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CLAIM #46554 · Nike Inc (NKE) · 2026Q1 earnings call · Sep 30, 2025 · due Mar 31, 2027

we're confident that the win-now actions that were put in place will help us return the market over time back to growth.

Elliott Hill · CEO

PENDING
graded after results covering Mar 31, 2027 are reported

How to check this claim

Look at: Nike China revenue growth (year-over-year, as reported in company segment disclosures)

It came true if: China segment revenue growth > 0% year-over-year, sustained for at least one full fiscal quarter

Where: Nike quarterly earnings release / 10-Q or 10-K segment reporting (Greater China revenue)

In context

aine Hutchinson of Bank of America. Your line is open. Lorraine Hutchinson: Thank you. Good afternoon. I wanted to see if you could focus on China for a minute. Can you talk about the strategies that you're using to turn the digital business? And then also the cost and timeline of the store refresh? Elliott Hill: Lorraine, thanks for the question. Let me start maybe a little bit bigger picture on China really quickly. We believe in the long-term opportunity in China, and I said it in my prepared remarks, it starts with us leading with sport. You know, we see that sport continues to grow. It's a tailwind in that country, and we think it'll unlock further growth. We were just there, Matt and I and the leadership team, and we left with an even stronger belief in the future of the market. And we're confident that the win-now actions that were put in place will help us return the market over time back to growth. But as Matt said, with this year, we've got some work to do. You've already touched on it. There are structural differences in the marketplace. And that's why, really, China's on a different timeline. But here's how we think about winning in that marketplace. When we lead with sport, and starting with innovative product, running, training, basketball, especially outdoor basketball, and football, and when we supplement that assortment with our GeoExpress lane, which is our local for local product, we are seeing good results there. When we tell better stories, not only utilizing our global assets, but our local athletes, that also is paying dividends. And we're elevating the overall marketplace. As you pointed out, the digital marketplace is promotional. Those big consumer moments, eleven e

Verify independently

SEC filings for NKE · Claim quote is verbatim from the 2026Q1 earnings call.