August 2025
Some of what is in this month’s Inside Finance report:
Saks Global (USA): The company is facing significant financial difficulties, with S&P Global labeling its new $600 million financing package as “tantamount to a default.”
Lululemon (Canada): While recently outperforming the activewear market, analysts at Jefferies have identified concerns.
Levi Strauss (USA): Levi’s reported strong Q2 sales, up 6% to $1.45 billion. The company’s growth strategy, particularly in women’s apparel and tops, is yielding positive results.
Nike (USA): Nike experienced a significant decline in Q4 revenue, down 12%, and is implementing a new “sport offense” strategy to drive distinction in key sports.
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