NKE | NIKE Q1 2026 Highlights
3 months ago
Uncle Stock Notes
"NKE (earnings overview): Q1 rev +1% to $11.7B but N.America -3%, Nike Direct -4% vs wholesale +7% (D2C strategy failing). Gross margin collapsed 320bps to 42.2% from inventory clearing/discounts. Net income -29%. New CEO's "Win Now" strategy early stage. Fair value $64-$84 vs innovation lag to Hoka/On."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
NKE | NIKE Q1 2026 Highlights
Source:
Uncle Stock Notes
Published:
October 1, 2025
Idea Type:
Stock Idea