 10 years. But tariffs on imported goods and sales weakness across the apparel industry have weighed on the company's revenue performance and share price, providing investors a great opportunity to buy the stock on the cheap.
At the recent $235 share price, the stock had slid 54% from its previous high of $516 at the end of 2023. The stock is trading at just 16 times forward earnings estimates, which I believe greatly undervalues the brand's future growth.
Lululemon still has ample room to expand globally. Its trailing-12-month revenue of $10.8 billion pales in comparison to larger rivals like Nike and Adidas, which generate $72 billion in annual sales combined.
Moreover, Lululemon has been growing faster than its larger rivals over the last five years. Lululemon posted a 7% year-over-year increase in revenue in the most recent quarter, which shows strength relative to Nike's recent sales declines. While Adidas managed to grow sales 9% last quarter, it has struggled to keep pace with Lululemon's double-digit annualized growth in recent years.
While the stock price has been cut in half, search interest on Google for "Lululemon" has doubled since 2020. This divergence between growing brand interest and a lower valuation for the stock suggests that investors are significantly underestimating the long-term growth potential of Lululemon, especially in international markets.
Economic headwinds come and go. The stock has been very volatile this year, so investors who buy will have to expect the share price to hit new lows before recovering. But with the stock trading at such a conservative forward price-to-earnings multiple, investors could see a nice return on their investment over the next five years.
An oversold footwear champ
Jeremy Bowman (Deckers Outdoor): You might be surprised but Deckers, the footwear company that owns brands like Hoka and Ugg, has been one of the top-performing stocks on the market over its history, and is up 800% over the last decade.
However, the company has hit a rough patch lately, and the stock is off 52% from its peak at the beginning of the year. A combination of slowing growth, especially in the key Hoka brand; guidance calling for declining profits in the first quarter; a decision not to give full-year guidance due to uncertainty in the market; and pressure from tariffs have all caused the stock to spiral.
In its fiscal fourth-quarter report, its most recent one, the company said that tariffs would add $150 million to its cost of goods sold this year, a substantial headwind for a business set to bring in around $5 billion in revenue. It also sees earnings per share falling from $0.75 to between $0.62 and $0.67 in the first quarter.
There's no question that Deckers is facing short-term headwinds, made worse by the uncertainty around tariffs, but the company has a strong track record with developing brands and steadily growing them, and it's overcome earlier slowdowns at Ugg.
The company also has the potential to develop new brands over the longer term, and it still expects top-line growth, calling for 9% revenue growth in the first quarter and double-digit growth in Hoka for the full year.
At a price-to-earnings ratio of 16, Deckers looks oversold. If it can return to steady growth on the bottom line, the stock looks like a winner.
The ad-supported streaming model
Jennifer Saibil (Roku): Although Roku looked like it was poised for massive success when adoption accelerated under pandemic lockdown orders, the unfortunate aftermath has been slowing growth and heavy losses. It's been challenging for the company to smooth out the business and begin moving forward again, and the market lost patience with it quickly.
However, throughout the difficult time, the company has maintained its dominant position in ad-supported streaming and reported growth. It's pushed through, and the results are starting to pay off. In the 2025 first quarter, revenue increased 16% year over year, with strength in the platform segment. That's mostly the advertising business, its larger segment at 86% of the total.
The company has a clear and specific strategy to generate engagement with its own Roku channel, where much of the advertising magic happens, and it became the second-most watched channel in the U.S. on its network in the first quarter, with an 84% increase in viewing hours year over year.
Management has tweaked the user experience to boost Roku channel viewership, and its home screen content row has been the main entry point to the channel. It's using a powerful artificial intelligence strategy to provide content suggestions on the content row, and a third of households streamed from the content row in the first quarter, driving ad reach and subscription sign-ups.
Recently, Roku excited investors with the announcement of a partnership with Amazon. The two are collaborating to offer advertisers greater reach across the two platforms, and the AI-enabled network facilitates broad but accurate exposure, with more targeted viewers at the same budget.
Roku stock is 82% off its all-time highs, but it's up 40% over the past year. It's making its way back slowly, and now's a good time to get in on the ride.
Should you invest $1,000 in Lululemon Athletica Inc. right now?
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Jennifer Saibil has no position in any of the stocks mentioned. Jeremy Bowman has positions in Amazon, Nike, and Roku. John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Deckers Outdoor, Lululemon Athletica Inc., Nike, and Roku. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nike, Inc.

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