NKE · Other

NIKE, Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Inventory Levels and CompositionImportance 13 · Surprise 6
  Third-party reporting links analyst downgrades to excess Jordan inventory at NIKE. The digest gives no inventory quantity, geography, or sell-through data. It provides no additional detail on how the excess inventory…
• Greater China PerformanceImportance 11 · Surprise 6
  Third-party reporting identifies pressure in China as a factor behind analyst downgrades of NIKE. The digest does not specify the source of the pressure or provide market, demand, or sales figures. It gives no further…

News · 2026-11-06

• Guidance / OutlookImportance 51 · Surprise 50
  NIKE expected sales to decline again in fiscal 2027, according to the report. It also expected near-term margin pressure, despite fiscal Q1 2027 gross-margin expansion of 60 basis points to 42.8%. Most savings from the…
• Guidance and OutlookImportance 51 · Surprise 50
  NIKE expects sales to decline again in fiscal 2027, following a 4.3% year-over-year revenue decrease in the first quarter. Management also expects near-term margin pressure. The reporting gives no quantified full-year…
• Revenue Performance and MixImportance 31 · Surprise 32
  NIKE reported fiscal Q1 2027 revenue of $11.2 billion, down 4.3% year over year and 1.6% below the $11.4 billion Zacks Consensus Estimate. The Performance portfolio grew in the high single digits in the quarter, while…
• Strategic Cost ReductionImportance 31 · Surprise 42
  NIKE is introducing Pace, a multi-year operating-model transformation intended to lower structural costs and improve execution. The reported plan indicates that most savings are expected later in the program, rather…
• Product Management and TransitionsImportance 25 · Surprise 32
  NIKE's Performance portfolio grew in the high single digits in the first quarter of fiscal 2027, indicating better momentum in performance products. Reporting also described improving performance-product momentum and…
• Geographic Revenue PerformanceImportance 20 · Surprise 24
  North America returned to growth in the first quarter of fiscal 2027, according to third-party reporting. In contrast, Greater China remains in a prolonged reset, and the reported recovery has been uneven. The…
• Gross Margin DriversImportance 18 · Surprise 14
  NIKE's fiscal Q1 2027 gross margin increased 60 basis points year over year to 42.8%. Selling and administrative expenses declined 3% in the quarter. The reported improvement in earnings came alongside lower revenue,…
• Distribution ChannelsImportance 17 · Surprise 24
  Third-party reporting cited pressure in NIKE's direct channel as a continuing challenge to the turnaround. The coverage did not quantify the channel pressure or describe a specific change in direct or wholesale…

News · 2026-11-05

• ESG and SustainabilityImportance 30 · Surprise 42
  Nike launched Vietnam’s first fully electric container barge with shipping partner CMA CGM to reduce logistics emissions. The barge is scheduled to operate on inland waterway routes connecting Nike’s Vietnamese…

News · 2026-11-04

• Product Management and TransitionsImportance 34 · Surprise 42
  NIKE is advancing its Sport Offense strategy through fresh launches, performance-driven innovation and more differentiated assortments to reinvigorate consumer demand. The product reset shifts emphasis toward…

News · 2026-11-02

• Revenue Performance and MixImportance 51 · Surprise 38
  Consensus estimates put Nike’s upcoming quarterly revenue at $11.12 billion, down 10.55% from the year-ago quarter. Full-year revenue is projected at $42.71 billion, down 7.95% from the preceding year. Upcoming…
• Tokenized Share Trading ObjectionImportance 25 · Surprise 42
  Nike objected to the tokenized trading of its shares on the ICE and OKX platform, meaning Nike equity will not be available there. Reporting says the objections are tied to a temporary SEC exemption that gives issuers…

News · 2026-10-31

• Revenue Performance and MixImportance 47 · Surprise 48
  Jordan Brand revenue peaked at $8.7 billion in fiscal 2024. By the end of fiscal 2026, revenue was down about 20% from that peak, a decline of roughly $1.74 billion. In the first quarter of fiscal 2027, Jordan Brand…
• Market Demand TrendsImportance null · Surprise null
  Jordan Brand had been a growth driver for Nike, but its sales growth weakened over the last three years as the broader athletic-apparel company struggled. Jordan Brand revenue peaked at $8.7 billion in fiscal 2024 and…

News · 2026-10-22

• Revenue Performance and MixImportance 48 · Surprise 40
  In fiscal Q1 2027, NIKE Direct revenue declined 8% year over year to $4.1 billion. NIKE Direct revenue fell 9% on a currency-neutral basis, indicating foreign-exchange effects moderated the reported decline. NIKE Brand…
• Distribution ChannelsImportance 48 · Surprise 40
  NIKE’s direct-to-consumer business remained under pressure in the first quarter of fiscal 2027, particularly in Greater China. NIKE Direct revenue declined 8% year over year to $4.1 billion and fell 9% on a…
• Workforce Reduction and RestructuringImportance 31 · Surprise 42
  Third-party reporting describes a NIKE restructuring plan that includes layoffs. The plan is part of a broader reset following reported sales weakness, including in Greater China. Reporting also highlights a renewed…

News · 2026-10-21

• Manufacturing And CapacityImportance 31 · Surprise 42
  Genon’s Vision AI inspection technology for NIKE footwear passed mass-production validation in Indonesia. The system uses high-resolution industrial cameras and dedicated lighting to identify defective outsoles and…

News · 2026-10-20

• Converse Revenue Decline and ResetImportance 47 · Surprise 48
  Converse sales fell 28% in Nike’s most recent quarter. Converse represents 2.5% of Nike’s sales but contributed 20% of the company’s quarterly sales decline. The brand’s dependence on Chuck Taylor high-tops is under…
• Converse Strategic ResetImportance 47 · Surprise 48
  Converse sales fell 28% in the most recent quarter, despite representing only 2.5% of Nike’s sales, and contributed 20% of Nike’s overall sales decline. The brand’s Chuck Taylor high-tops are described as out of step…
• Restructuring and HeadcountImportance 37 · Surprise 42
  Nike is rolling out a restructuring plan under CEO Elliott Hill that includes layoffs across parts of the business. The plan targets a reset of core footwear franchises in sportswear, Jordan and Greater China as sales…
• Product Management and TransitionsImportance 30 · Surprise 42
  Nike is targeting a reset of core footwear franchises across sportswear, Jordan and Greater China as sales weaken in those areas. The product and franchise reset is being pursued alongside a broader restructuring under…

News · 2026-10-16

• Competition and Market PositionImportance 17 · Surprise 24
  Morningstar continues to view Nike as the leader in the athletic apparel market, but increased competition has weakened its competitive positioning. The report cites product development issues, soft sportswear demand,…

News · 2026-10-14

• Distribution ChannelsImportance 31 · Surprise 42
  Valuedynamx launched Points Partners, an online shopping journey that allows Tesco Clubcard members to collect points across more than 500 retail brands. Nike is among the participating retailers, alongside Lego,…
• Competition and Market ShareImportance 20 · Surprise 24
  A third-party sports-retailing report says sports equipment is growing faster than sportswear, while Asia Pacific and Middle East & Africa are identified as leading growth regions. The report indicates that Lululemon…

News · 2026-10-13

• Competition and Market ShareImportance 17 · Surprise 40
  Piper Sandler’s semi-annual teen survey found that Nike continues to lose mindshare among teenagers in footwear. On Running is gaining mindshare, particularly among teen boys, indicating increased competitive pressure…

News · 2026-10-12

• Distribution ChannelsImportance 23 · Surprise 24
  NIKE is expanding its direct-to-consumer business through its digital ecosystem, including the NIKE app, website and membership programs. These channels are intended to provide personalized shopping experiences and…
• Strategic InitiativesImportance 23 · Surprise 24
  NIKE continues investing in digital transformation to expand its direct-to-consumer business and reinforce its global athletic footwear and apparel position. Its NIKE app, website, and membership programs are being…

News · 2026-10-09

• Litigation and Legal RiskImportance 17 · Surprise 24
  Johnson Fistel, PLLP announced an investigation into potential claims on behalf of NIKE, Inc. long-term shareholders. The inquiry concerns alleged breaches of fiduciary duty by Nike’s officers and directors.…

News · 2026-10-08

• Guidance / OutlookImportance 74 · Surprise 68
  Management’s fiscal 2027 guidance calls for a high-single-digit revenue decline. The guidance includes expected fiscal 2027 EPS of $1.15–$1.35. The projected revenue contraction and EPS range imply continued financial…
• Guidance and OutlookImportance 74 · Surprise 68
  Third-party reporting said management’s fiscal 2027 outlook calls for a high-single-digit revenue decline. Reported fiscal 2027 EPS guidance was $1.15–$1.35, described as materially below consensus expectations.…
• Greater China PerformanceImportance 65 · Surprise 66
  Third-party reporting says Nike has underestimated Chinese shoppers, contributing to deteriorating performance in the market. Sales in Greater China fell 26% in fiscal first-quarter 2027, an annual decline exceeding…
• Capital Return ProgramImportance 40 · Surprise 42
  Nike’s dividend yield was reported at 4.8% following the share-price decline. Reported payout ratios exceed 100% of forward EPS guidance, indicating that projected earnings do not fully cover the dividend. Recent…
• Revenue Performance and MixImportance 13 · Surprise 6
  Nike reported that fiscal first-quarter 2027 revenue declined from the prior-year period. Net income also declined year over year in the same quarter. The reported deterioration was concentrated in operating…

News · 2026-10-07

• Revenue Performance and MixImportance 84 · Surprise 84
  Nike’s revenue, earnings, and free cash flow are expected to decline for a third consecutive year. Management guides fiscal 2027 revenue down by a high-single-digit percentage and EPS down 20%. First-quarter fiscal…
• Guidance and OutlookImportance 84 · Surprise 84
  Management reportedly guides fiscal 2027 revenue down by a high-single-digit percentage and EPS down 20%. The reported outlook implies a third consecutive year of revenue decline. The deterioration is attributed to…
• Competition and Market PositionImportance 61 · Surprise 66
  Third-party reporting identifies industry saturation, intensified competition, and brand fatigue as structural pressures on Nike’s growth. Nike is reportedly attempting to rebuild its premium brand positioning. In…
• Greater China PerformanceImportance 47 · Surprise 48
  Nike’s Greater China revenue declined 28% in the first quarter of fiscal 2027. The weakness was attributed to soft consumer demand and rising competition from Chinese domestic sportswear brands. The reporting indicates…

News · 2026-10-05

• Guidance and OutlookImportance 68 · Surprise 68
  Management expects NIKE’s fiscal 2027 revenue to decline at a high-single-digit rate. Reported commentary indicates EBIT is expected to fall faster than revenue, reflecting continued margin pressure. One report…
• Strategic Cost ReductionImportance 58 · Surprise 42
  Nike is targeting $2.5 billion of Pace savings through fiscal 2031. The program is intended to address near-term revenue pressure while preserving spending on innovation and marketing. Separate reporting also linked…
• Revenue Performance and MixImportance 49 · Surprise 32
  NIKE’s fiscal 2027 first-quarter revenue fell 4% year over year to $11.2 billion. Performance categories and North America delivered growth, but declines in Greater China, Sportswear, and Jordan more than offset those…
• Market Demand TrendsImportance 37 · Surprise 32
  Nike’s fiscal 2027 first-quarter revenue declined 4% to $11.2 billion, indicating continued weakness in overall demand. Growth in Performance categories and North America was offset by sharp declines in Greater China,…
• Restructuring and HeadcountImportance 31 · Surprise 42
  NIKE announced a restructuring plan in connection with its fiscal 2027 first-quarter results. The plan is expected to result in employee layoffs, indicating workforce reductions as part of the turnaround. The reported…
• Product Management and TransitionsImportance 23 · Surprise 24
  Nike’s Performance categories were identified as a relative growth area in the fiscal 2027 first quarter. Sportswear and Jordan experienced sharp declines, highlighting uneven demand across Nike’s key product…

News · 2026-10-04

• Guidance / OutlookImportance 67 · Surprise 66
  Nike reported a revenue decline in fiscal Q1 2027 and indicated that top-line contraction will accelerate throughout fiscal 2027. Sales in China fell 26% year over year, exceeding the 10% materiality threshold. Growth…
• Revenue Performance and MixImportance 47 · Surprise 48
  Nike reported a revenue decline in fiscal Q1 2027. Sales in China fell 26% year over year, representing a material geographic deterioration. Nike told investors that top-line shrinkage will accelerate throughout fiscal…
• Greater China PerformanceImportance 47 · Surprise 48
  Third-party reporting said Nike’s sales in China fell 26% in fiscal Q1 2027. The report also said growth in developing regions had stalled. These trends indicate weakening demand across Greater China and other emerging…

News · 2026-10-03

• Operating Expense TrendsImportance 39 · Surprise 50
  Selling and administrative expense declined 3% to $3.9 billion in fiscal first quarter 2027. The expense reduction accompanied a 4% year-over-year revenue decline to $11.2 billion. NIKE also unveiled the Pace…
• Revenue Performance and MixImportance 35 · Surprise 14
  NIKE reported fiscal first-quarter 2027 revenue of $11.2 billion for the period ended August 31, 2026, down 4% year over year on a reported basis and 5% on a currency-neutral basis. Growth in Performance categories was…
• Strategic Cost ReductionImportance 31 · Surprise 42
  NIKE introduced its Pace initiative to reduce costs as part of a broader effort to restore brand strength. Third-party reporting characterizes the strategy as deliberately reducing product volume and retreating from…
• Guidance and OutlookImportance 31 · Surprise 42
  NIKE reportedly told investors that business conditions could deteriorate before improving. The forward view reflects continued weakness in Sportswear, Jordan Brand, and Greater China, despite strength in performance…
• Gross Margin DriversImportance 18 · Surprise 14
  NIKE’s fiscal first-quarter gross margin increased 60 basis points to 42.8%. The margin expansion occurred despite reported revenue declining 4% to $11.2 billion. The digest does not identify the specific product,…
• Market Demand TrendsImportance 17 · Surprise 24
  NIKE reported growth in its performance categories during fiscal 2027 first quarter. That growth was offset by continued weakness in Sportswear and the Jordan Brand. Greater China also remained a weak market,…

10-Q · 2026-10-02

• Asia Pacific & Latin America PerformanceImportance 41 · Surprise 22
  Asia Pacific & Latin America revenue was flat on a currency-neutral basis, with higher revenue in Southeast Asia & India and Central & South America offset by lower revenue in Japan, Korea and Mexico. Wholesale revenue…
• Income Tax Rate ChangesImportance 39 · Surprise 50
  The effective tax rate increased to 22.7% in the first quarter of fiscal 2027 from 21.1% in the prior-year period, a 160-basis-point increase. The increase was primarily due to foreign tax audit settlements recognized…
• Liquidity and Cash PositionImportance 37 · Surprise 6
  Cash and equivalents plus short-term investments totaled $8.4 billion as of August 31, 2026. The portfolio primarily consisted of commercial paper, corporate notes, bank deposits, money market funds, U.S. Treasury…
• North America PerformanceImportance 35 · Surprise 14
  North America revenue increased 2% on a currency-neutral basis, led by a 9% increase in wholesale revenue. NIKE Direct revenue declined 6%, with both digital and store sales down 6%. Footwear revenue increased 1% on a…
• Foreign Tax Audit SettlementsImportance 29 · Surprise 50
  NIKE's effective tax rate increased from 21.1% to 22.7% in the first quarter of fiscal 2027. Management attributed the increase primarily to foreign tax audit settlements recognized during the current year. The filing…