Nike Splits From Amazon

18-NOV-19

We normally celebrate when two of our recommended stocks collaborate. Unfortunately today I am reporting a breakup between Nike and Amazon. Remember in 2017 Nike started a pilot page on Amazon after years of resistance. Nike was always worried that they would lose control of the retail experience, client data and most importantly, product quality (many counterfeit items get sold online).


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John Donahoe to be New Nike CEO

23-OCT-19

Sports apparel company Nike is our third-most widely held stock in US portfolios. In aggregate we hold $16 349 034 worth of Nike shares across 378 client accounts.


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Athleisure Transformation

21-OCT-19

After an action-packed weekend of sporting endeavour, it's a good time to revisit a topic close to my heart, investing in companies that manufacture athleisure wear and active gear.


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Nike Q1 Numbers - Healthy Beat

26-SEP-19

On Tuesday evening Nike released their Q1 results, which were as Goldman Sachs put it, a "high quality beat". The stock closed up 4%, and is at a new all-time high.


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Nike Teams Up With NYC

21-AUG-19

Nike has struck an interesting deal with the city of New York, to utilise their official logos on sporting and leisure apparel. This is the kind of innovative thinking that makes me happy to be a Nike shareholder. I love the city of New York, its my favourite place to visit.


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Nike Benefits from Woman's World Cup

10-JUL-19

How many people followed the Woman's FIFA World Cup? There was some quality football on display with increased viewership as the tournament went on. The power of the Nike marketing machine was on display. Even though Adidas was the official sponsor of the event, people are only talking about Nike.


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Nike and Jordan Partnership

01-JUL-19

Back in the early 1980s, Nike was facing intense competition from Reebok, Adidas, and Puma as their jogging shoes levelled up to Nike's new technology that Nike co-founder Bill Bowerman invented when he made the Nike Cortez. At the same time Reebok also had a stranglehold on the aerobics gear market.


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Nike Full Year Numbers - Good Growth in Digital

28-JUN-19

Athletic gear maker Nike reported quarterly results last night, after the bell rang to signal the market close at 4pm on Wall Street. This was an interesting set of numbers. At first glance it was a miss, as they reported earnings per share of just $0.62 for the three month period ended 31 May 2019, below the market consensus expectation, which was around $0.66 per share. Initially, the stock weakened in after-market trading.


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Nike Teams Up With Fortnite

23-MAY-19

This concept blew my mind. Nike are advertising new products on Fortnite characters. Yes you heard that right. Computer game characters are taking endorsements just like sportsmen. It makes perfect sense, Fortnite has over 250 million users. Mostly young and hip. Fortnite of course will benefit from the advertising fees while Nike gets the amazing exposure. Remember you have access to Fortnite as an investment through Naspers.


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Nike and Kipchoge Aim for Sub 2 agian

07-MAY-19

According to the BBC, elite runner Eliud Kipchoge will have another go at breaking the two-hour marathon ceiling. The 34-year-old Kenyan just won the London Marathon last month with a time of 2:02.38, the second-fastest official time in history.


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Nike 3Q Numbers - Slower Growth

26-MAR-19

On Thursday, Nike, the world's largest athleisure company released a strong set of numbers for their third-quarter, but Mr. Market wasn't impressed with its North America sales and its fourth-quarter projections in sales growth. The stock closed down 6.6% on Friday, the lowest drawdown since 2018 Christmas Eve. Nike is still up over 30% over one year.


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Nike Top of the Pile

20-MAR-19

Statista had a nice post on the shoe industry, in order to see who's the king of sneakers. Due to the rise in athleisure, brands like Nike and Adidas can be found everywhere, including places where you least expect them, like the runway for example. This has led to these businesses raking in billions of dollars feeding the sneaker frenzy.


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Nike Pushes Boundaries with their R&D

21-JAN-19

Athleisure equipment maker Nike is a stalwart of Vestact portfolios in New York. All of us need to hit the streets to fight the flab, because the food isn't getting less tasty.


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Nike pushes into Yoga

10-JAN-19

Nike has taken Lululemon head on with a yoga clothing line. But they have done it in a somewhat sneaky way, calling yoga a "secret workout weapon" which prepares athletes for the usual Nike activities such as running and NFL.


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Nike Weathers the Trade Wars

16-NOV-18

We are watching carefully to see what the impact of Trump's trade war with China is, on our portfolio of companies. We are especially worried that companies like Nike may be hard hit. They sell lots of goods in China, and manufacture them there too. Will sales slump? Will supply systems get disrupted by tariffs?


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