Nike, Inc. is rebuilding its cool factor the unglamorous way
TL;DR
Quick Summary
- Nike’s latest clear checkpoint (reported 2025-12-18) showed $12.4B in quarterly revenue, with wholesale up and Nike Direct down.
- The comeback debate is less about hype and more about margins: gross margin was 40.6% that quarter, pressured by higher North America tariffs.
- Nike is also tightening operations, including plans announced in January 2026 to cut 775 distribution jobs as automation ramps.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
