Post-earnings recap
Reported
Thu, Oct 1, 2026
EPS actual
$0.48
EPS est.
$0.43
EPS surprise
+12.41%
1-day move
-0.71%
Nike's earnings report indicates ongoing challenges, particularly with a 4% revenue decline compared to the previous year. The stock reacted negatively, down 0.71%, likely due to concerns over declining sales in key segments and the significant drop in Greater China revenue. Management's cautious outlook for the fiscal year suggests that investors should be prepared for continued volatility as the company works to improve its operations and sales performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.48 | N/A | +12.41% |
| Revenue | $11.2B | N/A | N/A |
| Revenue Decline YoY | -4% | N/A | N/A |
| Greater China Revenue Decline | -26% | N/A | N/A |
Management expressed concerns about ongoing revenue declines, particularly in key markets like Greater China. They highlighted challenges in the Sportswear segment and the impact of reduced Dunk sales on overall performance.
Management expects a high single-digit revenue decline for FY27.
Dunk revenue saw a significant reduction, impacting overall performance.
The Pace program aims to streamline operations and deliver savings over time.
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