Win Now turnaround strategy
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Nike Inc (NYSE: NKE) Fiscal Second-Quarter Earnings Preview
Financial Modeling Prep· 2025-12-17 10:00
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 ...
Nike's CEO breaks down where its comeback plan is taking root — and where it still has work to do
Business Insider· 2025-10-01 00:11
Core Insights - Nike's "Win Now" turnaround strategy is showing mixed results, with some areas performing well while others still face challenges [1] - The company reported Q1 revenue of $11.7 billion, a 1% increase year-over-year, driven by growth in North America, wholesale, and the running category [2] - CEO Elliott Hill emphasized that the comeback will take time and progress will not be linear [1] Revenue Performance - North America revenue increased by 4% compared to Q1 of fiscal year 2025, contributing to overall growth [2] - Wholesale revenues reached $6.8 billion, up 7% from the previous year, indicating improvement in wholesale partnerships [3] Challenges and Areas for Improvement - Revenue in Greater China fell by 10% due to "structural challenges" in the marketplace [8] - The direct-to-consumer and online business segments require further development to enhance their premium positioning and reduce promotional activities [9][10]