#gross-margin

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#nike #tariffs #supply-chain #cost-to-serve #product-led-cost-management #saas-economics #ai #dram #foundry
fromDigiday
2 days ago

Nike details further fallout from tariffs as it marks nearly one year under CEO Elliott Hill.

Nike yesterday revealed that it expects $1.5 billion in gross incremental costs, on an annualized basis, because of tariffs. That's a 50% increase from Nike's last estimate, provided in June, of $1 billion. Meanwhile, Nike's gross margin for its first fiscal quarter of 2026 decreased 320 basis points, in part due to "increased product costs, including new tariffs, and channel mix headwinds," EVP and CFO Matthew Friend said on a call with analysts.
Business
Productivity
fromLogRocket Blog
1 week ago

Product-led FinOps: Cut waste, reinvest, and build better - LogRocket Blog

Product teams should surface and manage cost proactively using cost-to-serve signals to guide decisions, improve margins, and preserve product velocity and outcomes.
Business
from24/7 Wall St.
1 month ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
Cars
from24/7 Wall St.
1 month ago

Live Earnings: Rivian Delivers Q2 Results After the Bell

Rivian targets 150,000 vehicle deliveries in 2025, focusing on margins and delivery performance in Q2.
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