NKE · 8-K · 20261001PR000184
Supply Chain Optimization
NIKE, Inc. · 2026-10-01 · Importance 58 · Surprise 42 · No source text
Pace includes efforts to modernize NIKE’s global supply chain. The operating model also includes establishing a new campus in India to fuel enterprise capabilities and realigning the organization to three geographies. NIKE expects Pace to deliver approximately $2.5 billion in cumulative savings through fiscal 2031, indicating a material planned change to operating and supply-chain infrastructure.
Key facts
- Inventories were $7.8 billion, down 3 percent source
- Total current assets were $23,673 million as of 8/31/2026 versus $23,898 million as of 8/31/2025, a -1% change source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | negative | realized | -0.6% | Inventories were $7.8 billion, down 3 percent |