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EH needs to go

EH has been at the helm of Nike for over a year now, and it's been nothing but a dumpster fire. Sales are tanking in China down a whopping 17% last quarter while the stock's bled out like another 15% in just the last three months. This guy's supposed to be the savior, the insider who knows the brand inside out, but all we've seen is more of the same: sluggish innovation, over-reliance on old cr-p like Air Force 1s, and a "turnaround" plan that's moving slower than a snail on molasses. North America's up a bit, sure, but that's not enough to hide the fact that the company's still reeling from layoffs, scandals, and a culture that's gone from toxic to freaking toxic under his watch.

It's time for EH to pack his bags and GTFO before he drags Nike into the ground for good. We've got competitors like Hoka and On eating our lunch, and this dude's response? Raise prices and shuffle leadership like deck chairs on the Titanic. Enough with the excuses about "middle innings" of a comeback, investors are losing faith, employees are miserable, and the brand's losing its edge.

Nike needs a real leader, not this recycled exec who's just prolonging the pain.

Maybe put VA in charge.


Verizon's Stock - 2026 identified as the Top DOGS of the DOW Stock

Verizon DJIA DOGS: Dividends Over Growth Stock!!!

Verizon shares identified amongst the 2025 worst stock performer and the 2026 candidate for the top pick for the Dogs of the Dow investment strategy.

Noting for 2026 Verizon will not have any share price appreciation but plausibly a 6%+ quarterly corporate dividend if sustainable??


Reimagining Macy’s

Fiscal 2026 - R200 (R125+NN75)
Fiscal 2027 - R275 (R200 + NNN75)
Fiscal 2028 - Add the remaining 50 stores for remodel, totaling 350 stores

Macy’s stock price in 2028 will be $150-$200.


At some point we have to say the quiet part out loud. This leadership has a proven track record of destroying value.

Under Stankey’s watch, AT&T lit tens of billions of dollars on fire. DirecTV was acquired for roughly $49B and later dumped at a fraction of that value. Time Warner was bought for about $85B, then spun off just a few years later after massive write downs, leaving shareholders with years of dead money and zero strategic payoff. Even the failed T-Mobile saga cost AT&T billions in breakup fees and spectrum giveaways.

Fast forward to today.
$20B in stock buybacks executed while the stock falls and analysts downgrade it to sell.
Operating costs rising due to five day RTO.
Bonuses at risk.
And now a brand new office campus being built from the ground up for no measurable business benefit.

This is a pattern, not bad luck. Buy high. Sell low. Spend big. Then double down instead of course correcting.

Employees see it. Wall Street sees it. The market has priced it in. Continuing to trust the same leadership to make yet another massive capital decision is reckless.

How many more billions need to be burned before accountability finally shows up?


Did VZ leadership and the board short the VZ stock?

They had to know the stock price would go down. Cutting the workforce does nothing to improve customer service and will make it harder to address customer issues. Cutting the design team by 40% does nothing to improve the network and network performance will degrade over time. What is the actual plan, Dan? Line your pockets and split?


Help us, Obi-Wan Super-Engineer. You're our only hope.

From StockStory

3 Reasons to Sell TDC

Why Do We Think Teradata Will Underperform?
Despite the momentum, we don't have much confidence in Teradata. Here are three reasons there are better opportunities than TDC and a stock we'd rather own.

  1. Declining Billings Reflect Product and Sales Weakness

Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract.
Teradata’s billings came in at $422 million in Q3, and it averaged 4.4% year-on-year declines over the last four quarters. This performance was underwhelming and shows the company faced challenges in acquiring and retaining customers. It also suggests there may be increasing competition or market saturation.

  1. Low Gross Margin Reveals Weak Structural Profitability

For software companies like Teradata, gross profit tells us how much money remains after paying for the base cost of products and services (typically servers, licenses, and certain personnel). These costs are usually low as a percentage of revenue, explaining why software is more lucrative than other sectors.

Teradata’s gross margin is substantially worse than most software businesses, signaling it has relatively high infrastructure costs compared to asset-lite businesses like ServiceNow. As you can see below, it averaged a 59.4% gross margin over the last year. That means Teradata paid its providers a lot of money ($40.58 for every $100 in revenue) to run its business.

The market not only cares about gross margin levels but also how they change over time because expansion creates firepower for profitability and free cash generation. Teradata has seen gross margins decline by 0.9 percentage points over the last 2 year, which is poor compared to software peers.

  1. Operating Margin in Limbo

While many software businesses point investors to their adjusted profits, which exclude stock-based compensation (SBC), we prefer GAAP operating margin because SBC is a legitimate expense used to attract and retain talent. This is one of the best measures of profitability because it shows how much money a company takes home after developing, marketing, and selling its products.

Looking at the trend in its profitability, Teradata’s operating margin might fluctuated slightly but has generally stayed the same over the last two years. Shareholders will want to see Teradata grow its margin in the future. Its operating margin for the trailing 12 months was 11.5%.

Final Judgment

We cheer for all companies solving complex business issues, but in the case of Teradata, we’ll be cheering from the sidelines. Following the recent rally, the stock trades at 1.8× forward price-to-sales (or $30.54 per share). This valuation is reasonable, but the company’s shaky fundamentals present too much downside risk. There are superior stocks to buy right now.


When should we sell SNDK stocks?

SanDisk stock has been rallying again. When should we sell? I have been hearing analysts saying 2026 will be the year for memory stocks. Some people are saying memory is getting more expensive than GPU and AI hitting a memory wall. All this is making me feel I should hold onto my stocks. But I do wanna sell as it is so high right now.


Nike stock

Insider trading drives more upside than our marketing campaigns or product launches..
nike is the largest MOAT erosion in the history of public markets..


Sold all my nike shares

Left nike 18 months ago and I had a huge amount of Nike stocks. Sold everything today at a 12% loss. I held nike stocks only because it was part of ESPP. This is my first time losing money on the stock market but it is not the 12% that su-ks! It is the cost of losing out on 17%-20% in the broad index funds. Unless nike does 40%-50%, there is no reason to hold nike for the next few years. Had hopes on EH for a few months but the execution is terrible. Best case for NKE is 70 at the end of the year. Sp500 will do 10% meanwhile.

I am done with following nike - great brand, worst company to work for!


Nike Stock

Outside of ESPP contributors, employees being rewarded with stocks, executives; do people actually buy Nike stock? Trying to figure out why anyone would considering the results of the last 4 years especially when you compare it to the broader market where everyone else is up bigly it seems.

Seems like you could have thrown money at literally anything else and made money but still lost somehow on Nike. I guess I’m asking why any large investment firm or private investor would currently invest in Nike? Like what do they see that I am missing.


CVE stock price???

Well the boost to the stock price was certainly short by lived. Strathcona made out like bandits. They didn’t even get MEG and they had a higher and more sustained bump to share price than Cenovus. It would seem the street clearly doesn’t like CVE’s messaging and/or the ones delivering the message.


"Tim Apple" Buys 50,000 Shares of Nike Stock

Tim Cook, CEO of Apple and Nike Board of Directors member, just purchased 50,000 shares of Nike stock at the current price, costing him $2.9+ million.

https://www.gurufocus.com/news/4086202/nike-nke-director-tim-cook-acquires-295m-in-company-shares

Is this a vote of confidence in the company's future or a PR move?

Tim Cook has a reported net worth of $2.6 billion, so dropping a couple million on some Nike stock is spending couch cushion money for him.


ESPP

There was a time when partaking in the ESPP was a no-brainer. An immediate and minimum profit of 15% off the lower of the two semi annual corporate purchase opps. Those days are long gone. An employee comp perk that is no longer. Options are a close second in complete failure. The market is always a risk but nike stock has become one of the worst investments one can make (going back at least 3-4 years) and with no end in sight. Sad to be a shareholder. And to be an employee who relied on these benefits as part of their overall comp package.