NIKE, Inc.

NKEleader

NIKE is the world's largest athletic footwear and apparel company, known for iconic brands including Nike, Jordan, and Converse. The company has aggressively shifted toward direct-to-consumer sales channels.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($51.2B)

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North America (42%)

EMEA (26%)

Greater China (15%)

APLA (12%)

Converse (5%)

Segment Breakdown & Key Customers

Product Details

Footwear65%

Athletic and casual footwear across running, basketball, Jordan, and lifestyle categories

Apparel27%

Performance and lifestyle clothing including Dri-FIT, Tech Fleece, and ACG

Equipment & Converse8%

Sports equipment, accessories, and Converse brand products

Supply Chain Relationships

Competitors

Lululemon Athletica Inc.

Athletic apparel and footwear

Impact: Growing competitor

Deckers Outdoor Corporation

Athletic footwear (HOKA)

Impact: Emerging competitor

Key Customers

The Home Depot, Inc.

Certain Nike products through retail channels

Impact: Low — primarily DTC

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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AI Analysis

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Company Info

Headquarters

Beaverton, Oregon, USA

Founded

1964

Employees

79,400

Website

nike.com

Sector Overview — 소비재 (경기민감)

Sector News