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How the NIKE-SKIMS Partnership Could Spark NKE's Next Growth Wave?

23.10.25 18:52 Uhr

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NIKE Inc.’s NKE collaboration with SKIMS marks one of its most intriguing moves in recent years, a partnership that blends sport performance with pop-culture appeal. As NIKE works to revive growth and modernize its brand under the “Sport Offense” strategy, teaming up with SKIMS — a brand known for inclusivity, body positivity and sleek design — represents more than just a fashion statement. It’s a deliberate effort to bridge the gap between athletic performance and everyday style, targeting a broader and more diverse consumer base, especially women who value both function and form in activewear.NikeSKIMS exists to serve women who are redefining what it means to be an athlete today. Within this vision, the partnership debuts its first apparel collection on Sept. 26, designed to sculpt and engineered to perform without compromise. The debut collection, featuring 58 silhouettes, merges NIKE’s performance expertise with SKIMS’ signature aesthetic. Early consumer response has been strong, signaling that this collaboration could help NIKE connect more deeply with a demographic that views activewear as a lifestyle, not just a sport utility. By infusing fashion-forward design into performance wear, NIKE is not only refreshing its women’s segment but also reclaiming cultural relevance.The SKIMS partnership could serve as a catalyst for growth if NKE successfully scales the concept. It opens new avenues for product diversification, expands NIKE’s reach into the premium athleisure space, and enhances its appeal among younger, style-conscious consumers. If executed well, this collaboration could transcend a simple “fashion flex,” redefining NKE’s women’s business and strengthening its position as a leader in both sport and culture.NKE’s Competition in the Global Arenaadidas AG ADDYY and lululemon athletica inc. LULU are the key companies competing with NIKE in the global market.adidas stands as NIKE’s strongest global competitor, combining performance innovation with cultural relevance. The company is rebuilding momentum through its “Own the Game” strategy, which emphasizes direct-to-consumer growth, digital expansion and sustainability. Revitalized classics like the Samba and Gazelle have fueled a powerful lifestyle resurgence, while core performance categories such as running and football continue to benefit from strong innovation and athlete partnerships. With renewed focus on brand storytelling and premium positioning in key markets, adidas is regaining consumer trust and narrowing the gap with NIKE in the global sportswear race.lululemon has evolved from a niche yoga brand into a global performance and lifestyle powerhouse. Its “Power of Three ×2” strategy focuses on expanding men’s and digital sales while accelerating growth in international markets, particularly China. Known for its premium quality, technical fabrics and community-driven approach, lululemon continues to capture consumers seeking both style and performance. The brand’s recent entry into footwear and running further deepens its competition with NIKE, positioning it as a formidable challenger that bridges athletic functionality with modern, fashion-forward design.NKE’s Price Performance, Valuation & EstimatesShares of NIKE have lost 8.7% year to date compared with the industry’s decline of 11.4%.Image Source: Zacks Investment ResearchFrom a valuation standpoint, NKE trades at a forward price-to-earnings ratio of 34.92X compared with the industry’s average of 29.37X.Image Source: Zacks Investment ResearchThe Zacks Consensus Estimate for NKE’s fiscal 2026 earnings implies a year-over-year decline of 23.6%, while that for fiscal 2027 indicates growth of 50.5%. Image Source: Zacks Investment ResearchNIKE stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NIKE, Inc. (NKE): Free Stock Analysis Report lululemon athletica inc. (LULU): Free Stock Analysis Report Adidas AG (ADDYY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu Nike Inc.

DatumRatingAnalyst
13.10.2025Nike OutperformBernstein Research
10.10.2025Nike OutperformRBC Capital Markets
02.10.2025Nike BuyGoldman Sachs Group Inc.
02.10.2025Nike HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
01.10.2025Nike OutperformBernstein Research
DatumRatingAnalyst
13.10.2025Nike OutperformBernstein Research
10.10.2025Nike OutperformRBC Capital Markets
02.10.2025Nike BuyGoldman Sachs Group Inc.
01.10.2025Nike OutperformBernstein Research
01.10.2025Nike KaufenDZ BANK
DatumRatingAnalyst
02.10.2025Nike HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
01.10.2025Nike NeutralUBS AG
01.10.2025Nike Equal WeightBarclays Capital
29.09.2025Nike NeutralUBS AG
04.09.2025Nike Sector PerformRBC Capital Markets
DatumRatingAnalyst
22.08.2023Nike VerkaufenDZ BANK
30.06.2023Nike VerkaufenDZ BANK
14.06.2022Nike HoldHSBC
25.06.2021Nike VerkaufenDZ BANK
23.04.2021Nike VerkaufenDZ BANK

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