Bryan Garnier - Consumer, Brands Retail: Nikeâ€™s Q4 2019 revenue beat in North America but margin miss due to DTC investments

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Bryan Garnier

Cedric Rossi

Consumer, Brands & Retail: Nikeâ€™s Q4 2019 revenue beat in North America but margin miss due to DTC investments

Consumer, Brands & Retail
Nikeâ€™s Q4 2019 revenue beat in North America but margin miss due to DTC investments

North America beat tempered expectations in Q4
Q4 EPS of 62Â¢ vs. CS of 66Â¢
No surprise to FY20 outlook at this stage
Is this publication enough to catch up with ADS (+46% ytd)?

28/06/2019 3 EN

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Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Cedric Rossi

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Consumer, Brands & Retail: Nikeâ€™s Q4 2019 revenue beat in North America but margin miss due to DTC investments

Fastned: H1 results, GM recovery, roll-out acceleration expected in H2

Avantium: financing package update

Valneva : Strong H1 - Key Lyme vaccine catalyst ahead in Q4

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