Company facts
- Industry
- Rubber & Plastics Footwear
- Headquarters
- Beaverton, Oregon
- Most recent report
- 8-K, filed Nov 9, 2026
- Incorporated
- Oregon
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 320187
- Fiscal year ends
- May
- Filer status
- Large accelerated filer
Financials 8 of 45
News 8 of 119
Prospectuses and Registrations 8 of 19
- S-8 Registration statement for an employee plan Apr 10, 2026
- S-3ASR Automatic shelf registration Jul 17, 2025
- S-8 Registration statement for an employee plan Jul 20, 2023
- S-8 Registration statement for an employee plan Jul 21, 2022
- S-3ASR Automatic shelf registration Jul 21, 2022
- 424B2 Prospectus supplement for an offering Mar 27, 2020
- FWP Free writing prospectus Mar 25, 2020
- 424B5 Prospectus supplement for an offering Mar 25, 2020
Proxies 8 of 29
- DEFA14A Extra proxy material Jul 15, 2026
- DEF 14A Proxy statement for a shareholder vote Jul 15, 2026
- DEFA14A Extra proxy material Jul 17, 2025
- DEF 14A Proxy statement for a shareholder vote Jul 17, 2025
- PX14A6G Shareholder's own proxy material Sep 3, 2024
- PX14A6G Shareholder's own proxy material Aug 12, 2024
- PX14A6G Shareholder's own proxy material Aug 7, 2024
- DEFA14A Extra proxy material Jul 25, 2024
Ownership 8 of 762
- SCHEDULE 13G Large holder reported a passive stake Oct 30, 2026
- 4 Insider reported a trade Oct 16, 2026
- 144 Notice of a proposed sale of restricted stock Oct 5, 2026
- 144 Notice of a proposed sale of restricted stock Sep 30, 2026
- 4 Insider reported a trade Sep 17, 2026
- 3 Insider reported their initial holding Sep 17, 2026
- 4 Insider reported a trade Sep 10, 2026
- 4 Insider reported a trade Sep 10, 2026
Other 8 of 27
- ARS Annual report sent to shareholders Jul 22, 2026
- SD Conflict minerals disclosure May 29, 2026
- 11-K Employee stock plan report Nov 21, 2025
- ARS Annual report sent to shareholders Jul 24, 2025
- SD Conflict minerals disclosure May 30, 2025
- 11-K Employee stock plan report Nov 22, 2024
- ARS Annual report sent to shareholders Jul 31, 2024
- SD Conflict minerals disclosure May 31, 2024
What to read: Aug 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 0 positive, 10 notable, and 6 negative flags.
Financial Statements (Item 1)
Financial statements and notes carry real facts: revenue decline, inventory build, tax disputes, $1.0B restructuring.Notable- Effective tax rate rose to 22.7% from 21.1% because of foreign tax audit settlements booked in Q1 FY2027.
- Pending Belgian customs dispute over underpaid duties; company cannot estimate the range of loss and says a loss could have a material adverse effect.
- $1.1B of supplier obligations sit in accounts payable under voluntary supplier finance programs, a form of short-term financing.
- After quarter end, Nike announced a multi-year cost program with about $1.0B pre-tax charges, $0.3B expected in fiscal 2027.
Management's Discussion (Item 2)
Revenue down 4%, Greater China -26%, Converse -28%, restructuring $1B, cash flow weak.Notable- Gross margin +60 bps to 42.8% in Q1 FY2027, driven by lower warehousing/logistics costs (+90 bps).
- Inventories up 5% to $7.8B vs May 31, 2026, due to product mix shifts.
- New $1B restructuring program (Pace) announced Oct 2026, with $2.5B cumulative savings expected through FY2031.
- Share repurchases paused in Q1 FY2027; $12.1B of $18B authorization used, no shares bought this quarter.
Negative- NIKE Direct revenue -9% currency-neutral, digital sales -13%, store sales -5% in Q1 FY2027.
- Footwear revenue -6% currency-neutral, unit sales -5%, ASP down on higher discounts and channel mix in Q1 FY2027.
- EMEA revenue -5% currency-neutral, footwear -11%, NIKE Direct -12% in Q1 FY2027.
- Greater China revenue -26% currency-neutral, EBIT -34% in Q1 FY2027, driven by declining store traffic and promotions.
- Converse revenue -28% currency-neutral, EBIT -36% in Q1 FY2027, amid a strategic reset.
Unregistered Sales and Repurchases (Item 2)
Buyback pause is a major capital allocation shift for a company that spent $12.1B on repurchases.Notable
What changed: Aug 2026 vs. Feb 2026
About 12% of NKE's Aug 2026 10-Q is new information. 28 paragraphs were added, 150 changed, and 123 removed. Below are the most important lines SECSift identified.
Changed
- Converse revenues fell to $263M from $366M, a drop of $103M.
- Net income fell to $712M from $727M, a drop of $15M.
- Revenues fell to $11,213M from $11,720M, a drop of $507M.
- Greater China EBIT dropped 34% to $248M from $377M, with revenues down 26% currency-neutral.
- Revenues fell to $11.2B from $11.7B, down 4% reported and 5% currency-neutral.
- Greater China revenues fell to $1,180M from $1,512M, a drop of $332M.
- Current filing says no changes in internal controls this quarter. Prior filing said no other changes besides the ERP.
- Exhibit 10.1 changed from a 364-Day Credit Agreement dated March 6, 2026 to the Employee Stock Purchase Plan, as amended, filed September 10, 2026.
- Forward-looking risks now include 'risks relating to the program' and 'rebalancing of our product and channel mix' instead of just 'channel mix'.
Everything here comes from NIKE, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Aug 2026.