NKE's Growth Comparisons in I. Quarter 2026
Although the Apparel, Footwear & Accessories industry saw advancing Revenue by 3.69%, Nike Inc announced -4.33% year on year sales decline in the first quarter 2026, to $ 11.21 billions, and underperformed the 8.48% Revenue growth in the Consumer Discretionary sector. Weak first quarter sales, in Apparel, Footwear & Accessories industry and within the Consumer Discretionary sector, were reflected in Nike Inc results which underperformed overall market.
Comparing the company's Revenue to the fourth quarter results, sales were higher by 2.2% . On the yearly basis, average annual sales growth for Nike Inc is 0.82%, while S & P 500's including only Businesses with the first quarter 2026 earnings, average annual sales growth is 13.63% over the past five years.
| 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 % |
Although the Apparel, Footwear & Accessories industry saw advancing EPS by 48.17%, Nike Inc announced -2.04% year on year income per share decline in the first quarter, to $ 0.48, and underperformed the 93.64% EPS rise in the Consumer Discretionary sector. Consumer Discretionary sector grew above market average, while Apparel, Footwear & Accessories industry and Nike Inc results underperformed, in the first quarter.
Bottom-line fell by -33.33% from the fourth quarter results. Comparing the annual growth, income per share of -10.02% on average in last five years, to the S & P 500's, including only Businesses with the first quarter 2026 earnings, average yearly income per share growth is 23.95%. Nike Inc grew less than the market.