On Tuesday, Coty Inc. $COTY, the parent company of beauty brands such as CoverGirl, lowered its profit forecast for the fiscal year 2025. This adjustment, attributed to macroeconomic challenges and ongoing tariff uncertainties, has had a noticeable effect on the company’s stock price, which dropped by approximately 3% in after-hours trading. Additionally, Coty announced that it would delay its upcoming investor day by several months, further highlighting the company's cautious approach amidst these unpredictable economic conditions.

As Nike prepares to announce its quarterly results, expectations are set for the sharpest revenue decline in nearly five years. This situation highlights the significant challenges facing the global leader in sports clothing and footwear. This article examines the primary factors affecting Nike's performance and their potential implications for the company and its retail partners.