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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($51.2B)

Data statis (memuat keuangan langsung…)

North America (42%)

EMEA (26%)

Greater China (15%)

APLA (12%)

Converse (5%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pesaing

Lululemon Athletica Inc.

Athletic apparel and footwear

Dampak: Growing competitor

Deckers Outdoor Corporation

Athletic footwear (HOKA)

Dampak: Emerging competitor

Pelanggan Utama

The Home Depot, Inc.

Certain Nike products through retail channels

Dampak: Low — primarily DTC

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

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%

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Beaverton, Oregon, USA

Didirikan

1964

Karyawan

79,400

Situs Web

nike.com

Gambaran umum sektor — 소비재 (경기민감)

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