Nike publishes Q4 FY2026 earnings call transcript

NIKE, Inc. Class B

NIKE, Inc. Class B

NKE

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  • Nike published prepared remarks from its Q4 FY26 earnings call attended by President and CEO Elliott Hill, EVP and CFO Matt Friend, and VP of Corporate Finance and Treasurer Paul Trussell.
  • Q4 revenue fell 1% reported, down 4% currency-neutral; Nike Direct dropped 9% while wholesale rose 1%.
  • Management booked a one-time USD 986 million benefit tied to probable recovery of IEEPA tariff claims; over USD 300 million cash collected, balance in receivables.
  • Gross margin was 49.2% on the tariff benefit; excluding it, gross margin was 40.2% and EPS was USD 0.20 versus reported USD 0.72.
  • Outlook shifted to revenue down low- to mid-single digits with earlier gross margin expansion starting in Q1; tariff assumption 10% through July, 15% thereafter.


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