The Motley Fool
02 Oct 2026, 06:08 UTC · 11h ago
Verdict
Headline takes no side. We score NKE −0.80 across five claims — strongly bearish.
−0.80strongly bearish
More negative than 85% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 5 new · 0 priced in
Nike reported a 22% revenue cratering in the Greater China market for the first quarter of fiscal 2027.
Newreported after market close on Thursday
So whatThis steep decline in a primary growth engine suggests a significant hit to FY2027 EPS estimates.
More negative than 99% of claims this week
Revenue for the first quarter of fiscal 2027 slid by 4% year over year to $11.21 billion, missing analyst models of $11.35 billion.
Continue reading
5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Newreported after market close on Thursday
So whatThe $140 million revenue miss indicates that the current turnaround strategy has not yet stabilized the top line.
More negative than 95% of claims this week
Footwear revenue, the company's most important category, fell 6% year over year to $6.95 billion.
Newreported after market close on Thursday
So whatAs footwear comprises over 60% of total quarterly revenue, this decline offsets growth in apparel and equipment.
More negative than 91% of claims this week
Direct-to-consumer (DTC) revenue slumped by 8% to $4.1 billion.
Newreported after market close on Thursday
More negative than 86% of claims this week
Nike reported first quarter GAAP net income of $712 million, or $0.48 per share, beating analyst estimates of $0.44 per share.
Newreported after market close on Thursday
So whatThe $0.04 EPS beat suggests disciplined cost management despite the revenue contraction.
More positive than 53% of claims this week
Which stocks this story touches
More negative than 85% of ticker scores this week
The company reported a revenue decline, a significant cratering in Greater China sales, and weak guidance, leading to an aggressive sell-off.
More positive than 50% of ticker scores this week
Mentioned as a retailer Nike is now attempting to rebuild relationships with after a flawed direct-to-consumer strategy.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
Schaeffers Research
3h ago
[a_to_b] Nike supplies footwear and apparel to Foot Locker, a retailer with whom Nike is rebuilding ties.
−5.2%
Price agrees with the score
$33.33 vs $35.15 close before publication (Oct 1) · not market-adjusted
NKE chart →
