NKE NIKE (NKE) Q4 FY26 earnings call
NIKE's Q4 FY26 results were marked by a significant one-time tariff recovery benefit that boosted gross margins, while underlying performance showed continued strength in sport categories like Running and Global Football. However, the company faced ongoing headwinds in Sportswear and Jordan Streetwear, particularly in Greater China and EMEA, leading to overall revenue declines. Management is focused on strategic repositioning, supply chain optimization, and disciplined expense management to drive future profitability and long-term growth, with an Investor Day planned to outline the next phase
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NKE operating KPIs by quarter
| KPI | Aug 2025 Q1 FY26 | Nov 2025 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Stores China | 5,000+With over 5,000 mono-brand stores in China, this will take investment, and it will take time.Source: earnings call transcript | 5,000As you know, it's a mono-brand marketplace with thousands of -- 5,000 doors with the teams working the presentation of our product at retail and we weren't making the investment in our store fleet, so our stores aren't compelling.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.