NKE · News · 20260822N

Competition and Market Share

NIKE, Inc. · 2026-08-22 · Importance 17 · Surprise 24

A survey of more than 500 Morgan Stanley interns found Nike losing ground among sneaker brands to On and Hoka. The findings indicate competitive pressure from these brands among younger, fashion-conscious consumers. No quantitative market-share change or financial impact was reported.

Key facts

• A survey of over 500 Morgan Stanley interns found Nike losing ground to On and Hoka in sneaker brand preferences. source
• Nike's forward yield is approximately 4%. source
• Nike now yields more than Coca-Cola. source