Can Nike Overcome Its Challenges?

There is no disputing that Nike (NKE) has experienced its fair share of challenges in recent years. Soft demand for sportswear in key markets and an increasingly competitive industry has resulted in lacklustre top line growth. In FY2020 and FY2024, for example, NKE reported a decline in YoY sales growth. On the Q4 2024 earnings [...]

FFJ Portfolio – June 2024

This FFJ Portfolio - June 2024 report recaps my investment activity during the month. In my June 11 FFJ Portfolio Adjustments Before Capital Gains Tax Changes Arrive, I disclose multiple changes to the FFJ Portfolio. After these changes, drawing a direct comparison with prior periods is of little value. I, therefore,  am no longer providing [...]

Go to Top