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CLAIM #46580 · Nike Inc (NKE) · 2026Q3 earnings call · Mar 31, 2026 · due Dec 31, 2026

From here, we expect that to translate into consistent growth in North America.

Elliott Hill · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: NIKE North America segment revenue growth, year-over-year (as reported, currency-neutral or reported basis)

It came true if: North America segment revenue growth > 0% for at least two consecutive reported quarters following the statement

Where: NIKE quarterly earnings release / 10-Q segment disclosures (North America revenue)

In context

in athletic specialty. And we are fully committed to our partners in running specialty, Football specialty, and city specialty through our investments in product innovation and presentation. Ultimately, this is about creating a more profitable business model for both sides of the partnership. In NIKE Direct, we have elevated our own experiences, setting the standard for how our brands show up in the marketplace. We have intentionally cleaned the market in all channels. The teams are hyper-focused on consumer-right assortments and presenting them in environments that tell our best innovation stories, all with the goal of accelerating sell-through. If Running shows what our sport offense can do, North America shows the power of our complete portfolio in an elevated, integrated marketplace. From here, we expect that to translate into consistent growth in North America. I will finish with the areas of our business that are earlier in the journey, starting with our growing portfolio of emerging brands. This quarter, we tapped into the energy of the Winter Olympics in Milan and Cortina to build excitement around ACG. It was a world-class execution that showcased the ACG logo on all Team USA athletes. We executed creative brand marketing, including an experiential chain from Milan to the Alps called the All Conditions Express, and we elevated our presentation in more than 600 retail doors around the world, including a stand-alone ACG door in Beijing. The NIKE ACG team is committed to serving the outdoor athlete by creating the world's most innovative footwear, apparel, and accessories, building our presence authentically over time by supporting world-class

Verify independently

SEC filings for NKE · Claim quote is verbatim from the 2026Q3 earnings call.