2026 CNBC Changemakers List Highlights Women Transforming Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy NKE?
Source: CNBC
- Rise of Female Leaders: The 2026 CNBC Changemakers list showcases female leaders excelling in AI and traditional sectors, highlighting their significant impact in business and philanthropy.
- Skims and Rare Beauty: Kim Kardashian's Skims reaches a valuation of $5 billion, bolstered by a partnership with Nike, while Selena Gomez's Rare Beauty is valued at nearly $3 billion and actively engages in mental health philanthropy.
- AI Technology Applications: Former OpenAI CTO Mira Murati launched Thinking Machines Lab to advance next-gen AI, while Waymo's Tekedra Mawakana expanded autonomous driving into new cities, showcasing innovation in transportation.
- Investment in Women's Sports: Several Changemakers are making strides in women's sports, including Sophie Goldschmidt of U.S. Ski & Snowboard and Susie Wolff of F1 Academy, demonstrating women's leadership in the sports industry.
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Analyst Views on NKE
Wall Street analysts forecast NKE stock price to rise
21 Analyst Rating
14 Buy
7 Hold
0 Sell
Moderate Buy
Current: 59.390
Low
62.00
Averages
76.11
High
110.00
Current: 59.390
Low
62.00
Averages
76.11
High
110.00
About NKE
NIKE, Inc. is engaged in the designing, marketing and distributing of athletic footwear, apparel, equipment and accessories and services for sports and fitness activities. The Company's operating segments include North America; Europe, Middle East & Africa (EMEA); Greater China; and Asia Pacific & Latin America (APLA). It sells a line of equipment and accessories under the NIKE Brand name, including bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment and other equipment designed for sports activities. It also designs products specifically for the Jordan Brand and Converse. The Jordan Brand designs, distributes and licenses athletic and casual footwear, apparel and accessories predominantly focused on basketball performance and culture using the Jumpman trademark. The Company also designs, distributes and licenses casual sneakers, apparel and accessories under the Chuck Taylor, All Star, One Star, Star Chevron and Jack Purcell trademarks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Brand Loyalty Risk: The reliance on promotions to clear inventory has led to a 3.1% decline in gross margin to 41.4%, which may weaken brand loyalty and impact long-term profitability.
- Future Growth Potential: If Nike can achieve annual revenue growth of 4% to 6% while gradually improving operating margins, earnings per share are expected to grow significantly faster than revenue, enhancing shareholder returns.
- Execution is Key: In 2026, Nike must restore operating leverage by strengthening full-price sell-through, improving gross margins, controlling operating expenses, and maintaining healthy inventory turnover to ensure revenue stabilization translates into accelerated earnings.
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- Tariff Rate Recovery Prediction: Bessent predicts that after the Supreme Court invalidated some of Trump's tariffs, U.S. tariff rates will return to previous levels within five months, potentially affecting domestic market price stability.
- Legal Basis for Replacement Tariffs: The new tariffs are being implemented under Section 122 of the Trade Act of 1974, with a 150-day validity period unless Congress approves an extension, which may create uncertainty in trade policy and affect long-term business planning.
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- Sales Growth Forecast: The company anticipates high single-digit revenue growth in 2026 based on 2025's total of €24.8 billion ($28.86 billion), indicating that Adidas faces significant challenges in a global sportswear market characterized by excess supply and shifting consumer preferences.
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- 2026 Revenue Outlook: Adidas anticipates revenue growth in the high single digits for 2026 from 2025's €24.8 billion ($28.86 billion), despite facing challenges from U.S. tariffs and unfavorable currency fluctuations, indicating vulnerability in a deteriorating market environment.
- Operating Profit Forecast: The company expects operating profit to reach around €2.3 billion, yet a €400 million negative impact from U.S. tariffs results in a profitability outlook that is 15% below market expectations, potentially leading to investor dissatisfaction and declining confidence.
- Sales and Profit Performance: Fourth-quarter sales were €6.1 billion, with profit at €164 million, both slightly missing FactSet estimates, demonstrating that Adidas's growth remains challenged amid external turbulence, which could affect future market performance.
- CEO Contract Extension: Adidas announced the extension of CEO Bjørn Gulden's contract until 2030, reflecting confidence in his strategy, particularly after the split with Ye, as Gulden's leadership is seen as crucial for stabilizing the company.
See More
Nike Stabilizes Sales but Must Restore Margins
- Sales Stabilization: Nike has stabilized its sales after consecutive declines, with a 1% revenue increase in the latest quarter and a 3% reduction in inventory levels compared to last year, indicating significant progress in inventory control; however, it must prove the sustainability of its profitability by 2026.
- Margin Challenges: Nike's gross margin fell by 3.1% to 41.4% in the latest quarter, reflecting the erosion of brand loyalty due to reliance on discounts to maintain volume, which compresses profit margins; the future investment case will focus on margin recovery.
- Future Growth Potential: While Nike does not need double-digit revenue growth, achieving a gradual increase in operating margins alongside annual revenue growth of 4% to 6% could significantly accelerate earnings per share, thereby supporting sustained shareholder returns.
- Key Metrics Monitoring: In 2026, Nike must focus on improving several operational metrics, including strengthening full-price sell-through, consistently increasing gross margins, controlling operating expenses, and maintaining healthy inventory turnover, as these factors will collectively determine the company's ability to regain control over demand, pricing, and cost structure.
See More
Los Angeles Rebuilds Hope and Unity After Wildfires
- Community Rebuilding Collaboration: Families in Los Angeles County affected by the 2025 wildfires received support from the LA Clippers, Habitat for Humanity, Nike, and Comcast NBCUniversal, who hosted three home-building events, assisting over 112 households in rebuilding their lives, showcasing strong corporate-community partnerships.
- Volunteer Engagement: Comcast NBCUniversal employee volunteers worked alongside Clippers players, coaches, and community members to construct homes, frame walls, and assemble furniture over several months, emphasizing that rebuilding is a shared responsibility that extends beyond corporate boundaries.
- Project UP Commitment: This rebuilding initiative aligns with Comcast's Project UP, which aims to provide safe and stable housing as a foundation for creating unlimited possibilities, reflecting the company's long-term commitment to community support.
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See More
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- Importance of Margin Recovery: Nike achieved a 1% revenue growth in the latest quarter while reducing inventory by 3%, indicating management's success in controlling inventory, which lays the groundwork for future margin recovery.
- Brand Loyalty Risk: The reliance on promotions to clear inventory has led to a 3.1% decline in gross margin to 41.4%, which may weaken brand loyalty and impact long-term profitability.
- Future Growth Potential: If Nike can achieve annual revenue growth of 4% to 6% while gradually improving operating margins, earnings per share are expected to grow significantly faster than revenue, enhancing shareholder returns.
- Execution is Key: In 2026, Nike must restore operating leverage by strengthening full-price sell-through, improving gross margins, controlling operating expenses, and maintaining healthy inventory turnover to ensure revenue stabilization translates into accelerated earnings.
See More
U.S. 15% Global Tariff Set to Be Implemented This Week
- Global Tariff Implementation: Treasury Secretary Bessent announced that the Trump administration will implement a 15% global tariff this week, which could significantly impact international trade relations, particularly with major trading partners.
- Tariff Rate Recovery Prediction: Bessent predicts that after the Supreme Court invalidated some of Trump's tariffs, U.S. tariff rates will return to previous levels within five months, potentially affecting domestic market price stability.
- Legal Basis for Replacement Tariffs: The new tariffs are being implemented under Section 122 of the Trade Act of 1974, with a 150-day validity period unless Congress approves an extension, which may create uncertainty in trade policy and affect long-term business planning.
- Legal Challenges and Enforcement Strength: Bessent noted that despite facing over 4,000 legal challenges, the new tariffs have strong enforcement capabilities, which could impact import prices in the short term, thereby affecting consumer spending and economic growth.
See More
Adidas Disappoints with 2026 Outlook, Shares Drop
- 2026 Profit Outlook: Adidas forecasts an operating profit of around €2.3 billion ($2.68 billion) for 2026, despite a €400 million negative impact from U.S. tariffs and unfavorable currency fluctuations, which is 15% below overall market expectations, potentially disappointing investors.
- Sales Growth Forecast: The company anticipates high single-digit revenue growth in 2026 based on 2025's total of €24.8 billion ($28.86 billion), indicating that Adidas faces significant challenges in a global sportswear market characterized by excess supply and shifting consumer preferences.
- Stock Price Volatility: Adidas shares fell as much as 8% on Wednesday morning, hitting a fresh 52-week low, and have nearly halved over the past year, reflecting ongoing investor skepticism about the company's future, particularly as it navigates turnarounds alongside competitors Puma and Nike.
- Executive Contract Extension: Adidas also announced the extension of CEO Bjørn Gulden's contract until 2030, signaling confidence in his strategic direction, as Gulden has been working to stabilize the company following its split with rapper Ye, which triggered a significant crisis for the brand.
See More
Adidas Provides Disappointing 2026 Outlook Amidst Challenges
- 2026 Revenue Outlook: Adidas anticipates revenue growth in the high single digits for 2026 from 2025's €24.8 billion ($28.86 billion), despite facing challenges from U.S. tariffs and unfavorable currency fluctuations, indicating vulnerability in a deteriorating market environment.
- Operating Profit Forecast: The company expects operating profit to reach around €2.3 billion, yet a €400 million negative impact from U.S. tariffs results in a profitability outlook that is 15% below market expectations, potentially leading to investor dissatisfaction and declining confidence.
- Sales and Profit Performance: Fourth-quarter sales were €6.1 billion, with profit at €164 million, both slightly missing FactSet estimates, demonstrating that Adidas's growth remains challenged amid external turbulence, which could affect future market performance.
- CEO Contract Extension: Adidas announced the extension of CEO Bjørn Gulden's contract until 2030, reflecting confidence in his strategy, particularly after the split with Ye, as Gulden's leadership is seen as crucial for stabilizing the company.
See More
Nike Stabilizes Sales but Must Restore Margins
- Sales Stabilization: Nike has stabilized its sales after consecutive declines, with a 1% revenue increase in the latest quarter and a 3% reduction in inventory levels compared to last year, indicating significant progress in inventory control; however, it must prove the sustainability of its profitability by 2026.
- Margin Challenges: Nike's gross margin fell by 3.1% to 41.4% in the latest quarter, reflecting the erosion of brand loyalty due to reliance on discounts to maintain volume, which compresses profit margins; the future investment case will focus on margin recovery.
- Future Growth Potential: While Nike does not need double-digit revenue growth, achieving a gradual increase in operating margins alongside annual revenue growth of 4% to 6% could significantly accelerate earnings per share, thereby supporting sustained shareholder returns.
- Key Metrics Monitoring: In 2026, Nike must focus on improving several operational metrics, including strengthening full-price sell-through, consistently increasing gross margins, controlling operating expenses, and maintaining healthy inventory turnover, as these factors will collectively determine the company's ability to regain control over demand, pricing, and cost structure.
See More
Los Angeles Rebuilds Hope and Unity After Wildfires
- Community Rebuilding Collaboration: Families in Los Angeles County affected by the 2025 wildfires received support from the LA Clippers, Habitat for Humanity, Nike, and Comcast NBCUniversal, who hosted three home-building events, assisting over 112 households in rebuilding their lives, showcasing strong corporate-community partnerships.
- Volunteer Engagement: Comcast NBCUniversal employee volunteers worked alongside Clippers players, coaches, and community members to construct homes, frame walls, and assemble furniture over several months, emphasizing that rebuilding is a shared responsibility that extends beyond corporate boundaries.
- Project UP Commitment: This rebuilding initiative aligns with Comcast's Project UP, which aims to provide safe and stable housing as a foundation for creating unlimited possibilities, reflecting the company's long-term commitment to community support.
- NBA All-Star Day of Service: During the 18th Annual NBA All-Star Day of Service, two families were recognized as new homeowners, highlighting the importance of teamwork and the significance of rebuilding lives during a global celebration of sports.
See More
