Summary
NKE Chart
Nike Q2: The Repricing Might Have Started
Nike fell 10% despite beating estimates, showing that investors care less about short-term EPS beats and more about margins, China's weakness, and the lack of a credible turnaround narrative. Revenue held up thanks to wholesale, but the shift came at the cost of profitability, with gross margins down as tariffs and promotions continue to weigh on earnings power. Valuation remains demanding, with investors pricing a sharp earnings rebound driven mostly by cost efficiency, a scenario that looks optimistic given current execution risks.
NIKE, Inc. (NKE) Q2 2026 Earnings Call Transcript
NIKE, Inc. (NKE) Q2 2026 Earnings Call Transcript
Here's What Key Metrics Tell Us About Nike (NKE) Q2 Earnings
While the top- and bottom-line numbers for Nike (NKE) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Nike Inc. (NKE) FAQ
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Nike Inc. Profile
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Elliott J. Hill CEO | XFRA Exchange | US6541061031 ISIN |
| US Country | 79,400 Employees | 1 Dec 2025 Last Dividend | 24 Dec 2015 Last Split | 2 Dec 1980 IPO Date |
Overview
NIKE, Inc., a global leader in the design, development, marketing, and sales of athletic footwear, apparel, equipment, accessories, and services, operates a diverse portfolio of products distributed worldwide. Founded in 1964 and headquartered in Beaverton, Oregon, NIKE has grown to become a household name in athletics, emphasizing innovation and branding to connect with consumers across various sports and lifestyle activities. Through its extensive range of subsidiaries, NIKE caters to a broad audience, delivering performance and casual products designed to meet the needs of professional athletes, sports enthusiasts, and casual wearers alike.
Products and Services
NIKE’s product line is comprehensive, covering a wide range of sports and lifestyle needs. Below are the main categories:
- Athletic and Casual Footwear, Apparel, and Accessories: Produced under the Jumpman trademark, these products are designed for both athletic performance and casual wear, offering versatility for users in different settings.
- Casual Sneakers, Apparel, and Accessories: Marketed under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks, this range emphasizes casual and lifestyle-oriented footwear and clothing, appealing to a wide consumer base looking for style and comfort.
- Performance Equipment and Accessories: This line includes bags, sport balls, socks, eyewear, timepieces, digital devices, bats, gloves, protective equipment, and other sports-related items under the NIKE brand. Designed for enhancing athletic performance across a variety of sports disciplines.
- Plastic Products for Other Manufacturers: NIKE also produces a range of plastic products used by other manufacturers, showcasing the company's versatility and innovation beyond its core consumer products.
- Apparel with Licensed College and Professional Team and League Logos: NIKE designs and markets sports apparel featuring logos of college teams, professional teams, and leagues, catering to fans who want to support their favorite teams through clothing.
- Licensing: The company licenses third parties to manufacture and sell apparel, digital devices, applications, and other equipment for sports activities under NIKE-owned trademarks, expanding its reach and presence in the sports industry.
NIKE products are available through various distribution channels, including NIKE-owned retail stores, digital platforms, independent distributors, licensees, and sales representatives, ensuring widespread availability to consumers around the globe.
