格隆汇1月7日｜耐克在一份声明中证实，已于去年12月16日出售旗下数字产品子公司RTFKT，公司及 其社群"正开启新篇章"，但未透露买家及出售条款。声明补充道，耐克将继续投资于实体、数字和虚拟 环境中创新产品和体验的交付。 ...

Nike (NKE) discreetly sold RTFKT, its once-high-profile digital products and non-fungible token (NFT) subsidiary, roughly a year after shutting down the business, according to The Oregonian. The sale took place on Dec. 16, according to the report, citing a Nike statement in which the global sportswear brand called the sale of its NFT unit “a new chapter for the company and its community.” Nike did not disclose the buyer or financial terms of the deal and did not immediately respond to CoinDesk’s request f ...

Nike reportedly sold its digital products unit RTFKT in December 2025, about a year after shutting down the business. The exit from its high-profile digital bet comes as the company focuses back to core sports products. According to a recent report by OregonLive, the sale was effective Dec. 16. The buyer or share financial terms have not been disclosed yet. Strategy Shift Under New CEO RTFKT was bought by Nike in 2021 under former CEO John Donahoe, during a push into digital sales and virtual products. ...

（来源：吴说） 据 OregonLive 报道，耐克于 2025 年 12 月悄然出售了其数字产品子公司 RTFKT（发音为"Artifact"）， 该公司于 2021 年被耐克收购。RTFKT 此前宣布在 2025 年 1 月结束其 Web3 服务运营，耐克 Converse 品牌在 2025 年 12 月报告了 30% 的季度销售下滑。耐克在声明中表示，RTFKT 的出售标志着公司和其 社区的下一篇章，并表示将继续投资于在实体、数字和虚拟环境中推出创新产品和体验，但未透露具体 买家和交易条款。 来源：市场资讯 ...

Core Insights - Nike's recent quarterly results indicate stability in revenue but a significant profit decline of 32% [1][5] - The company is facing challenges in its turnaround efforts amid economic uncertainty, with new CEO Elliott Hill focusing on improving partner relationships and brand revitalization [1][2] - Apple CEO Tim Cook's recent investment of $3 million in Nike stock reflects his belief in the company's potential, although it may not be a practical indicator for average investors [2][6] Financial Performance - Nike's revenue has remained stagnant, with earnings dropping from $1.2 billion to $792 million in the quarter ending November 30, 2025 [5] - The company's gross margin has been declining, impacted by tariffs, contributing to the profit decrease [5] - Nike's stock has lost over half its value in the past five years, and it currently trades at 38 times its trailing earnings, suggesting it may still be overvalued [10] Market Position and Consumer Behavior - The apparel market is becoming increasingly competitive with cheaper alternatives, which may affect consumer perception of Nike's brand value [9] - While there are loyal customers willing to pay a premium for Nike products, the average consumer may prioritize cost-effective options [9] - Nike needs to demonstrate its growth potential to regain investor confidence, as current performance does not reflect a growth business [10]

Key Takeaways NIKE has faced continued pressure over recent years. Tariffs have impacted margins, with softer demand post-pandemic also remaining an issue. Reduced shelf space has limited brand visibility. It was another great year for stocks in 2025, but not everyone joined the party. Several popular companies with heavy consumer exposure, such as NIKE (NKE) , faced pressure, losing roughly 15% on a YTD basis.It has been a challenging few-year stretch for NIKE, facing post-pandemic demand issues while also ...

Key Takeaways NKE's Greater China sales fell 17% YoY in Q2 FY26, with declines in NIKE Direct, Digital and wholesale.NKE faces weak consumer spending, digital discounting and rising competition from local brands.NIKE is rolling out Win Now actions in key cities, refining assortments for a digital-first reset.NIKE, Inc.’s (NKE) Greater China market has long been a cornerstone of its global growth strategy, delivering outsized revenue expansion and margin accretion in historical years. The region has benefite ...

Nike running shoe on a track at sunrise with visible swoosh branding, symbolizing confidence in the athletic apparel stock after insider buying. Key Points Nike got rocked after its latest earnings report, but the stock got back on its feet after several insider buys. Overall, Nike insiders bought $4 million worth of stock, with two CEOs taking part. Wall Street still sees upside, but the next leg higher depends on improving margins and stabilizing demand in China without heavy discounting. Interested ...

Core Viewpoint - Nike has experienced significant stock declines, with an 18% drop year-to-date and a 65% loss since November 2021, while the S&P 500 has reached all-time highs [1] Group 1: Stock Performance - Nike's stock has been essentially flat over the past decade, down 2%, indicating underperformance compared to broader market trends [1] - Analyst Robert Drbul from BTIG has named Nike as his top pick for 2026, suggesting that fundamentals may improve over the next year despite current struggles [2] Group 2: Market Position and Strategy - Nike is transitioning from a growth stock to a mature dividend payer, which may present overlooked investment opportunities [3] - The company's direct-to-consumer (DTC) business thrived during the pandemic, but this momentum has not continued, leading to challenges in wholesale and product mix [4] Group 3: Financial Performance - In fiscal Q1 2026, Nike's revenue grew just 1% year-over-year to $11.7 billion, with weak results from China contributing to stock declines [5] - The company faces a straightforward bear case, including market share loss to specialty brands, new tariffs adding $1.5 billion in costs, and expected slight revenue declines in Q2 [6]

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026.In this podcast, Motley Fool analysts Tom King and Tim Beyers and contributor Travis Hoium discuss:How losing faith with auditors cost Supermicro.Whether fashion trends favor Lululemon.The 2026 challenges facing Nike CEO Elliott Hill.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to ...