The Motley Fool
14 Jun 2026, 16:15 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Nike is facing a potential $1.5 billion cost increase (320 basis points) due to U.S. tariffs on production hubs in Indonesia and Vietnam. — A direct hit to the bottom line of this magnitude significantly impairs profitability and valuation.
-0.80Nike has experienced six consecutive quarters of declining gross margins driven by rising producer prices and supply chain disruptions. — Persistent margin erosion indicates an inability to pass costs to consumers, signaling weakening pricing power.
-0.60Vietnam and Indonesia account for 79% of Nike's footwear production, creating high geographic concentration risk. — Heavy reliance on a few regions makes the company acutely vulnerable to regional geopolitical instability and trade policy changes.
-0.40Continue reading
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Nike maintains a strong liquidity position with $7 billion in cash and annual free cash flow of nearly $3.3 billion. — Strong cash reserves provide a buffer against operational headwinds and support dividend payments.
+0.30Which stocks this story touches
The company is facing significant headwinds from rising producer prices, declining gross margins, and potential U.S. tariffs.
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