Nike Turnaround Strategy
Nike Turnaround Strategy
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Nike’s FY 2025 Q4 delivered a bruising 12 % sales slide and 86 % profit plunge, but CEO Elliott Hill’s “Win Now” plan—and fresh women-led launches—convinced Wall Street the pain is front-loaded. Banks quickly shifted bullish, with HSBC upgrading to “Buy” and slapping an $80 target (28 % upside). Tariffs and excess Dunk inventory will compress margins through H1 2026, yet management sees greener fields in the back half as supply cleans up and wholesale partners return—suggesting founders can pivot mid-storm if they narrate the path forward with data-backed confidence.
Nike’s FY 2025 Q4 delivered a bruising 12 % sales slide and 86 % profit plunge, but CEO Elliott Hill’s “Win Now” plan—and fresh women-led launches—convinced Wall Street the pain is front-loaded. Banks quickly shifted bullish, with HSBC upgrading to “Buy” and slapping an $80 target (28 % upside). Tariffs and excess Dunk inventory will compress margins through H1 2026, yet management sees greener fields in the back half as supply cleans up and wholesale partners return—suggesting founders can pivot mid-storm if they narrate the path forward with data-backed confidence.
Nike’s FY 2025 Q4 delivered a bruising 12 % sales slide and 86 % profit plunge, but CEO Elliott Hill’s “Win Now” plan—and fresh women-led launches—convinced Wall Street the pain is front-loaded. Banks quickly shifted bullish, with HSBC upgrading to “Buy” and slapping an $80 target (28 % upside). Tariffs and excess Dunk inventory will compress margins through H1 2026, yet management sees greener fields in the back half as supply cleans up and wholesale partners return—suggesting founders can pivot mid-storm if they narrate the path forward with data-backed confidence.
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