NKE · 10-K · 2026A · Full report

Supply Chain Constraints

NIKE, Inc. · 2026-07-15 · Importance 24 · Surprise 6

NIKE states it generally orders product at least four to five months in advance of sale, driven by advanced orders from external wholesale customers and internal direct-to-consumer operations, indicating multi-month sourcing and production lead times. The company highlights that product pricing may change during the production process, creating exposure to cost variability. Timing of wholesale shipments affects accounts receivable and working capital, linking supply chain timing to liquidity. These disclosures imply inventory planning and order cadence are critical to matching supply with demand and managing cash flow.

Key facts

• NIKE generally orders product at least four to five months in advance of sale. source