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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Lorraine Hutchinson | Bank of America | 5 | 20% |
| Brooke Roach | Goldman Sachs | 5 | 0% |
| Matt Boss | JPMorgan | 5 | 0% |
| Simeon Siegel | Guggenheim | 3 | 0% |
| Jon Komp | Robert W. Baird | 3 | 0% |
| Adrienne Yih | Barclays | 3 | 33% |
| Mike Binetti | Evercore ISI | 3 | 0% |
| Ike Boruchow | Wells Fargo | 3 | 0% |
| Aneesha Sherman | Bernstein | 2 | 0% |
| Jay Sole | UBS | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 5 | 20% |
| Goldman Sachs | 1 | 5 | 0% |
| JPMorgan | 1 | 5 | 0% |
| Guggenheim | 1 |
| 3 |
| 0% |
| Wells Fargo | 1 | 3 | 0% |
| Barclays | 1 | 3 | 33% |
| Evercore ISI | 1 | 3 | 0% |
| Robert W. Baird | 1 | 3 | 0% |
Nike reported revenue flat on a reported basis with EPS of $0.35, as North America continued growing and a $230 million severance charge reset the cost base while innovation platforms launched with NIKE MIND and AeroFit. Management extended visibility from 90 days to nine months for the first time since the CEO returned, guiding Q4 revenue down 2-4% and flagging a gross margin inflection expected in Q2 FY2027 as tariff impacts began lapping, while Greater China profitability inflected early.
Revenue Growth | Margin | Geographic Expansion | Competitive Dynamics | Product Launch | Demand | Pricing | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 4 | 1 | 2 | 2 | 1 | ||
| 2025Q3 | 1 | 3 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q4 | 2 | 3 | 2 | 1 | 1 | 1 | 2 | 2 |
| 2026Q1 | 2 | 2 | 1 | 1 | 2 | 1 | ||
| 2026Q2 | 3 | 2 | 2 | 1 | 1 | 2 | ||
| 2026Q3 | 2 | 1 | 1 | 2 | 1 | 2 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 1 | 2 | 2 | 3 | 2 |
| Margin | 4 | 3 | 3 | 2 | 2 | 1 |
| Geographic Expansion | 1 | 1 | 2 | 1 | 2 | 1 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 1 | 2 |
| Product Launch | 2 | 2 | 1 | 1 | 1 | |
| Demand | 1 | 1 | 1 | 2 | 2 | |
| Pricing | 1 | 2 | 1 | 1 | ||
| Guidance Reliability | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NKE NIKE, Inc. | 5 | +0.1% | |
| DECK Deckers Brands | 7 | +9.6% |