Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can't Quite See [Seeking Alpha]
Nike, Inc. (NKE)
Last nike, inc. earnings: 3/24 04:15 pm
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US:NYSE Investor Relations:
investors.nike.com/home/default.aspx
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Source: Seeking Alpha
Recent NKE management changes and the other headlines send a strong signal, but leadership reshuffling makes me question execution and strategic clarity. NKE's Q1 delivered a positive revenue surprise, but gross margins declined 320 bps to 42.2%, digital sales collapsed 12%, and guidance calls for further margin compression in Q2. Valuation remains rich; without clear fundamental improvement or a 20–30% price drop, I see no compelling entry and maintain a neutral stance on NKE stock. Getty Images Introduction The last time I wrote about Nike, Inc. NKE ) was at the end of June , when they reported their fiscal Q4 and full-year results . Back then, the whole narrative was very much about This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece
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NKE
News
- NIKE, Inc. (NKE): A Bear Case Theory [Yahoo! Finance]Yahoo! Finance
- Nike Unlikely to Post Material Surprises in Q2, RBC Capital Markets Says [Yahoo! Finance]Yahoo! Finance
- Nike (NKE) Valuation Check After Leadership Overhaul and New COO Appointment [Yahoo! Finance]Yahoo! Finance
- Why Nike (NKE) Outpaced the Stock Market Today [Yahoo! Finance]Yahoo! Finance
- Wall Street Lunch: Trump Administration Weighs Boosting U.S. Robotics To Compete With China [Seeking Alpha]Seeking Alpha
NKE
Earnings
- 9/30/25 - Beat
NKE
Sec Filings
- 12/2/25 - Form 8-K
- 11/21/25 - Form 11-K
- 11/17/25 - Form 4
- NKE's page on the SEC website