Nike's revenue in the second fiscal quarter was 12.4 billion US dollars

Nike's second-quarter revenue reached 12.4 billion US dollars.On December 19th, the Nike Group released its financial report for the second quarter of the 2026 fiscal year. During this period, Nike's revenue was 12.4 billion US dollars, with 1.423 billion US dollars in revenue from the Greater China region. Nike's business revenue from distributors was 7.5 billion US dollars, an increase of 8% compared to the report. Nike's inventory assets were 7.7 billion US dollars, and its inventory decreased by 3% year-on-year, accelerating its return to a healthy level.

Currently, the Nike brand is in a critical stage of global transformation. Through multiple measures such as optimizing inventory structure, enhancing supply chain management flexibility, and comprehensively upgrading retail experience, it is promoting the transformation process collaboratively. From the regional performance perspective, the North American market achieved a 9% stable growth in this fiscal quarter, providing a strong validation of the company's transformation strategy.

Nike's second-quarter revenue was 12.4 billion US dollars. Although it decreased by 8% compared to the previous year, it still exceeded analysts' expectations.

This performance had a multi-faceted impact on the business sector. One aspect was the influence on market response and stock prices. In the 2024 December release of the 2025 fiscal year second-quarter report, Nike's revenue was 12.4 billion US dollars, exceeding the 12.1 billion US dollars expected by Wall Street analysts. This positive signal was immediately reflected in the stock price after the report release, boosting market sentiment and causing Nike's stock price to rise by 10% in the after-hours trading. However, in the 2025 December release of the 2026 fiscal year second-quarter report, although revenue was 12.4 billion US dollars, higher than analysts' expectations of 12.24 billion US dollars, the net profit dropped to 810 million US dollars, with earnings per share of 0.53 US dollars, lower than the 0.78 US dollars in the previous year. This significant decline in net profit led to a nearly 10% drop in Nike's stock price in the after-hours trading. This indicates that the market still has an optimistic attitude towards Nike's performance and is also confident in its long-term development prospects. The unexpected growth in revenue helps to enhance investors' confidence in Nike, attracting more investors to pay attention to Nike, and providing strong support for Nike's future financing and expansion.

The impact on commercial competition is also significant. Nike's new CEO clearly stated that the top priority is to return to sports and place sports at the center of all work. This strategic adjustment helps Nike refocus on its core business, strengthen brand differentiation, and enhance market competitiveness. The unexpected growth in Nike's revenue may trigger other sports brands to compete for market share. Other brands may increase their market investment and launch more innovative products to cope with Nike's competitive pressure. As a global leader in sports brands, Nike's strategic adjustments and market performance often lead industry trends. Nike's return to sports, increased investment in innovation, and other measures may prompt other brands to follow its footsteps. Nike is also continuously promoting digital transformation, improving the accuracy of online traffic, and reducing reliance on offline traffic and operating costs. At the same time, Nike is optimizing its sales channel layout, strengthening cooperation with wholesalers, and improving channel efficiency. Together, they are promoting the development of the sports industry.

The impact on commercial inventory and costs is also significant. Nike's inventory assets in the second quarter were 7.7 billion US dollars, a 3% decrease compared to the previous year, accelerating its return to a healthy level. This indicates that Nike's inventory management is improving, helping to reduce inventory costs and improve the efficiency of capital utilization. Although product input costs and warehousing and logistics costs have decreased, Nike's gross profit margin decreased by 100 basis points to 43.6%. This indicates that Nike still faces challenges in cost control and needs to further optimize the cost structure to enhance profitability. Meanwhile, Nike is taking active measures to continuously improve inventory issues and has already seen initial results. This helps Nike optimize supply chain management, enhance the flexibility and response speed of the supply chain, and better meet market demand.

In conclusion, whether Nike can regain its growth momentum and improve its profit level through these adjustments and strategies remains to be seen and is worthy of continuous attention in the business community.