Analysts expect Nike Inc to report consensus revenue of $11.35 billion and earnings per share of $0.44 for the quarter ending August 31, 2026, as the stock trades near 12-year lows of $36.50 against an average price target of $46.62.
Investors are primarily focused on the recovery of the Greater China segment, where revenue is projected to decline 12.6% year-over-year to $1.30 billion.
This report is a critical test for CEO Elliott Hill’s "Win Now" turnaround strategy to revitalize innovation and repair wholesale relationships. Mounting headwinds from trade tariffs and intense competition from local Chinese brands continue to weigh on sentiment after Nike’s recent removal from the S&P 100.