Stock Movers Week Ahead: Nike, Beyond Meat, RH
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Mar 29, 2026 Alexandra Semenova, Bloomberg equities reporter with retail and consumer expertise. She previews Nike’s fragile China recovery and how a surprise could move the stock. She breaks down Beyond Meat’s accounting hiccups and sales slump. She outlines RH’s sales growth, tariff risks, and what investors will watch in management commentary.
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Nike Turnaround Depends On China Recovery
- Nike's turnaround hinges on China where sales are deeply negative and a swing factor for revenue and earnings.
- Analysts expect low single-digit revenue declines and gross margin contraction in fiscal Q3, with China sales estimated down 16% and operating margin down 500 bps.
Options Signal Big Nike Post Earnings Move
- Options markets price about a 7.6% share move after Nike's earnings, signalling that a positive surprise could trigger a strong rally.
- UBS and Deutsche Bank have trimmed price targets, so beating expectations could shift sentiment quickly.
Beyond Meat Grapples With Accounting And Sales Pressure
- Beyond Meat now faces accounting overhang after delaying results and identifying errors tied to inventory and internal controls.
- The company expects preliminary Q4 net revenues around $61m and to remain unprofitable amid weaker demand and competition from cheaper proteins.