Nike Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
4.2%projected annual EPS growth
Analyst Coverage
34analysts covering
FY EPS (est.)
$1.72next fiscal year
Monitoring Framework
Key Performance Indicators
Wholesale Revenue Growth Quarterly4.0%Target: Positive mid-single-digit growth to offset direct-to-consumer declines
NIKE Direct Revenue Growth Quarterly-7.0%Target: Stabilization and return to positive growth
Greater China Revenue Growth Quarterly-12.0%Target: Stabilization and market share recovery against domestic competitors
Gross Margin Quarterly49.2%Target: Sustained expansion above 45% excluding one-time tariff recoveries
Watch Items
- Greater China Revenue DeclineTrigger: Year-over-year declines accelerating past 15%Action: Re-evaluate regional marketing spend, product localization strategy, and physical retail footprint.
- Lifestyle Category DragTrigger: Classics franchises (Air Force 1, Dunks) dragging down total revenue by more than 4 percentage pointsAction: Accelerate product portfolio transition toward sport performance dimensions and scale new product launches.
- Wholesale Partner RelationshipsTrigger: Wholesale revenue growth falling below 0%Action: Increase inventory allocations to key retail partners and enhance joint marketing initiatives.
Research as of 2 Sep 2026