We came away from Nike (NYSE:NKE)'s 2QF25 call—the first one led by CEO Elliott Hill—still seeing a path for a turnaround at Nike, but one that will take longer to execute, require greater ...
"We see an elongated timeline for Nike to re-accelerate revenue growth in the midst of a franchise product lifecycle transition with the global macro backdrop further complicating the path forward ...
We came away from Nike (NYSE:NKE)'s 2QF25 call—the first one led by CEO Elliott Hill—still seeing a path for a turnaround at Nike, but one that will take longer to execute, require greater investments ...