NKE · 10-Q · 2026Q3 · Full report

North America Performance

NIKE, Inc. · 2026-10-02 · Importance 35 · Surprise 14 · Matches filing data

North America revenue increased 2% on a currency-neutral basis, led by a 9% increase in wholesale revenue. NIKE Direct revenue declined 6%, with both digital and store sales down 6%. Footwear revenue increased 1% on a currency-neutral basis as unit sales rose 2%, while apparel revenue increased 6% with higher average selling prices driving the growth. Gross margin expanded 110 basis points, supported by higher average selling prices and lower warehousing and logistics costs, partially offset by higher product costs and discounts.

Key facts

• Reported EBIT for North America was $1,170 million for the three months ended August 31, 2026 compared to $1,134 million for the three months ended August 31, 2025. source
• North America revenues were $5,127 million for the three months ended August 31, 2026 compared to $5,020 million for the three months ended August 31, 2025. source
• North America revenues increased 2% on a currency-neutral basis and wholesale revenues increased 9%, while NIKE Direct revenues decreased 6% due to declines in digital sales of 6% and declines in store sales of 6%. source

Impact estimates