North America

Europe, Middle East & Africa

Greater China

Asia Pacific & Latin America

Other

Revenue by Geography

Revenue segments as reported by the company.

Footwear

Apparel

Equipment

Global Brand Divisions

Converse

Corporate

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Demand Creation

Operating Overhead

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

NIKE

Hurley is an American multinational corporation that is engaged in the design, development, manufacturing, worldwide marketing and selling of surf apparel and accessories. The company's headquarters is in Costa Mesa, California. Since 2002, Hurley has been owned by Nike, Inc.

Hurley

Converse is an American shoe company that primarily produces skating shoes and lifestyle brand footwear and apparel. Founded in 1908, it has been a subsidiary of Nike, Inc. since 2003. Converese is best known for their Chuck Taylor All-Stars line of sneakers.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa, Greater China, Asia Pacific and Latin America, Global Brand Divisions, Converse, and Corporate. The North America, Europe, Middle East, and Africa, Greater China, Asia Pacific and Latin America segments refers to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions represent its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment consists of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

NIKE surpasses $50B revenue milestone, eyes digital and China growth

NIKE's fiscal 2023 was marked by exceptional revenue growth and a strong digital presence, with a focus on deepening consumer engagement. Looking ahead to fiscal 2024, the company aims for mid-single-digit revenue growth, gross margin expansion, and increased investment in demand creation.

NIKE surpasses $50B in revenue, focuses on digital growth

NIKE, Inc. delivered strong Q1 results, emphasizing growth in lifestyle products, global sports, and digital capabilities. The company is focused on continuous improvement, meaningful consumer connections in running, and more compelling assortments for women consumers. Despite challenges in China and foreign exchange, NIKE remains confident in its ability to achieve long-term profitability goals through strategic initiatives and a shift to a more direct and digital company.

NIKE reports robust Q3 earnings, eyes revenue growth and digital transformation

NIKE's strong Q3 performance driven by broad-based growth and digital success
Challenges in China and supply chain crisis being addressed strategically
Focus on inventory health, digital transformation, and margin recovery for future growth
Opportunities lie in revenue growth, consumer experience enhancement, and regional resilience

NIKE reports record-breaking revenue in Q4 2023, eyes digital growth

NIKE's Q4 2023 earnings call showcased robust revenue growth, digital expansion, and strategic marketplace initiatives. Despite margin challenges, the company is poised for growth in fiscal 2024 by capitalizing on consumer trends and operational efficiencies.

NIKE reports solid Q1 growth, focuses on innovation and profitability

NIKE's Q1 performance showed revenue growth, with a focus on profitability and operational efficiency for the full year. The company's strengths lie in strong growth in key segments, continuous innovation, and brand strength. Challenges include balancing costs and revenue growth, while opportunities exist in the running marketplace and leveraging industry trends.

NIKE reports strong Q2 earnings, focuses on innovation and growth

NIKE's Q2 2024 earnings call highlighted strong financial performance, strategic investments in key areas, and challenges from macro headwinds and promotional activities. The company remains focused on innovation, brand health, and maximizing impact through consumer-facing activities. Despite challenges, NIKE is cautiously optimistic about margin expansion in the second half of the year.

NIKE meets Q3 expectations, eyes China growth amid digital challenges

NIKE's Q3 performance met expectations, with a focus on sport, innovation, brand marketing, and collaboration with wholesale partners. The company is confident in its long-term growth potential, despite near-term challenges in digital business and lower penetration in China. Opportunities exist in expanding profitability, growing units, and enhancing brand experience in wholesale.

NIKE Sees Modest Growth, Preps for Challenging 2025

NIKE's FY 2024 performance showcased modest top-line growth with strong earnings growth, despite facing significant digital and market challenges. The company is adjusting its strategy to focus more on sports innovation and operational efficiencies, preparing for a transitional FY 2025 amid ongoing macroeconomic uncertainties.

NIKE reports Q1 revenue meeting expectations, focuses on innovation

NIKE's Q1 2025 performance was mixed, with revenue meeting expectations but facing challenges in unit sales and ASP, particularly in Greater China.
Despite revenue declines in key regions, the company's focus on newness, innovation, and cost management positions it for future growth.
Growth opportunities lie in men's fitness, global football, and running footwear segments, as well as through new product offerings and innovation.
Challenges include softness in retail sales, expected declines in certain business segments, and moderated revenue expectations for Q2.

NIKE reports Q2 revenue decline, focuses on sustainable growth

NIKE is refocusing on sport, innovation, and brand storytelling to drive growth amidst revenue declines
The company is taking near-term actions to reposition the business and prioritize sustainable growth strategies
Despite challenges in revenue and margins, NIKE remains confident in its product pipeline and strategic investments

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

NIKE's Q1 results reflect the impacts of soft traffic trends at NIKE Direct, with pronounced softness at NIKE Digital and its partner stores in Greater China.

NKE Q1 Earnings Beat, Stock Dips on Soft Sales & Withdrawn FY25 View

NIKE (NKE, Financial) continues to struggle in its comeback attempt, as shown by its weak 1Q25 earnings report. Although the company exceeded EPS estimates for the fifth consecutive quarter, aided by cost-cutting measures and a 120-bps year-over-year improvement in gross margin, sales dropped by 10.4% to $11.59 billion, missing expectations and marking its worst sales decline since 4Q20.

NIKE Faces Challenges Despite Clearing EPS Estimates in 1Q25

Lululemon Athletica

Skechers U.S.A.

Historically, investors have bet on the consumer discretionary sector when the Federal Reserve (the Fed) cuts interest rates, as these typically have a positive effect on consumer spending habits through easier and cheaper financing rates. However, this time it's different, the state of the consumer is not what it used to be before, and that is sending money out of a few stocks in the space and into others.

These 3 Stocks Show How to Navigate Declining Consumer Confidence

Shares of Nike Inc (NKE, Financial) fell 5.95% in mid-day trading on Oct 2. The stock reached an intraday low of $81.77, before recovering slightly to $83.83, down from its previous close of $89.13.

Nike Inc (NKE) Shares Down 5.95% on Oct 2

adidas AG

Nike's latest results have positive implications for Adidas and Puma, but raise concerns for JD Sports Fashion PLC (LSE:JD.), according to analysts.

Nike numbers pose opportunities and risks rivals like Adidas and partners like JD Sports

Apple

Microsoft

Tesla

The benchmark S&P 500 and Nasdaq hovered near two-week lows on Wednesday as investors factored in escalating geopolitical tensions in the Middle East, while a survey eased concerns about a sharp slowdown in the US labor market. The Dow Jones Industrial Average also slipped for the second day running.

Dow Jones, S&P 500 fall second day in a row; Apple, Microsoft, Tesla, Nike slide

Sales are slower than expected, leading to lower profit margins again.

Why Nike Stock Sank Today

On October 2, European stock markets experienced widespread declines, with major indices like France's CAC40 and Germany's DAX falling. In the US market, all three major indices opened lower.

European Markets Decline, Tesla and Nike Stocks Drop Significantly

Nike Inc's NKE first-quarter financial results showed that a turnaround by incoming CEO Elliot Hill could take longer than expected and come with increasing challenges, according to analysts.

Nike Stock Takes Hit After Q1 Earnings: Analysts Expect Comeback To Take Time With 'Uncertain Path'

Nike (NKE, Financial) experienced a significant drop of over 8%, reaching $81.77 per share. This decline followed the company's announcement that its first-quarter revenue fell by approximately 10% compared to the same period last year.

Nike (NKE) Shares Drop Over 8% After Q1 Revenue Decline

Nike stock is tumbling Wednesday after the retailer reported mixed earnings results and withdrew its full-year guidance.

Is Nike Stock Still a Buy After Earnings?

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Nike To $100? Here Are 10 Top Analyst Forecasts For Wednesday

The athletic gear maker hasn't had a good run lately and has been steadily losing market share to competitors.

Nike Is Taking a Step in the Right Direction. Why Analysts Say That's Not Enough.

While Nike bulls have been anticipating turnaround plans to bear fruit in the Spring 2026 fashion cycle, “that timeline may prove optimistic,” according to one analyst.

Nike ‘still not out of the woods,' analyst says, as stock drops after earnings

Lamb Weston Hlds

U.S. stock futures were lower this morning, with the Dow futures falling around 100 points on Wednesday.

Nike Reports Weak Sales, Joins Lamb Weston And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

Nike shares dropped about 6% in premarket trading on Wednesday after the company withdrew its annual revenue target, keeping investors guessing on the timeline for a turnaround at the sportswear giant under incoming CEO Elliott Hill.

Nike shares dip as forecast withdrawal worries investors about turnaround timeline

The apparel giant's new CEO might have to lower expectations further before starting a turnaround.

Nike Needs Time to Get Off the Sidelines

On October 1, Nike (NYSE: NKE) released its Q1 2025 earnings results. The company reported an impressive 34.9% earnings per share (EPS) beat — $0.70 vs consensus estimates of $0.52.

Nike stock sinks 5.6% on earnings beat; CEO exit raises red flags

Nike Inc. reported better-than-expected earnings, yet its stock dropped after the company announced it would be withdrawing its financial forecast for the full year and postponing its first investor day in seven years.

Nike Q1 earnings beat expectations, but NKE stock falls as full-year guidance is withdrawn

Nike (NKE) shares moved sharply lower in extended trading on Tuesday after the apparel and equipment giant withdrew its full-year outlook and said it plans to postpone its upcoming investor day ahead of the company's transition to a new CEO later this month.

Watch These Nike Price Levels After Stock Slides on Full-Year Outlook Withdrawal

I upgrade Nike to a ‘Buy' rating with a one-year target price of $98 per share, reflecting current stock price challenges. Nike's Q1 results show -9% revenue growth, with wholesale and Nike Direct revenue dropping by 7% and 12%, respectively, due to weak consumer sentiment and China market. NKE is accelerating product innovation with new launches like Pegasus 41 and Air Max Dn, aiming to boost growth despite near-term challenges.

Nike Q1: A Transitional Year In FY 2025; Upgrade To 'Buy'

The consequences of its flawed direct-to-consumer (D2C) strategy continue to haunt Nike. As reported Tuesday (Oct. 1), the company's revenue showed weakness across all channels as it tried to curry favor with its wholesale partners and recapture some of the magic that brought it double-digit growth a decade ago.

With New CEO, Can Nike Just Do It Again? Not This Year

NIKE, Inc. (NYSE:NKE ) Q1 2025 Earnings Conference Call October 1, 2024 5:00 PM ET Company Participants Paul Trussell - VP, Corporate Finance & Treasurer Matthew Friend - CFO Conference Call Participants Robert Drbul - Guggenheim Securities Alex Straton - Morgan Stanley Michael Binetti - Evercore ISI Simeon Siegel - BMO Lorraine Hutchinson - Bank of America Paul Lejuez - Citi Brooke Roach - Goldman Sachs Operator Good afternoon, everyone. Welcome to NIKE, Inc.'s Fiscal 2025 First Quarter Conference Call.

NIKE, Inc. (NKE) Q1 2025 Earnings Call Transcript

Nike has retracted its full-year performance guidance after reporting lower-than-expected revenue, highlighting the challenges incoming CEO Elliott Hill will face upon taking office later this month. Chief Financial Officer Matt Friend attributed this move to the upcoming leadership transition.

Nike Withdraws Full-Year Guidance Amid Lower-than-Expected Earnings

Nike (NKE, Financial) has announced it will withdraw its annual performance guidance and delay its Investor Day event as it prepares for a new CEO. Last month, Nike revealed that current CEO John Donahoe will depart in October, with veteran executive Elliott Hill assuming the role effective October 14.

News for NIKE Stock (NKE)