Nike's Turnaround Messaging May Add Some Confusion -- Market Talk

Dow Jones

03/22

1341 ET - Nike's initiatives under new management are on the right track, but the road from here will be long and volatile, according to Morgan Stanley in a research note. Analysts say CEO Elliott Hill further clarified Nike's near term strategy, and they expect him to continue to refine it as he spends more time in the CEO seat, but they also say "evolved messaging may come with ongoing market confusion." It will likely be difficult for investors to underwrite a turnaround story as strategy evolves and there is limited future P&L visibility, the analysts add. Nike sinks 5.5%.(sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

March 21, 2025 13:41 ET (17:41 GMT)

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Analysts say CEO Elliott Hill further clarified Nike's near term strategy, and they expect him to continue to refine it as he spends more time in the CEO seat, but they also say \"evolved messaging may come with ongoing market confusion.\" It will likely be difficult for investors to underwrite a turnaround story as strategy evolves and there is limited future P&amp;L visibility, the analysts add. Nike sinks 5.5%.(sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 21, 2025 13:41 ET (17:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike's Turnaround Messaging May Add Some Confusion -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike's Turnaround Messaging May Add Some Confusion -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-03-22 01:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1341 ET - Nike's initiatives under new management are on the right track, but the road from here will be long and volatile, according to Morgan Stanley in a research note. Analysts say CEO Elliott Hill further clarified Nike's near term strategy, and they expect him to continue to refine it as he spends more time in the CEO seat, but they also say \"evolved messaging may come with ongoing market confusion.\" It will likely be difficult for investors to underwrite a turnaround story as strategy evolves and there is limited future P&amp;L visibility, the analysts add. Nike sinks 5.5%.(sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 21, 2025 13:41 ET (17:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2111349929.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2521760230","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2521760230","pubTimestamp":1742578860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1341 ET - Nike's initiatives under new management are on the right track, but the road from here will be long and volatile, according to Morgan Stanley in a research note. Analysts say CEO Elliott Hill further clarified Nike's near term strategy, and they expect him to continue to refine it as he spends more time in the CEO seat, but they also say \"evolved messaging may come with ongoing market confusion.\" It will likely be difficult for investors to underwrite a turnaround story as strategy evolves and there is limited future P&L visibility, the analysts add. 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Analysts say CEO Elliott Hill further clarified Nike's near term strategy, and they expect him to continue to refine it as he spends more time in the CEO seat, but they also say \"evolved messaging may come with ongoing market confusion.\" It will likely be difficult for investors to underwrite a turnaround story as strategy evolves and there is limited future P&L visibility, the analysts add. Nike sinks 5.5%.(sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 21, 2025 13:41 ET (17:41 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}