NIKE's digital business
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Can NIKE Regain Its Stride as China and Digital Momentum Falter?
ZACKS· 2026-01-27 18:35
Key Takeaways NIKE says China is under pressure, with uneven demand, heavy promotions and soft traffic hurting the results.NKE's digital business is slowing as inventory resets and promotion pullbacks weigh on traffic and conversion.NIKE says recovery depends on stabilizing China and finding a clearer path to renewed digital growth.NIKE Inc.’s (NKE) efforts to regain momentum are being tested most acutely in two areas that once powered its growth story: China and digital. Management acknowledged in the seco ...