Lululemon (NASDAQ: LULU) Edges Out Nike (NYSE: NKE) On Margins And Financial Discipline Despite Shared Decline

Nike: The Falling Knife Masterclass (NYSE:NKE)

Nike faces prolonged revenue and earnings declines, with management guiding high single-digit contraction through 2028. I rate NKE stock as a strong sell.

Nike's Earnings Are a Disaster. Run -- Don't Walk -- Away From This Stock.

Key PointsNike posted a revenue decline in fiscal Q1 2027, and told investors that its top-line shrinkage will accelerate throughout the fiscal year. Sales in China tumbled by 26%, and even growth in developing regions has stalled.Nike had a 85.7% dividend payout ratio in the quarter, and that ratio could get closer to 90% by the end of its fiscal year if sales and profits continue to drop.10 stocks we like better than Nike › Nike (NYSE: NKE) wa…

Could Nike’s Brutal Sell-Off Finally Be Running Out of Steam?

Nike shares hit fresh lows after weak Q1 FY2027 results and soft guidance, but a strong balance sheet and debt reduction offer reasons to watch for a potential turnaround.

Lululemon (NASDAQ: LULU) Edges Out Nike (NYSE: NKE) On Margins And Financial Discipline Despite Shared Decline

Lululemon athletica inc. (NASDAQ: LULU) closed at $95.86 on October 1, 2026, having lost close to half its value over the prior twelve months alongside rival Nike. NIKE, Inc. (NYSE: NKE) reported first-quarter revenue of $11.21 billion on October 1, a decline of 4%, and guided full-year revenue to fall by a high single-digit percentage. […]

Nike’s Weak First Quarter Report Ripples Across Footwear Sector

The shares of most shoe brands and retailers fell during Friday morning's trading session after Nike's lackluster first quarter report on Thursday.

Nike (NKE) Shares Tumble 9% on Weak Guidance, But Bernstein Maintains $45 Target

Nike (NKE) stock plunged 9% after missing Q1 revenue estimates. Bernstein maintains Outperform rating with $45 target, seeing buying opportunity ahead.