Hibbett, Inc. Price & Performance (HIBB)

JD Sports has reported organic revenue growth of 5.8% for its fiscal year, with recent acquisitions Hibbett and Courir performing as expected. The retailer plans to open 150 new stores and upgrade 100, but anticipates lower like-for-like sales and increased costs, especially due to potential tariff changes and higher UK labor expenses.123

Nike’s latest quarterly results revealed a 7% year-over-year revenue decline, with margins contracting due to increased promotions and weak North American demand. While earnings per share beat forecasts, the company’s turnaround remains slow, and its stock has dropped over 22% this year, reflecting continued investor caution.45

Barclays has upgraded JD Sports to ‘equal weight,’ noting improved capital discipline but questioning flat profit guidance despite major acquisitions and expansion. The brokerage highlights ongoing risks from tariffs and macroeconomic uncertainty, emphasizing the need for JD to demonstrate that recent investments will drive meaningful earnings growth.63