Nike Earnings Disappoint as China Sales Lag

The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Ferguson CEO Kevin Murphy, Envestnet CEO Chris Todd, Nuveen CEO Bill Huffman, EY Global Vice Chair Andrea Guerzoni, Allspring Global Investments Head of Equity Investments Ann Miletti, Mastercard Economics Institute Chief Economist Michelle Meyer, CFRA Equity Analyst Zachary Warring, Sports Marketing Consultant Joe Favorito, Bata Shoe Museum Director & Senior Curator Elizabeth Semmelhack, & Russell Reynolds Associates CEO Constantine Alexandrakis.

Chapters:
00:00:00 Bloomberg The Close
00:02:23 Ferguson CEO on Manufacturing & Data Center Growth
00:05:09 AI Data Centers, Skilled Labor & Infrastructure Demand
00:07:19 Housing, Mortgage Rates & the HVAC Market
00:10:12 Envestnet CEO on AI in Wealth Management
00:13:03 Private Assets, AI Tools & Financial Advisors
00:15:18 Nuveen-Schroders Deal & the Future of Asset Management
00:18:21 M&A Strategy, Global Expansion & Integration
00:20:01 Private Markets, Portfolio Construction & Patient Capital
00:22:30 EY on M&A, Geopolitics & CEO Confidence
00:25:35 AI Investment, Productivity & Measuring ROI
00:28:39 Private Equity Exits, Liquidity & AI’s Workforce Impact
00:32:27 Mattel Takeover Interest & Authentic Brands
00:35:20 Markets, Fed Policy & Falling Treasury Yields
00:38:11 Allspring on Market Broadening & Mid-Cap Opportunities
00:41:34 AI Investing, Micron & the Return on AI Spending
00:44:00 Anthropic IPO Plans & AI Valuations
00:45:06 Closing Bell
00:48:06 Market Recap: Oil, Yields, Banks & Apple
00:50:31 Mastercard on Consumer Spending & Holiday Shopping
00:53:27 Apparel, Experiences & the Resilient Consumer
00:55:14 AI Shopping, Resale & the Secondhand Economy
01:01:29 Nike’s Turnaround, Caitlin Clark & Jordan Brand
01:04:38 Nike’s New Strategy, Inventory & Operating Efficiency
01:07:19 Nike’s China Business, Tariffs & Global Competition
01:10:53 Nike’s Marketing Strategy & Caitlin Clark
01:14:18 Sports Marketing, Social Media & Nike’s Brand Revival
01:16:27 Sneaker Culture, Jordan & Nike’s Cultural Relevance
01:19:43 Women’s Sneakers, Gender & the Future of Nike
01:23:44 The Catalyst CEO: Leadership & Corporate Turnarounds
01:26:03 CEOs, Leadership Teams & Transformation
01:28:18 AI Leadership, Boards & the Changing CEO Role
01:31:09 What to Watch
——–
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Nike Earnings Disappoint as China Sales Lag

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