Nike is trying to feel like Nike again — and 2026 is the stress test
TL;DR
Quick Summary
- Nike’s recent results show a business rebalance: fiscal 2026 Q2 revenue was $12.4B, with wholesale up and Nike Direct down.
- Margin pressure is part of the reset, even as inventories fell to $7.7B as of November 30, 2025.
- The EEOC subpoena fight adds reputational and operational noise in early 2026.
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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.
