NKE · 8-K · 20260623PR000070

IEEPA Tariff Recovery

NIKE, Inc. · 2026-06-23 · Importance 34 · Surprise 42 · In source text

NIKE expects fourth-quarter fiscal 2026 results to include a benefit from tariff refunds that was excluded from its prior guidance. The company said fourth-quarter results, excluding the one-time tariff-refund benefit, are expected to be generally in line with previously provided guidance. NIKE will report fourth-quarter and fiscal-year 2026 results on June 30, 2026, at 2:00 p.m. Pacific Time.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomepositiverealized—These results will include a benefit from tariff refunds that was not contemplated in the company’s previously provided guidance.