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Today is Friday, December 19, 2025.
The Early Bird Index today is 81.08.
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Nike's Continued China Plunge
Despite posting good financial earnings results on Thursday, shares of Nike $NKE ( ▼ 0.09% ) declined by 10.76% in after-hours trading.
Financials: Nike reported earnings of 53 cents per share in the past quarter and revenue of $12.4 billion. Both were better than expected.
Details: Revenue grew 1% (analysts had projected a decline) due to a 7% uptick in North America and an 8% jump in the wholesale business.
Powering the Story: However, Nike’s China business struggled in the past quarter, posting a 13% revenue decline.
Early Bird’s Nest Egg Gains: Nike’s China business is still struggling because it faces a mix of weak consumer demand, heavy local competition, brand/pricing missteps, and margin pressure from tariffs and discounting that make a clean reset hard.
Final Thoughts: It’s more of the same for Nike investors. The stock was previously down 10% this year.
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Notables
Notable Earnings Today: Conagra (NYSE: CAG), Lamb Weston (NYSE: LW), Paychex (Nasdaq: PAYX), Winnebago (NYSE: WGO), Carnival (NYSE: CCL).
Notable IPOs Today: TGE Value Creative Solutions Corp (NYSE: BEBE), Osprey Bitcoin Trust Common Units of Beneficial Interest (Nasdaq: OBTC), Silicon Valley Acquisition Corp. Units (Nasdaq: SVAQU).
Notable Equity Crowdfunding Campaigns Ending Today: Vilt Health (Wefunder), Donna’s Pickle Beer (Wefunder), EcoSave Technologies (Wefunder), O2 Treehouses (Wefunder), Lauzon (Wefunder), PittMoss (Wefunder), Emeroth Studios (Republic), Edinburgh Street Food (Crowdcube).
Notable Economic Events Today: Core PCE Price Index / PCE Price Index (8:30 a.m. ET), Personal Spending (8:30 a.m. ET), Existing Home Sales (10:00 a.m. ET), Michigan Consumer Expectations / Sentiment (10:00 a.m. ET).
FedEx's Opposing Segments
FedEx $FDX ( ▲ 1.74% ) posted better-than-expected financial earnings results on Thursday, and the stock ticked up 0.13% in after-hours trading.
Financials: FedEx reported earnings of $4.82 per share in the past quarter and revenue of $23.5 billion. Both were better than expected.
Details: Operating results for the company’s Federal Express segment improved due to higher package yields, cost savings, and increased U.S. domestic package volume.
Yes, But: Operating results for the company’s freight segment fell due to lower shipments and higher wage costs. The freight segment will eventually spin off as a separate business.
Final Thoughts: Shares of FedEx are up about 9% in the last 30 days.
KB Home’s Delivery Decrease
Good financial earnings results for the homebuilding company KB Home $KBH ( ▼ 0.3% ) couldn’t save the stock from a 2.79% decline in after-hours trading on Thursday.
Financials: KB Home reported earnings of $1.92 per share in the past quarter and revenue of $1.69 billion. Both were better than expected.
Final Thoughts: The number of homes delivered in the period fell 9%, which worried investors. KB Home’s stock is down this year.
Trends to Watch
More Losses: Altcoins plunge as bitcoin's $85,000 test triggers $550 million in liquidations (CoinDesk)
Divestment: TikTok signs deal for U.S. unit after yearslong saga (Axios)
Potentially Dubious: Trust these numbers? Economists see a lot of flaws in delayed CPI report showing downward inflation (CNBC)
Mango-nificent: Meta Is Developing a New AI Image and Video Model Code-Named ‘Mango’ (Wall Street Journal)
Not So Stable: JPMorgan reiterates it doesn’t see a trillion-dollar stablecoin market by 2028. Here’s why (The Block)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
