Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026
Sep. 30, 2025 8:23 PM ETNIKE, Inc. (NKE) Stock, NKE:CA StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: NIKE, Inc. (NKE) Q1 2026
Management View
CEO Elliott Hill reported tangible progress driven by “Win Now actions that focused our team on our culture, product, brand marketing, marketplace and our ground game.” He emphasized momentum in running, North America, and wholesale partners, attributing it
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Quick Insights
Tariffs add $1.5B annualized cost, increasing gross margin headwinds up to 120 basis points and weighing on profitability.
Nike guides revenue and gross margin headwinds through fiscal 2026; NIKE Direct is not expected to return to growth this fiscal year, and digital traffic remains pressured.
North America and running segments show strong growth; Greater China faces a 10% sales decline with structural challenges expected to persist.
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