NKE · NIKE, Inc.
3 customers — 29% of revenue (fiscal 2026)
“During fiscal 2026, our three largest United States customers accounted for approximately 29% of sales in the United States.”
3 customers — 16% of revenue (fiscal 2026)
“During fiscal 2026, NIKE's three largest customers outside of the United States accounted for approximately 16% of total non-U.S. sales.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Dividends | $2.4B | fiscal 2026 | — |
| NIKE Brand Digital | -12% | fiscal 2026 | — |
| NIKE Direct revenues | $17.7B | fiscal 2026 | — |
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| NIKE-owned stores | -4% | fiscal 2026 | — |
| Share repurchases | $123M | fiscal 2026 | — |
| Wholesale revenues | $27.5B | fiscal 2026 | — |
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| Dividends returned to shareholders | $609M | Q3 FY2026 | — |
| NIKE Brand Digital revenues change | -9% | Q3 FY2026 | — |
| NIKE-owned stores revenues change | -5% | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Footwear & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NKE
this stock
NIKE, Inc.
|
$57.99B | -37.1% | +0.2% | 18.6 | 3.9% |
|
DECK
Deckers Outdoor Corp
|
$12.49B | -13.7% | +9.8% | 13.0 | 4.7% |
|
ONON
On Holding AG
|
$10.46B | -33.2% | — | — | 5.9% |
|
BIRK
Birkenstock Holding plc
|
$6.15B | -11.7% | — | — | 5.4% |
|
CROX
Crocs, Inc.
|
$6.08B | +47.0% | -1.5% | — | 9.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NKE | -3.1% | -6.8% | -36.8% | -4.0% | -37.1% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | -2.7% | -9.3% | -47.5% | -6.7% | -49.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.