NKE · News · 20261022N
Revenue Performance and Mix
NIKE, Inc. · 2026-10-22 · Importance 48 · Surprise 40 · No source text
In fiscal Q1 2027, NIKE Direct revenue declined 8% year over year to $4.1 billion. NIKE Direct revenue fell 9% on a currency-neutral basis, indicating foreign-exchange effects moderated the reported decline. NIKE Brand Digital sales decreased 13% year over year, while NIKE-owned store revenue declined 5%. The direct-to-consumer weakness was particularly concentrated in Greater China.
Key facts
- NIKE Direct revenues declined 8% year over year to $4.1 billion and fell 9% on a currency-neutral basis in the first quarter of fiscal 2027. source
- NIKE's 1-year total shareholder return has declined 43.88%. source
- Over the past month, NIKE shares have returned +4.1%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -0.8% | NIKE Direct revenues declined 8% year over year to $4.1 billion and fell 9% on a currency-neutral basis in the first quarter of fiscal 2027. |