NKE's Growth Comparisons in IV. Quarter 2026
Although the Apparel, Footwear & Accessories industry saw advancing Revenue by 3.69%, Nike Inc announced -1.13% year on year sales decline in the fourth quarter 2026, to $ 10.97 billions, and underperformed the 7.7% Revenue growth in the Consumer Discretionary sector. Weak fourth quarter sales, in Apparel, Footwear & Accessories industry and within the Consumer Discretionary sector, were reflected in Nike Inc results which underperformed overall market.
Top-line fell by -2.72% from the third quarter. Average annual sales growth for Nike Inc is 0.82%, while S & P 500's average yearly sales increase is 10.59%, including only Businesses with the fourth quarter 2026 financial results.
| Segment Name |
Y / Y |
Sequential |
| Sales to Wholesale Customers |
|
3.85 % |
-13.53 % |
| Sales through Direct to Consumer |
|
-5.09 % |
-2.19 % |
| Other |
|
107.69 % |
-27.03 % |
| Footwear |
|
0.36 % |
-4.17 % |
| Apparel |
|
-0.59 % |
-18.49 % |
| Equipment |
|
-2.48 % |
-14.95 % |
| TOTAL NIKE BRAND |
|
1.12 % |
- |
| TOTAL NIKE BRAND Sales to Wholesale Customers |
|
5.05 % |
- |
| TOTAL NIKE BRAND Sales through Direct to Consumer |
|
-3.9 % |
- |
| TOTAL NIKE BRAND Other |
|
-41.67 % |
- |
| TOTAL NIKE BRAND NORTH AMERICA |
|
3.33 % |
- |
| TOTAL NIKE BRAND NORTH AMERICA Sales to Wholesale Customers |
|
10.76 % |
- |
| TOTAL NIKE BRAND NORTH AMERICA Sales through Direct to Consumer |
|
-4.52 % |
- |
| TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA |
|
2.24 % |
- |
| TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA Sales to Wholesale Customers |
|
5.61 % |
- |
| TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA Sales through Direct to Consumer |
|
-3.92 % |
- |
| TOTAL NIKE BRAND GREATER CHINA |
|
-6.81 % |
- |
| TOTAL NIKE BRAND GREATER CHINA Sales to Wholesale Customers |
|
-10.75 % |
- |
| TOTAL NIKE BRAND GREATER CHINA Sales through Direct to Consumer |
|
-1.49 % |
- |
| TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA |
|
1.36 % |
- |
| TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA Sales to Wholesale Customers |
|
5.57 % |
- |
| TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA Sales through Direct to Consumer |
|
-4.31 % |
- |
| CONVERSE |
|
-34.81 % |
-12 % |
| CONVERSE Sales to Wholesale Customers |
|
-31.73 % |
-0.7 % |
| CONVERSE Sales through Direct to Consumer |
|
-38.24 % |
-20.45 % |
| CONVERSE Other |
|
-37.04 % |
-32 % |
| Footwear TOTAL NIKE BRAND |
|
2.01 % |
- |
| Footwear TOTAL NIKE BRAND NORTH AMERICA |
|
6.19 % |
- |
| Footwear TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA |
|
2.7 % |
- |
| Footwear TOTAL NIKE BRAND GREATER CHINA |
|
-7.41 % |
- |
| Footwear TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA |
|
-0.1 % |
- |
| Footwear CONVERSE |
|
-33.81 % |
-9.41 % |
| Apparel TOTAL NIKE BRAND |
|
-0.28 % |
- |
| Apparel TOTAL NIKE BRAND NORTH AMERICA |
|
-1.99 % |
- |
| Apparel TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA |
|
1.42 % |
- |
| Apparel TOTAL NIKE BRAND GREATER CHINA |
|
-3.64 % |
- |
| Apparel TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA |
|
6.42 % |
- |
| Apparel CONVERSE |
|
-45.45 % |
-20 % |
| Equipment TOTAL NIKE BRAND |
|
-1.89 % |
- |
| Equipment TOTAL NIKE BRAND NORTH AMERICA |
|
-0.9 % |
- |
| Equipment TOTAL NIKE BRAND EUROPE MIDDLE EAST AFRICA |
|
1.92 % |
- |
| Equipment TOTAL NIKE BRAND GREATER CHINA |
|
-20.51 % |
- |
| Equipment TOTAL NIKE BRAND ASIA PACIFIC LATIN AMERICA |
|
-3.33 % |
- |
| Equipment CONVERSE |
|
-42.86 % |
-20 % |
| Other TOTAL NIKE BRAND |
|
-41.67 % |
- |
| Other CONVERSE |
|
-37.04 % |
-32 % |
| GLOBAL BRAND DIVISIONS |
|
- |
-22.22 % |
| GLOBAL BRAND DIVISIONS Other |
|
- |
-22.22 % |
| GLOBAL BRAND DIVISIONS TOTAL NIKE BRAND |
|
-41.67 % |
- |
| CORPORATE |
|
- |
0 % |
| CORPORATE Other |
|
- |
0 % |
| Total |
|
0.09 % |
-9.24 % |
Reporting 404% surge year on year in the fourth quarterEPS, Nike Inc led the 47.66% increase in the Apparel, Footwear & Accessories industry, and 88.98% rise in the Consumer Discretionary sector. Despite modest earnings per share rises in the Consumer Discretionary sector and Apparel, Footwear & Accessories industry, Nike Inc reported above average market earnings per share growth.
The Company's sequential EPS growth rate was very impressive 105.71% from the third quarter. Average yearly income per share growth for Nike Inc is -10.02%, while S & P 500's average annual income per share growth is 22.96% over the five years, including only Businesses with the fourth quarter 2026 earnings results.
