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Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Accenture, Nike and Merck are among the first of nearly 50 customers signing on to use our new model.”
Nike is among the first customers adopting Workday's new Flex Credits consumption pricing model.
“Our brand stacks up with other brands like Nike and McDonald's in terms of awareness.”
ARM & HAMMER's brand awareness is benchmarked against Nike as a top consumer brand.
“We've taken another step forward in selection these past few months headlined by the much requested return of Nike's products to Amazon's retail store.”
Nike products returned to Amazon's first-party retail store after a long absence, a notable selection win Amazon highlighted as a stores-business driver.
“We are building long-term plans with Foot Locker and JD in athletic specialty.”
Nike is building long-term plans with Foot Locker in athletic specialty, a positive read-through for the wholesale relationship.
“Dick's and Academy are leaning in with us to tell more sport performance stories.”
Nike names Academy Sports among wholesale partners leaning in on sport-performance storytelling as its wholesale momentum accelerates.
“Dick's and Academy are leaning in with us to tell more sport performance stories.”
Nike says wholesale partner Dick's Sporting Goods is leaning in to expand sport-performance storytelling, a positive read-through for the Nike-Dick's wholesale relationship.
“we're working closely with our partners, Pausch and Top Sports to adapt our approach”
Nike is working with China retail distribution partner Topsports to adapt its approach during the Greater China marketplace reset.
“we're working closely with our partners, Pausch and Top Sports to adapt our approach”
Nike is working with China retail partner Pou Sheng (spoken as Pausch) to reset its China marketplace approach amid a Greater China reset.
“The Swoosh, the Jumpman, and the Star Chevron. Have a unified creative feel and merchandising approach with Foot Locker in LA.”
Nike is running a unified basketball merchandising activation with retail partner Foot Locker around NBA All-Star, which it believes has potential to scale.
“We reset over thirteen hundred running spaces in the quarter, from Dick's to Nordstrom's to Heartbreak Hill.”
Nike reset over 1,300 running retail spaces at wholesale accounts including Nordstrom, signaling renewed investment in that retailer's Nike presence.
“We reset over thirteen hundred running spaces in the quarter, from Dick's to Nordstrom's to Heartbreak Hill.”
Nike reset over 1,300 running retail spaces at wholesale accounts including Dick's, signaling renewed investment in that retailer's Nike presence.
“Our new partnership with SKIMS is another opportunity to bring something unexpected to a new consumer.”
Nike is partnering with SKIMS on inclusive performance training apparel, with a strong early consumer response at the debut.
“we are also pleased with the launch of the NIKE brand store on Amazon, where we are driving stronger engagement and sales than anticipated”
Nike's new branded storefront on Amazon is driving stronger-than-anticipated engagement and sales, a positive read-through for Amazon as a marketplace partner.
“And finally, we announced a new partnership with Amazon. This fall, they'll carry a select assortment of footwear, apparel and accessories, and NIKE will have a featured brand store on the platform focused on running, training, basketball and sportswear.”
Nike announced a new wholesale partnership with Amazon launching this fall, marking Nike's return to selling directly on the platform after exiting years ago, with a featured brand store spanning running, training, basketball and sportswear.
“We entered over 200 women's-led doors, including boutiques like Aritzia.”
Nike expanded its women's-focused distribution into more than 200 new doors, including specialty retailer Aritzia, as part of efforts to diversify points of distribution for its women's business.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Boss | JPMorgan | 6 (0%) |
| Lorraine Hutchinson | Bank of America | 6 (17%) |
| Brooke Roach | Goldman Sachs | 5 (0%) |
| Adrienne Yih | Barclays | 4 (50%) |
| Mike Binetti | Evercore ISI | 4 (0%) |
| Ike Boruchow | Wells Fargo | 4 (25%) |
| Jon Komp | Robert W. Baird | 3 (0%) |
| Simeon Siegel | Guggenheim | 3 (0%) |
| Aneesha Sherman | Bernstein | 3 (33%) |
| Rob Drbul | BTIG | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 6 (0%) |
| Bank of America | 1 | 6 (17%) |
| Goldman Sachs | 1 | 5 (0%) |
| Wells Fargo | 1 |
| 4 (25%) |
| Barclays | 1 | 4 (50%) |
| Evercore ISI | 1 | 4 (0%) |
| Robert W. Baird | 1 | 3 (0%) |
| BTIG | 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 | Demand | Product Launch | Geographic Expansion | Competitive Dynamics | Guidance Reliability | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 4 | 1 | 2 | 1 | 2 | ||
| 2025Q3 | 1 | 3 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 2 | 3 | 1 | 1 | 2 | 1 | 2 | 2 |
| 2026Q1 | 2 | 2 | 2 | 1 | 1 | 1 | ||
| 2026Q2 | 3 | 2 | 1 | 2 | 1 | 2 | ||
| 2026Q3 | 2 | 1 | 2 | 1 | 1 | 2 | 1 | 1 |
| 2026Q4 | 2 | 1 | 5 | 2 | 1 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 1 | 2 | 2 | 3 | 2 | 2 |
| Margin | 4 | 3 | 3 | 2 | 2 | 1 | 1 |
| Demand | 1 | 1 | 1 | 2 | 2 | 5 | |
| Product Launch | 2 | 2 | 1 | 1 | 1 | 2 | |
| Geographic Expansion | 1 | 1 | 2 | 1 | 2 | 1 | 1 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 1 | 2 | |
| Guidance Reliability | 2 | 2 | 1 | 2 | |||
| Pricing | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NKE NIKE, Inc. | 3 | -1.1% | |
| DECK Deckers Brands | 7 | +9.6% |