Nike Turnaround: Marathon, Not a Sprint, as Tariffs Weigh and Digital Sales Dip 15%
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Nike reported a 9% year-over-year revenue decline to $11.3 billion in its fiscal 2025 third quarter, with significant challenges across digital sales, geographic markets, and product lines. The company is repositioning its digital strategy, reducing promotional days, and focusing on a full-price business model while navigating external uncertainties like tariffs and geopolitical dynamics.
March 21, 2025 | 1:00 am
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Nike's quarterly results show significant challenges in digital sales, with a 15% decline and expectations of double-digit digital traffic drop in fiscal 2026. Tariffs and geopolitical uncertainties are adding complexity to the company's recovery strategy.
Weak quarterly results, declining digital sales, tariff impacts, and cautious forward guidance suggest potential short-term stock price pressure. Management acknowledges challenges and is implementing a strategic reset, which may take time to show results.
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