In the global athleticwear arena, NIKE, Inc. NKE and lululemon athletica inc. LULU embody two distinct models of market leadership.
Nike is initiated at "Buy," leveraging a rebounding U.S. market and management's targeted recovery actions. NKE's North America sales and footwear are showing renewed growth, while inventory and channel strategies support margin recovery. Gross margin headwinds from tariffs and China write-offs are expected to abate, positioning NKE for margin expansion in FY26.
New Balance sales grew 19% to $9.2 billion in 2025, as its growth beat the global sneaker market and heavyweights like Nike. CEO Joe Preston attributed New Balance's success to being focused on the consumer, regardless of how, where and when they want to shop.
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Elliott J. Hill CEO | NYSE Exchange | 654106103 CUSIP |
| US Country | 79,400 Employees | 2 Mar 2026 Last Dividend | 24 Dec 2015 Last Split | 2 Dec 1980 IPO Date |
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.
NIKE’s product line is comprehensive, covering a wide range of sports and lifestyle needs. Below are the main categories:
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.