CLAIM #46570 · Nike Inc (NKE) · 2026Q2 earnings call · Dec 18, 2025 · due May 31, 2026
“I would also say that we've said that we believe we're gonna drive modest growth in wholesale this year.”
Matt Friend · CFO
In context
“we know that the path back to profitable and sustainable growth is through the win now action. We also believe in the sport offense and our ability to create beautiful products, and then pay it off in an integrated marketplace. We just have three brands in multiple sports. And four geos in 190 countries, and they're all operating at different timelines. And so that's the reason why we keep saying that, you know, we have different timelines, and it's just gonna take time. So I will just sort of point to the place we focus first, which is North America, and we're having great success there. So we're confident in our path forward. Matt Friend: Yeah. And I just would add, Ike, that we said on North America that, you know, we're growing increasingly confident that we can sustain that momentum. I would also say that we've said that we believe we're gonna drive modest growth in wholesale this year. Starting to have more confidence in that dimensionality of the business. What you also heard on the call today was that, you know, we took some unplanned actions in Greater China. As we're navigating real-time through, some of the challenges that we see in some of the businesses that are under reset. And so, you know, we're gonna continue to take it ninety days at a time for now. To give ourselves the flexibility to make the right decision for the long-term health of our brands. And, you know, much of what we said today is consistent with what we've been talking about for the past couple quarters. Operator: Our next question will come from the line of Bob Drbul with BTIG. Please go ahead. Bob Drbul: Hi. Good afternoon. Just a could ask two questions. I think the first one is you know, on”
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SEC filings for NKE ↗ · Claim quote is verbatim from the 2026Q2 earnings call.