NKE · News · 20261005N

Market Demand Trends

NIKE, Inc. · 2026-10-05 · Importance 37 · Surprise 32

Nike’s fiscal 2027 first-quarter revenue declined 4% to $11.2 billion, indicating continued weakness in overall demand. Growth in Performance categories and North America was offset by sharp declines in Greater China, Sportswear, and Jordan. The reported demand deterioration is occurring amid a weaker consumer retail environment and is expected to require several quarters of recovery.

Key facts

• NIKE, Inc.'s share price has experienced an 81% drawdown from its 2021 high. source
• Rockland Trust Co. boosted its holdings in NIKE, Inc. by 14.9% in the third quarter and owned 633,768 shares after purchasing an additional 82,308 shares. source
• NIKE, Inc. stock has fallen nearly 50% in 2026. source
• Former NIKE, Inc. officer Matthew Friend proposed selling 19,572 Class B shares valued at approximately $658,266.26 with an approximate sale date of October 5, 2026. source
• NIKE, Inc. landed on a list of stocks that saw the most options volume over the last two weeks, according to Schaeffer's Senior Quantitative Analyst Rocky White. source
• Matthew Friend previously sold Class B shares on August 5, 2026, September 9, 2026, and September 30, 2026, according to the filing. source