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.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($51.2B)

静的データ（リアルタイム財務ロード中…）

North America (42%)

EMEA (26%)

Greater China (15%)

APLA (12%)

Converse (5%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

競合他社

Lululemon Athletica Inc.

Athletic apparel and footwear

影響: Growing competitor

Deckers Outdoor Corporation

Athletic footwear (HOKA)

影響: Emerging competitor

主要顧客

The Home Depot, Inc.

Certain Nike products through retail channels

影響: Low — primarily DTC

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Beaverton, Oregon, USA

設立

1964

従業員数

79,400

ウェブサイト

nike.com

セクター概況 — 소비재 (경기민감)

セクターニュース