NKE NIKE (NKE) Q1 FY27 earnings call
NIKE's turnaround is increasingly bifurcated: performance innovation and sport-led execution are working, while lifestyle, Jordan and China require deeper supply and marketplace resets. Management is accepting near-term revenue and margin pressure while redesigning the operating model to restore premium positioning and long-term profitability.
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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.