News of the Week (March 30 - April 3, 2026) The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp Sheet * The average FCF dropped sharply since January 3rd from 2.1x to
Nike (NKE) Q3 2026 Earnings Review Table of Contents a. Key Points * North America and the running category continue to be the highlights. * Ongoing struggles in China and new challenges in Europe, the Middle East and Africa (EMEA). * Margins
News of the Week (March 23-27, 2026) Table of Contents * 1. Updated Fast Growth PEG Ratio Comp Sheet * 2. Meta (META) – Legal Issues & More * a. Legal Issues * b. More * 3. Uber (UBER) – AVs & Freight * a. AVs * b. Freight