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Nike fundamentals still under pressure despite CEO change, says Truist

Truist keeps a Hold rating and $85 price target on Nike, noting that the company’s announcement of a CEO change has now been “priced in” while its fundamentals remain “under pressure”, capping the stock’s near-term upside. Truist further notes that the current expectations for a sales ramp in the second half of FY25 “look optimistic”, and it sees a potential turnaround as a “long and uncertain process”, particularly given the current choppy macro environment and competition from higher-heat brands that continues to accelerate.

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