Stock Movers Nike Slumps; RH Falls; Disney Rises
Apr 1, 2026
Market movers and shakers: a major apparel brand warns of declining revenue and a slow turnaround. An upscale furniture retailer cuts its forecast amid execution and supply-chain headaches. A media and theme-park giant gets an upgrade tied to park expansion and renewed investor optimism.
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Nike Forecast Signals Global Headwinds
- Nike gave a gloomy outlook with revenue expected down 2%–4% in the current quarter and low-single-digit declines for the rest of the year.
- Isabelle Lee said inventories in Europe and the Middle East plus weakness in China and war-related disruption overshadowed strong North America holiday sales.
RH Revenue Miss Points To Weaker Demand
- RH plunged nearly 20% after forecasting Q1 revenue below analyst estimates and citing execution and supply-chain disruption.
- Bloomberg Intelligence flagged a 2%–4% Q1 revenue decline and prior Q4 misses indicating weakening demand may extend beyond Q1.
Disney Upgrade Highlights Recovery Opportunity
- Raymond James upgraded Disney to outperform, calling current macro and international visitation headwinds an attractive entry point and setting a $115 target.
- Isabelle noted Disneyland Paris expanding with a Frozen attraction as part of a multibillion-dollar effort to boost visits.