CNBC's "Fast Money" Nike, Fedex Report Results… And Insmed Drops On Disappointing Results 12/18/25
Dec 18, 2025
This discussion features Tim Seymour, an insightful investor, Sarah Eisen, a sharp CNBC correspondent, and Frank Holland, an astute business reporter. They dive into Nike's mixed quarterly results, highlighting a significant dip in China sales and the ongoing management debate around turnaround strategies. FedEx's impressive U.S. performance is contrasted with anticipated freight margin challenges. They also tackle Insmed's stock slump post-drug trial failure and explore implications for the biotech sector, painting a compelling picture of the current market landscape.
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Nike Showing Green Shoots, China Is The Weak Link
- Nike shows early turnaround signs with North America and wholesale strength despite flat overall growth.
- China weakness and margin pressure from tariffs and discounting keep the recovery timeline uncertain.
Buy Nike Weakness For Long-Term Positions
- If you're building a long-term Nike position, consider buying the weakness.
- The turnaround shows consecutive quarters of revenue growth and improving margins, making it a place to add.
FedEx Beats Led By U.S. Execution
- FedEx's U.S. operations drove the beat with strong ground delivery volumes and pricing power.
- Freight margins lagged due to lower volumes, hiring, and spinoff charges, creating a mixed picture.