Research library
Research Note · Companies
Blockhaven's September 24, 2026 initiation on NIKE: distribution is recovering, but consumer demand and profit repair are not yet proven. A dated research record; the October 9, 2026 update lowered the rating and replaced the base case.
2 min read
Research Note · Companies
Blockhaven's October 9, 2026 update on NIKE: the first quarter matched guidance but the full-year guidance did not, and Blockhaven lowers NKE to 2/5 Cautious at the October 8 close. A dated research record that supplements the September 24 initiation.
3 min read
Dated notes on individual companies, each saying why it was written. They live under Companies, with the latest reported quarter beside them.
ABBV
Published Oct 20, 2026
Event Oct 14, 2026
AbbVie expanded its board from twelve to thirteen directors on Oct 14, 2026 and appointed Dr. John M. Carethers a Class II director, according to a Form 8-K filed Oct 15, 2026.
AbbVie · Published because: A director appointment dated Oct 14, 2026 was disclosed in a Form 8-K filed Oct 15, 2026.
MRK
Published Oct 20, 2026
Event Oct 9, 2026
Merck announced on Oct 13, 2026 the election of Paul J. Diaz to its board, effective Nov 1, 2026; the Form 8-K filed that day dates the earliest event it reports Oct 9, 2026.
Merck · Published because: A director election was disclosed in a Form 8-K filed Oct 13, 2026, which dates the earliest event it reports Oct 9, 2026; the election takes effect Nov 1, 2026.
ABBV
Published Oct 20, 2026
Event Jul 31, 2026
Revenue growth moderated to 10.2% from 12.4%, and operating margin widened 613 basis points to 37.9%.
AbbVie · Published because: Blockhaven's first note on Q2 FY2026, whose results were filed Jul 31, 2026: the latest reported quarter sent mixed signals.
CCL
Published Oct 20, 2026
Event Sep 29, 2026
Blockhaven's read of Carnival's Q3 FY2026: revenue of $8.44 billion (+3.5% year over year), and how growth, margins and profit moved against the prior quarter.
Carnival · Published because: Blockhaven's first note on Q3 FY2026, whose results were filed Sep 29, 2026: the latest reported quarter showed a weaker trajectory.
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Research Note · Companies
Blockhaven's September 24, 2026 initiation on NIKE: distribution is recovering, but consumer demand and profit repair are not yet proven. A dated research record; the October 9, 2026 update lowered the rating and replaced the base case.
2 min read
Research Note · Companies
Blockhaven's October 9, 2026 update on NIKE: the first quarter matched guidance but the full-year guidance did not, and Blockhaven lowers NKE to 2/5 Cautious at the October 8 close. A dated research record that supplements the September 24 initiation.
3 min read