Which Retailers Could Suffer From a Nike Revival? Morgan Stanley has Ideas. | Global News Avenue

According to Morgan Stanley analysts, the new balance, ASIC and Lululemon should stick out their toes.

Nike (slip) It’s unlikely Promote turnover Until 2026, Morgan Stanley said in a note published Before Nike’s scheduled revenue is released Thursday afternoon. (The result will be the second of the new CEO.) However, its recovery may cause problems for New Balance, Asics and Lululemon (LuluAnalysts say because they “have “get disproportionately from (Nike) mistakes” over the past five years.

Analysts say Nike stumbled upon New Balance in recent years with the greatest risk, as it has gained market share and momentum in online searches. They added that, despite this, New Balance may compete directly with Nike as it focuses more on lifestyle footwear than sneakers.

ASICs have grown revenues in recent years and have sold comparable products, analysts said. (ASIC, transaction over-the-counter In the United Statesthere is a main list in Japan. The new balance is not publicly traded. )

“The brand’s similar focus areas to (Nike) (both looking to expand its share of wholesale and professional operating categories) can pose risks, especially if (Nike) successfully launches high-end products,” Morgan Stanley said.

Morgan Stanley said Lululemon’s recent market share and revenue growth also made it vulnerable. Nike is Release clothing series with reality TV star Kim Kardashian Analysts say trying to attract women who might buy Lululemon.