All articles tagged with #pricing pressure
Dick's Sporting Goods’ disappointing Q2 results and a cut to full-year guidance highlight renewed pricing pressure and shifting demand in athletic footwear, signaling renewed headwinds for Nike as promotions on older Nike silhouettes persist and competitors gain ground; Dick's shares plunged about 30% on the news, and Nike’s turnaround remains uncertain with forecasts pointing to flat or declining revenue in the near term.
Tim Cook told the Wall Street Journal that iPhone price increases are unavoidable due to a persistent memory chip price crunch; Apple has been absorbing higher component costs in 2026, but the upcoming iPhone 18 may carry higher prices (potentially up to $200 more than the iPhone 17), with Pro models possibly facing roughly $150 extra in parts costs.
ECB official Sabine Schnabel warned that signs of supply-chain disruption are re-emerging in Europe, with more manufacturers planning price hikes and households adjusting inflation expectations; she suggested that a broader energy-price shock could force tighter monetary policy.
HSBC analyst Rajesh Kumar downgraded Eli Lilly (LLY) from Hold to Sell, arguing that pricing dynamics and a downsized total addressable market, intensified competition from Novo Nordisk, and potential headwinds for Lilly’s oral obesity drug orforglipron could limit upside; he cut the price target from $1,070 to $850 as TAM is viewed at about $80–120B versus consensus around $150B+, while the broader market remains bullish with a Strong Buy consensus and ~36% upside over the next year.