NKE · 8-K · 20260630PR000076

Distribution Channels

NIKE, Inc. · 2026-06-30 · Importance 54 · Surprise 40 · No source text

Wholesale revenue increased 4% on a reported basis and 1% on a currency-neutral basis in the fourth quarter to $6.6 billion. Fiscal 2026 wholesale revenue rose 6% on a reported basis and 4% on a currency-neutral basis to $27.5 billion. NIKE Direct revenue declined 7% reported and 9% currency-neutral in the fourth quarter to $4.1 billion. The fourth-quarter NIKE Brand Digital channel fell 12%, while NIKE-owned store revenue declined 7%; for the full year, NIKE Brand Digital fell 12% and NIKE-owned stores fell 4%.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativerealized-3.3%NIKE Direct revenues for the twelve months were $17.7 billion, down 6 percent on a reported basis and down 8 percent on a currency-neutral…
revenuenegativerealized-2.4%NIKE Direct revenues for the twelve months were $17.7 billion, down 6 percent on a reported basis and down 8 percent on a currency-neutral…
revenuenegativerealized-0.7%NIKE Direct revenues for the fourth quarter were $4.1 billion, down 7 percent on a reported basis and down 9 percent on a currency-neutral…
revenuepositiverealized+0.6%Wholesale revenues for the fourth quarter were $6.6 billion, up 4 percent on a reported basis and up 1 percent on a currency-neutral basis