$NKE Nike Tape Reports
Per Ticker.id: $NKE Nike Tape Reports — 68 podcast mentions across 18 podcasts (30 days), latest 2026-08-26 23:16 UTC.
Jim, I can't describe the success of Slack. It's like nothing I've ever seen in the industry. We saw some triple-digit bookings growth from Slack in the quarter, but you can see the numbers are just awesome. And it's because every new company in AI is built on Slack. Slack also, we got, got some great replacements. I was just with one of our customers, Nike, great company. I love the products. I use them every day myself. They're standardized on Slack. General Motors is standardized on Slack. We're having just tremendous success with Slack all, all over the place. Incredible.
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Well, you know, it's absolutely about who's winning and who's losing. The consumer has been very resilient, but it doesn't mean that they're stagnant. So, for example, you have Abercrombie. They sell jeans and tank tops. Can you imagine being up a third in one day? This isn't a high-tech company or biotech discovering a cure for your disease. These are jeans and tank tops. But the stock had been beaten down. They showed in this quarter that their brands are still very strong. The CEO, Fran Horowitz, is an absolute genius. And so they're still $50 below the high they set 2 years ago. But today they're very, very happy. In the case of Dicks, they have bought Foot Locker, as you recall, and that's been a very difficult acquisition to digest. And sneakers have become more of a commodity. We saw On sneakers down. They had been a disruptor. Nike has done very poorly. And so Dick's is struggling right now. And, you know, it's like yesterday's winner is today's loser and vice versa. That's what we're seeing.
Jerry Storch — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Yeah, Nike's remarkable today, $38.60. That's a fresh 12-year low. Do you think it's as simple as, as a pipeline of innovation and footwear overall, or is there something else What's going on?
Carl Quintanilla — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26And it's very funny because if you actually study moats, which I think are most famously codified in the book Seven Powers, that's one of my favorites. The vast majority of moats actually are not affected by abundant low-cost intelligence. You know, when you think about network effects, scale effects, which shows up in distribution, brand effects, which we tend to discount in Silicon Valley, these things are as good as they've ever been. No amount of coding agents is going to make Nike, not Nike. The power of Instagram was never the complexity of building the Instagram app. Of course, it was the kind of network behind it. So I actually think the majority of moats are as good as they've ever been, and of course are still critical to building compounding value. There are a couple of moats that are exposed. For me, the integration moat is the most obvious one. SAP is so famously complex to integrate into and out of that it's a sort of existential risk to even migrate from one version of SAP to the next. Coding agents makes this dramatically better. I think there's a bit of an existential question actually for SIs and GSIs as to what will their value be when they've historically been this sort of point of integration? So I do think this moat is a little bit at risk, but for the other traditional moats, they persist and they're as important as they've ever been. And I think this is a really important concept. As you start to think about what are the job functions in the enterprise that are alpha creating, it's typically product, sales, engineering, research. And conversely, what are the job functions in the enterprise that are sort of— maybe administrative is too bleak, but they are supporting other functions, legal, HR, finance, et cetera. We really think that the kind of rational architecture and the one that is emerging is that for jobs that have unlimited upside, like sales or product, you always want to use frontier tokens. And the reason for that is you just don't know what the value of the new product feature or closing a customer account is. It's effectively unbounded, and therefore it's economically rational to pay almost any price for a model that's even one IQ point smarter, your Fable-5 or your Groq or your GPT-5.6.
Anish Acharya — The a16z Show · The State of AI: Macro, Apps, and Consumer · 2026-08-26Yeah, you know, Under Armour is such a tough thing, and I'm a big fan of Kevin Plank, but frankly, they're not ready. Not with Nike struggling, not with On struggling, not with Hoka struggling. I don't see how Under Armour is struggling. So I'm going to say not yet, Satan. Let's go to Will in Colorado.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Now Dick's says it should earn $11 to $12 per share this year, down from $13.50 to $14. And that is a major guidance cut. So now we've got to say, like, what really went wrong here? When the comps— well, Chairman Ed Stack, who I've known for years, got right to the point, explaining that consumer preferences shifted during the quarter and inventory started to build up, particularly in retro sneakers and certain apparel brands. That in turn led to aggressive promotional environment. Promotional means they had to slash prices to get rid of the inventory. And that's exactly what they had to do. They wanted to defend their market share. These issues were much worse for Foot Locker than they were for the court. Dick's Sporting Goods banner. Which had more strong categories to offset the weakness in athletic footwear and apparel. Now, Foot Locker is also more dependent on sneaker launches, and there were very few big launches in the quarter, most of which were disappointing. Worse, it turned out that Foot Locker is doing particularly badly in Europe and Middle East and Asia, EMEA, as we like to call it. Looking forward, Stack said the company is taking action to shift its mix toward in-demand brands, and they expect, quote here, the launch calendar to be more favorable in the back half of the year, quote, end quote. Still, he said he expects, quote, the broader promotional environment to remain challenging, end quote. That's awful. And that's through the end of the year, which is why Dick's plans to continue defending its market share with price cuts. Hence the savage cuts to their earnings forecast. So what should we think about all this? Is it a disaster unmitigated? Well, when I saw these results from Dick's this morning, my first thought was that it's a brutal time for athletic footwear and apparel. We know Nike's been struggling and Dick's pretty much confirmed that when they talked about weakness in sneakers with legacy silhouettes. That's code for Nike. But we've also seen disappointing results from challenger brands like On, which just had a weak quarter of its own earlier this month. That was great growth stocks at one time. Deckers Hoka, talk about growth stocks.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25But Nike's inventory cleanup took a very long time. Let me give you the bottom line because you're probably tempted to buy it. Dick's Sporting Goods turned in a terrible quarter that led the stock to its worst one-day decline ever. Given the scale of the miss and the guidance cut, I don't blame anyone for getting out of Dodge. Still, I don't want to give up on Dick's Sporting Goods at these levels. In the long run, call me a believer because this is the only remaining sporting goods retailer with genuine scale in this country, even if it's also joined at the hip with struggling Foot Locker. I mean, they can always close it. It just might take a few months before the sporting goods, footwear, and apparel space clears that excess inventory and starts bouncing back. Usually can't be done in a single quarter, though. Now, if you don't own Dick's, you dodged a bullet today. But based on the last time the stock fell apart, you might want to be a buyer over the next couple of months because this company's had a history coming back from the dead. Management will pivot. This will be addressed. They will, they will take a hard look at Foot Locker. It's huge up like this. It tends to be still one more day when analysts cut their ratings. That should be tomorrow. I expect that by Monday we could see a bottom as all the big accounts would have fled. If that, you just have to hold it until the story comes together, which I expect will happen in January after tax loss selling and one more weak quarter. That money's back in.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Yeah, I mean, there was actually some concerning numbers that came in and it's interesting to chat about. We don't spend a ton of time focusing on retail here on this show. So Dick's actually missed on both the top and bottom lines for the quarter. They had adjusted earnings per share come in at $3.53. Wall Street was looking for $3.76. Revenue dragged a bit, just under $6 billion. Wall Street was looking for a little bit more than that. So a lot of this is going back to the Foot Locker business. Which Dick's Sporting Goods acquired last year. That's the primary culprit behind this drag. And it's interesting because you have the core Dick's namesake stores, they posted a roughly 5% comparable sales increase. Foot Locker stores actually saw comps slide 3.6%, and you had management saying that they had fewer high-profile shoe launches. It's an increasingly competitive discounted market that's actually forcing them to cut prices to protect their market share. But the other thing that's interesting here is this is also tied to the what's called the Nike ripple effect. So we saw management essentially call out a lack of high-profile sneaker launches. They're pointing upstream to major partners who are, you know, stuck in a creative lull, if you will. And, you know, you got to bear in mind Foot Locker has historically relied on these legacy silhouettes, retro launches. And so Dick's is really feeling the pain first when consumer hype slows down. Another key number, total inventory surged 63% year over year. Now, obviously, They're still absorbing the Foot Locker acquisition, but they're carrying a lot of inventory, probably looking for a lot of, uh, you know, clearance sales and promotions, which, you know, great for consumers, not great for the business, not great for investors. And to top it all off, Dick's slashed its full-year earnings guidance, uh, considerably. So really not a great readout for this business.
Rachel Warren — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25