Jun. 30 at 9:13 PM
$NKE Don’t be fooled by the EPS beat.
$0.52 of
$0.72 is a one-time tariff refund. Strip it out and the numbers are ugly. China down 17%, Converse down 32%, DTC down 9%. Tread carefully. Same is happening with
$LULU and likely will happen soon with
$ONON although they likely are the stronger moving forward of the 3 imo
