“That is why I gave the commentary around, while the actions we are taking will create a headwind to revenue in Greater China, we do expect to see profitability bottom faster because it is going to be a healthier, more profitable business as we set that foundation for much more balanced growth as we go forward in China.”

How to check this claim

Look at: Greater China segment operating margin (or profitability trend), as reported quarterly

It came true if: Greater China profitability bottoms (reaches trough and then increases quarter-over-quarter) before revenue growth turns positive, by Q4 FY2027 (period ending May 2027)

Where: NKE quarterly earnings release / 10-Q/10-K segment data (Greater China revenue and EBIT margin)

Verify independently

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