Company / Finance

Nike, Inc.

NKE · NYSE

Nike reported FY2025 revenue of $46.3 billion and Q3 FY2026 revenue of $11.3 billion. The thesis depends on product heat, wholesale discipline, China demand, margin repair and cash conversion.

Latest ReportMay 19, 2026Nike: the brand reset has to show up in gross demand, not just inventory cleanupView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Nike: the brand reset has to show up in gross demand, not just inventory cleanup

Nike reported FY2025 revenue of $46.3 billion and Q3 FY2026 revenue of $11.3 billion. The thesis depends on product heat, wholesale discipline, China demand, margin repair and cash conversion.

May 19, 2026Research reportSlides available
Nike, Inc.the brand reset has to show up in gross demand, not just inventoMay 19, 2026
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Nike: the brand reset has to show up in gross demand, not just inventory cleanupNike reported FY2025 revenue of $46.3 billion and Q3 FY2026 revenue of $11.3 billion. The thesis depends on product heat, wholesale discipline, China demand, margin repair and cash conversion.NYSEMay 19, 2026Research reportReadSlides