1. Nike's revenue forecast for Q4 is worse than expected. 2. Analysts have lowered price targets, anticipating a slow turnaround. 3. CFO estimates low-teens revenue decline for fiscal 2025's Q4. 4. JPMorgan suggests turnaround efforts will take until late FY26. 5. Nike shares fell over 6% and are down a third year-on-year.
Nike's lowered revenue guidance and price target reductions signal ongoing challenges, similar to past downturns in which early recovery signs were met with skepticism. Historical comparisons show that drastic guidance cuts often result in significant stock adjustments.
The article reflects pivotal developments in Nike's financial outlook, which can significantly influence investor sentiment and re-evaluation of stock value. The ongoing struggles are critical for understanding the future trajectory of NKE.
Given the suggested timeline for a turnaround extending into FY26, investors should prepare for prolonged effects on price performance as corporate strategies unfold slowly.