Nike is scheduled to provide a financial update that could have huge implications for investors.Nike (NKE 2.13%) is scheduled to report quarterly financial results that could have implications for shareholders.*Stock prices used were the afternoon prices of Dec. 15, 2025. The video was published on Dec. 17, 2025. ...

Key Takeaways NIKE leverages its Win Now strategy and sport-led model for steady growth amid margin and regional pressures.On Holding is expanding from a small base, led by premium footwear strength and growing apparel contribution.NKE & ONON face near-term earnings pressure, but estimate revisions signal improving confidence in execution.The global athletic footwear and apparel market is entering a defining phase, and few rivalries capture this shift better than NIKE Inc. (NKE) vs. On Holding AG (ONON) . O ...

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Nike investors will look for signs this week that the recovery glimpsed last quarter is sustainable and that a bigger marketing budget is helping the sportswear maker claw back market share lost to ni... ...

Core Insights - Nike is expected to report quarterly earnings after market close on Thursday, with significant stock movement anticipated following the results [1][8] - Current options pricing indicates that Nike's stock could swing up to 7% in either direction by the end of the week, with a potential high of around $72 and a low of $62 [2] Financial Performance - Nike's shares are down approximately 11% year-to-date, despite a recovery from April lows following tariff announcements [3] - The company previously reported sales estimates exceeding expectations but noted that ongoing tariff uncertainties negatively impacted profits, with an annual cost projection of $1.5 billion due to tariffs [4] - Analysts project earnings per share of $0.38 for the fiscal second quarter, a decline of about 50% compared to the previous year, with revenue expected to fall 1% year-over-year to $12.23 billion [5] Future Outlook - The third-quarter revenue outlook is considered a key metric for assessing Nike's progress towards consistent growth, with a consensus estimate of $11.46 billion, reflecting a nearly 2% increase from the same period last year [6] - Among 13 analysts, eight have a "buy" rating on Nike's stock, with a mean target price of approximately $82, which would be the highest level since February [7]

Core Viewpoint - NIKE Inc. is expected to report a decline in both revenue and earnings for the second quarter of fiscal 2026, reflecting ongoing challenges in the market and strategic transitions [2][3][18]. Financial Performance - The Zacks Consensus Estimate for NIKE's fiscal second-quarter revenues is $12.2 billion, indicating a 1.7% decline year-over-year [3]. - The estimated earnings per share for the same quarter is 37 cents, representing a significant decline of 52.6% from the previous year [3]. - In the last reported quarter, NIKE achieved an earnings surprise of 81.5%, beating the consensus estimate by an average of 53.7% over the trailing four quarters [4]. Strategic Initiatives - NIKE's "Win Now" strategy aims to restore brand energy and position the company for sustainable growth after a period of underperformance [6][17]. - The company is focusing on disciplined execution, supply-chain optimization, and strategic pricing to enhance margin recovery [10][17]. Regional Performance - North America remains NIKE's strongest region, with projected revenues of $5.2 billion for the second quarter, reflecting a modest growth of 0.5% year-over-year [8]. - In EMEA, revenues are expected to rise by 1.7%, while Greater China is projected to see a decline of 12.7% in revenues, amounting to $1.5 billion [9][11]. Margin and Cost Pressures - NIKE anticipates a gross margin decline of 300-375 basis points, influenced by higher tariffs and increased promotional activity [12][13]. - SG&A expenses are expected to rise in the high-single digits due to increased demand creation investments [12][13]. Stock Performance and Valuation - NIKE shares have decreased by 6.2% over the past three months, underperforming the industry and the S&P 500 [14][15]. - The current P/E ratio of 31.47X exceeds the industry average of 28.06X and the S&P 500's average of 23.35X, indicating a potentially pricey valuation [16]. Long-term Outlook - NIKE's strategic initiatives are designed to strengthen its competitive position and drive long-term growth, despite facing near-term challenges [17][19]. - The company is navigating a difficult demand environment, particularly in lifestyle categories and Greater China, which may impact short-term performance [18][20].

Analysts predict a significant decline in EPS by 52.6% and a slight decrease in revenue by 1.7% year-over-year.Growth in North America and the EMEA regions is driven by wholesale gains, pricing discipline, and effective inventory management.Nike faces challenges in the Chinese market, higher tariffs, and margin strain, testing its "Win Now" turnaround strategy.Nike Inc (NYSE: NKE) is a global leader in athletic footwear, apparel, and equipment. The company is set to release its fiscal second-quarter earning ...

As Nike Inc. (NYSE:NKE) prepares to report second-quarter fiscal 2026 earnings on Dec. 18, CEO Elliott Hill has cautioned that the “journey back to greatness” will not be linear, a sentiment reflecting the mixed reality facing investors.While Nike's “Win Now” strategy is sparking life in key categories, second-quarter financials are expected to dip as the company battles significant headwinds.Check out NKE’s stock price here.The ‘Win Now’ PivotNike's ‘Win Now’ strategy—a prioritized focus on Running, North ...

复盘：零售景气平淡，出口年内渐弱 零售端，2025年1月至10月，我国限额以上单位服装鞋帽、针纺织品零售额累计同比增长3.5%，维持中 低个位数增长，10月纺服零售同比+6.3%，增速高于大盘或受季节性消费趋势影响;2025年初以来线上线 下渠道差异逐步缩小。出口端，2025年1月至11月，中国纺织物、服装、鞋靴出口金额累计同比-3.3%至 3055亿美元，3月以来呈降速趋势;上游纺织出口增速相对中游制衣制鞋较高;11月纺织物出口金额同比 转为正增，服装及鞋靴出口金额环比降幅收窄。2025年内越南纺服出口金额累计同比增速较优，但亦呈 前高后低趋势。板块收益层面，2025年1~11月，中信纺织服装指数累计增长15.1%，跑输上证指数 0.9pct，与沪深300指数增幅基本持平。行业横向对比中，纺织服装指数1~11月累计涨跌幅位于中信一级 30个行业中第18位。2025Q1~Q3，纺织服装公募基金持仓比例持续下滑，Q3末降至0.16%，板块低配持 续加深。 智通财经APP获悉，国联民生证券发布研报称，展望2026年，倘若全球纺服零售需求好转，服饰品牌有 望进入被动补库阶段。此外，全球运动品牌龙头Nike正处于经营 ...

Key Takeaways NKE is set to report Q2 results with revenues expected to slip 1.7% y/y and EPS projected to fall 52.6%.NIKE sees growth in North America and EMEA, led by wholesale gains, pricing discipline and inventory cleanup.NKE faces pressure from China weakness, higher tariffs and margin strain as it phases out footwear franchises.NIKE Inc. (NKE) is slated to release second-quarter fiscal 2026 results on Dec. 18. The leading sports apparel retailer is estimated to have witnessed year-over-year declines ...