Nike, Inc. - Class B (NKE)
Nike Digital Drops 12% as Brands Rebalance D2C and Wholesale
The shorthand of direct-to-consumer (D2C) might boil down to selling through a brand's own website or brick-and-mortar location. But writ large, the model is about controlling the customer relationship.
NIKE's Q4 Breakdown: Operating Metrics, Outlook & Prospects
NKE's better-than-expected Q4 results highlight early turnaround progress as North America and wholesale growth offset ongoing direct sales weakness.
Nike Sales Dip as It Awaits $986 Million Tariff Refund
Nike is expecting an “unplanned benefit” in the form of a nearly $1 billion tariff refund. The sneaker giant revealed the refund when announcing full-year and quarterly earnings this week, even as CEO Elliott Hill warned that tariffs remain a “dynamic cost headwind.
NIKE Stock Trades Near 52-Week Low: Should You Buy, Hold or Sell?
NKE trades near its 52-week low as Greater China weakness, margin pressure, soft digital demand and premium valuation cloud its recovery outlook.
Nike Q4 Beat Masks Core Weakness as Analysts Cut Price Targets
The news triggered a stock price increase the day after the release. However, the strength of the report was underpinned by one-offs that overshadowed core weakness.
Nike stock: why did a rare earnings beat fail to lift shares?
Nike shares fell 4% in premarket trading on Wednesday after the sportswear giant's latest quarterly results failed to convince investors that its turnaround under Chief Executive Officer Elliott Hill is gathering pace. Although Nike topped Wall Street expectations for both earnings and revenue, a cautious outlook for the coming quarters, persistent weakness in China and continued uncertainty around consumer demand overshadowed the better-than-expected performance.
Nike turnaround tested by but analyst says 'this is the bottom'
Nike Inc (NYSE:NKE) shares fell in after-hours trading as the latest results showed the sportswear giant is still struggling to turn better products into stronger sales. Fourth-quarter revenue fell 1% to $11 billion, or 4% on a currency-neutral basis, with weakness in Greater China and Europe partly offset by growth in North America.
JD Sports falls on read-across from Nike warning
JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) shares fell on Wednesday after results from major partner Nike Inc (NYSE:NKE) pointed to weaker sales ahead and continued pressure on consumer demand.
NKE Q4 Earnings Call Highlights a Margin-First Reset
NIKE is prioritizing margin recovery, tighter inventory and sport-led execution as uneven demand keeps pressure on Sportswear and sales.
NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript
NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript
Nike: At $40, The Stock Is Still Not Cheap (Earnings Review)
Nike exemplifies a strong franchise whose stock has sharply declined post-pandemic, now trading about 75% below its peak. Despite beating Q3 earnings, NKE shares fell 9%, highlighting extremely negative investor sentiment. The persistent downtrend suggests that even positive financial results are insufficient to reverse market pessimism.
Nike Q4: The Discount Still Isn't Big Enough
Nike (NKE) delivered a mixed Q4, with modest top-line outperformance and a one-off-driven EPS beat, but underlying growth remains fragile. NKE's North America segment grew 3% YoY and wholesale returned to growth, yet China sales declined 12% and consolidated revenue fell 1%. Margins remain pressured, with underlying net income margin below 2% absent one-offs, and valuation is not compelling relative to peers.
