Nike Inc Class B

NKE: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Nike Earnings: Positive Signs Amid a Frustratingly Slow Turnaround; Shares Attractive

David Swartz

Apr 1, 2026

Nike had flat sales in fiscal 2026's third quarter as 3% growth in North America (45% of sales) was offset by challenges elsewhere. Its gross margin fell 130 basis points to 40.2% on higher tariffs, and its operating margin dropped to 4.9% from 7% due, primarily, to layoff-related severance costs.

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Nike Inc Class B

Nike Earnings: Positive Signs Amid a Frustratingly Slow Turnaround; Shares Attractive

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