Foot Locker: More Like Hurt Locker


Foot Locker is a perfect example of a business model that has been cracked wide open by a shift in the value chain. After previous management allowed the company to become a glorified Nike store, the new team is being forced to cut back on Nike because of that company's direct-to-consumer strategy. This creates plenty of uncertainty and a need for a turnaround strategy, which is why the dividend has been suspended.

Foot Locker: More Like Hurt Locker2023-08-31T04:06:36+02:00

Magic Markets Ep140: Crocs and Nike


In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. One of these two brands achieved growth of 371% over the last 5 years. Can you guess which one it is? Join us on the podcast! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

Magic Markets Ep140: Crocs and Nike2023-08-31T03:41:24+02:00

Nike: Just Don’t Do It?


Use the podcast player below to listen to our discussion on Nike and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 5 January 2023) The intersection of sport, music and fashion: Nike is definitely still that business, with all the sports endorsements and cultural influences you would hope for in an apparel brand. Of course, this doesn’t necessarily make it a good investment. Shareholders are looking for cash flows, not signed basketballs. Nike has been trying very hard to convince the market that it is a growth stock. If there’s one thing the last year has revealed, [...]

Nike: Just Don’t Do It?2023-01-04T20:16:23+02:00

Magic Markets Ep78: A sneak peak at Premium


With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently. In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022. Simon Property Group is the kind of business that many would choose as a defensive stock, [...]

Magic Markets Ep78: A sneak peak at Premium2022-06-01T23:47:25+02:00

Recap: Microsoft, Nike and Etsy


Use the podcast player below to listen to our recap on Microsoft, Nike and Etsy, which accompanies the detailed write-up below: (Date of report: 4 May 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. This is our second recap show and we will be looking at Microsoft and Nike in detail, with a brief look at Etsy. We planned to do a detailed look at Etsy as well, [...]

Recap: Microsoft, Nike and Etsy2022-06-21T19:21:54+02:00

Lululemon: sweating its assets


Use the podcast player below to listen to our discussion on Lululemon and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 6 April 2022) Not many companies are credited with inventing a new product category. Lululemon is one of them, taking yoga pants from the studio to the coffee shop. Athleisure is now a highly competitive category in clothing, yet Lululemon continues growing at a revenue rate that would embarrass many software companies. With a community-based marketing strategy and a journey from $40 million revenue in 2004 to $6.3 billion in 2021, when life throws your portfolio [...]

Lululemon: sweating its assets2022-06-21T19:22:18+02:00
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