NKE's digital engine still engages consumers, but fewer promotions have hit traffic and sales, leaving the Direct channel under pressure.
Nike will report fiscal second-quarter earnings after the bell Thursday. The sneaker giant is just over a year into CEO Elliott Hill's tenure, focusing on turning around the company and returning it to profitable growth.
NKE's scale-driven reset and sport-led strategy contrast with ONON's premium focus as both navigate growth, margins and shifting demand.
Nike is set to post quarterly earnings after the market closes Thursday, with traders anticipating a big move from athletic apparel maker's stock following the results.
NKE heads into Q2 earnings with declining sales and margins expected, even as its ???Win Now?
NKE heads into Q2 earnings with expected y/y revenue and EPS declines, as margin pressure and China weakness test its "Win Now" turnaround.
Nike Inc (NYSE) will be one of the last companies to step into the earnings confessional for 2025, when the athletic retailer fiscal second-quarter earnings after the close on Thursday, Dec. 18.
Get a deeper insight into the potential performance of Nike (NKE) for the quarter ended November 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
When Nike reports their fiscal Q2 '26 financial results on December 18, consensus is expecting $12.22 billion in revenue, $696 million in operating income, and $0.38 in EPS. China is still 13% of total Nike revenue and 40% of EBIT; thus, it's not an immaterial region for the shoe giant, but given the tariff environment, I wouldn't expect great improvement in the regional metrics. At 40x expected fiscal EPS of $1.68, Nike is still expected to show EPS down y-o-y 22%.
Nike (NKE) closed the most recent trading day at $67.74, moving +2.96% from the previous trading session.
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.
NKE posts strong running gains, but lingering Sportswear and China weaknesses pose challenges as its brand trio aims to regain full momentum.