NKE · 8-K · 20261001PR000184
Geographic Revenue Performance
NIKE, Inc. · 2026-10-01 · Importance 59 · Surprise 48 · No source text
North America revenue increased 2% to $5.127 billion, led by 1% footwear growth and 6% apparel growth. Europe, Middle East & Africa revenue declined 5% to $3.176 billion, despite 5% growth in both apparel and equipment. Greater China revenue fell 22% reported and 26% currency-neutral to $1.180 billion, with footwear down 22% reported and 26% currency-neutral. Asia Pacific & Latin America revenue decreased 2% to $1.463 billion on a reported basis and was flat currency-neutral.
Key facts
- Greater China total divisional revenue was $1,180 million, down 22% (reported) and down 26% excluding currency source
- North America total divisional revenue was $5,127 million, up 2% (excluding currency) versus prior year source
- Greater China EBIT was $248 million, down 34% versus prior year source
- North America EBIT was $1,170 million, up 3% versus prior year source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -0.7% | Greater China total divisional revenue was $1,180 million, down 22% (reported) and down 26% excluding currency |
| operating_income | negative | realized | -0.3% | Greater China EBIT was $248 million, down 34% versus prior year |
| revenue | positive | realized | +0.2% | North America total divisional revenue was $5,127 million, up 2% (excluding currency) versus prior year |