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NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript

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Q4: 2026-06-30 Earnings Summary

EPS of $0.20 beats by $0.07

 | Revenue of $10.97B (-1.13% Y/Y) beats by $122.60M

NIKE, Inc. (NKE) Q4 2026 Earnings Call June 30, 2026 5:00 PM EDT

Company Participants

Paul Trussell – VP & Treasurer
Elliott Hill – CEO, President & Director
Matthew Friend – Executive VP & CFO

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Conference Call Participants

Adrienne Yih-Tennant – Barclays Bank PLC, Research Division
Robert Drbul – BTIG, LLC, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Lorraine Maikis – BofA Securities, Research Division
Michael Binetti – Evercore ISI Institutional Equities, Research Division
Aneesha Sherman – Bernstein Institutional Services LLC, Research Division
Irwin Boruchow – Wells Fargo Securities, LLC, Research Division

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Presentation

Operator

Good afternoon, everyone, and welcome to NIKE, Inc.’s Fourth Quarter Fiscal 2026 Conference Call. For those who want to reference today’s press release, you’ll find it at investors.nike.com. Leading today’s call is Paul Trussell, VP of Corporate Finance and Treasurer. I’d now like to turn the call over to Paul Trussell.

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Paul Trussell
VP & Treasurer

Thank you, operator. Hello, everyone, and thank you for joining us today to discuss NIKE, Inc.’s Fourth Quarter Fiscal 2026 results. Joining us on today’s call will be NIKE, Inc. President and CEO, Elliott Hill; and EVP and CFO, Matt Friend.

Before we begin, let me remind you that participants on this call will make forward-looking statements based on current expectations and those statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties are detailed in NIKE’s reports filed with the SEC. In addition, participants may discuss non-GAAP financial measures and nonpublic financial and statistical information. Please refer to NIKE’s earnings press release or NIKE’s website, investors.nike.com for comparable GAAP measures and quantitative reconciliations.

All growth comparisons on the call today are presented on a year-over-year basis and are currency neutral unless otherwise noted. We will start with prepared remarks and then open

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