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Kodali: Tariffs Aren’t Even Nike’s (NKE) Biggest Issue

Kodali: Tariffs Aren’t Even Nike’s (NKE) Biggest Issue

Schwab Network · Schwab Network

June 26, 20257m 2s

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Show Notes

Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita thinks it can have a “successful turnaround” – though it might not last long.


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