How A Poet's Words Shed Light On Nike's Business And Earnings
Nike's brand strength is undeniable, but its exposure to volatile fashion trends and shifting consumer preferences limits its long-term investment appeal. Despite strong financials, Nike's high valuation isn't justified by fundamentals, especially given ongoing margin pressure and market share losses. Inventory management issues, rising marketing costs, and tariff uncertainties are weighing on profitability and clouding near-term earnings visibility.
Ahead of Nike (NKE) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Evaluate the expected performance of Nike (NKE) for the quarter ended May 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Nike Earnings Preview: Some Improvement Is Expected; The 7% Free Cash Flow Yield Helps
For Nike's fiscal Q4 '25, analyst consensus is expecting $0.12 in earnings per share on $10.7 billion in revenue, for expected y-o-y declines of -88% and -15% respectively. Inventory liquidation is expected to have come to an end in the May '25 quarter and Nike should show some progress - albeit small improvement - with the May '25 release. The key will be how Nike guides for Q1 '26 (ends August '25) and for the full fiscal '26 year.
What Analysts Think of Nike Stock Ahead of Earnings
Nike (NKE) is slated to post its final earnings report of its 2025 fiscal year after the market closes Thursday, with analysts expecting falling sales and profits as the apparel maker works on its turnaround plan.
Nike Q4 Earnings Preview: The Generational Buying Opportunity Is Here
Nike is navigating short-term revenue and margin declines by focusing on innovation with performance sports, and an integrated Nike Direct and Wholesale marketplace. Management's "Win Now" strategy targets growth in new performance products to offset classic franchise declines, with an inflection point expected in FY26. Despite macroeconomic headwinds and rising competition, early signs of success and inventory right-sizing present a generational buying opportunity with attractive risk-reward.
Analysts Estimate Nike (NKE) to Report a Decline in Earnings: What to Look Out for
Nike (NKE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Just Do It: Nike Is A Buy Owing To Favorable Peer Valuations And Sliding Share Price
Nike's valuation is attractive after a 37% share price drop, with fundamentals and peer comparisons suggesting it's a good buy at current levels. Despite declining sales, especially in China, Nike remains profitable with strong margins and a robust balance sheet. Reverse DCF analysis shows Nike only needs modest growth to justify its current price, indicating the stock may be undervalued.
How Long Can NIKE Rely on Jordan Brand to Drive Growth?
NKE eyes fresh innovation and tighter inventory to offset Jordan Brand softness after a Q3 drop in classic footwear sales.
Nike pushes back Skims launch with Kim Kardashian due to production delays
Nike is delaying the launch of its highly anticipated NikeSKIMS activewear line, according to a person familiar with the matter. The companies do not have a new launch date, but they're expecting to debut the apparel later this year.
Nike Reports After The Close 6/26 — Options Expire The Next Day
According to NextEarningsDate.com, the Nike next earnings date is projected to be 6/26 after the close, with earnings estimates of $0.11/share on $10.70 Billion of revenue.
Why Nike (NKE) Outpaced the Stock Market Today
In the most recent trading session, Nike (NKE) closed at $61.90, indicating a +2.26% shift from the previous trading day.
NIKE's China Recovery Stalls: Can It Regain Its Edge in Asia?
NKE sees China as key to global growth, leveraging its 'mono-brand market' to power long-term gains. However, short-term sales may take a hit.
