NKE catalysts
Catalysts and events linked to NKE, newest first.
NKE stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Nike Restructures Operations as Shares Remain 80% Below All-Time High 2026-10-15 · Mixed | restructuring cash charges and wholesale wholesale inventory realignments | Source confirms Nike is undergoing a business restructuring after an 80% share price drawdown. | Not recorded |
| Nike Executes Restructuring as Stock Trades Down 80% From All-Time High 2026-10-15 · Mixed | restructuring costs offsetting margin recovery from wholesale channel pivot | Source notes Nike is restructuring amid declining sales, rising costs, and an 80% stock decline from highs. | Not recorded |
| Nike fiscal Q1 revenue falls 4% with Greater China down 26% and payout ratio at 85.7% 2026-10-05 · Down | earnings multiple compression and dividend coverage strain from regional sales contraction | Nike reported a 4% overall revenue decline, a 26% drop in China sales, and an 85.7% payout ratio. | Not recorded |
| Nike Reports Fiscal Q1 Revenue Down 4% With Greater China Sales Dropping 26% 2026-10-05 · Down | valuation multiple compression on China revenue deterioration and elevated dividend payout ratio | Nike reported a 4 percent Q1 revenue decline, 26 percent China drop, and an 85.7 percent payout ratio. | Not recorded |
| Nike Reports 4% Fiscal Q1 Revenue Drop and 26% Contraction in Greater China 2026-10-05 · Down | multiple contraction driven by top-line erosion and elevated dividend payout burden | Nike reports Q1 revenue decline of 4% and 26% drop in China. | Not recorded |
| Nike Reports 4% Q1 Revenue Drop With China Down 26% and Payout Ratio at 85.7% 2026-10-05 · Down | earnings multiple de-rating driven by regional sales contraction and payout ratio expansion | Nike reported a 4% revenue drop, 26% China sales drop, and 85.7% dividend payout ratio. | Not recorded |
| Nike Reports Fiscal Q1 2027 Revenue Decline of 4% With 26% China Contraction 2026-10-05 · Down | earnings multiple compression and dividend coverage compression | Nike reported a 4% fiscal Q1 revenue decline, 26% China sales drop, and an 85.7% payout ratio. | Not recorded |
| Nike drops on Q1 sales decline and lowered fiscal 2027 revenue guidance 2026-10-02 · Down | earnings multiple derating and cash flow contraction on guidance cut | Nike missed revenue estimates at $11.21B and guided FY2027 revenue to drop high-single digits. | Not recorded |
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DateCardAvg 5d
- 2026-10-15Nike Restructures Operations as Shares Remain 80% Below All-Time HighNKE
- 2026-10-15Nike Executes Restructuring as Stock Trades Down 80% From All-Time HighNKE
- 2026-10-05Nike fiscal Q1 revenue falls 4% with Greater China down 26% and payout ratio at 85.7%NKE+4.09%
- 2026-10-05Nike Reports Fiscal Q1 Revenue Down 4% With Greater China Sales Dropping 26%NKE+4.09%
- 2026-10-05Nike Reports 4% Fiscal Q1 Revenue Drop and 26% Contraction in Greater ChinaNKE+4.09%
- 2026-10-05Nike Reports 4% Q1 Revenue Drop With China Down 26% and Payout Ratio at 85.7%NKE+4.09%
- 2026-10-05Nike fiscal Q1 revenue falls 4% with Greater China down 26% and payout ratio at 85.7%NKE+4.09%
- 2026-10-05Nike Reports Fiscal Q1 Revenue Down 4% With Greater China Sales Dropping 26%NKE+4.09%
- 2026-10-05Nike Reports Fiscal Q1 2027 Revenue Decline of 4% With 26% China ContractionNKE+4.09%
- 2026-10-02Nike Q1 revenue misses $11.21B vs $11.40B and China falls 22% — NKE consumer-demand de-rateNKE+2.48%
- 2026-10-02Nike Q1 revenue $11.21B misses $11.40B with China down 22% — NKE margin and multiple resetNKE+2.48%
- 2026-10-02Nike Q1 sales $11.21B vs $11.40B, China -22% — NKE FY2027 EPS and multiple resetNKE+2.48%
- 2026-10-02Nike Q1 revenue falls 4.3% as Greater China sales drop 22% YoYNKE+2.48%
- 2026-10-02Nike Reports Q1 Revenue Miss and Lowers Full-Year GAAP EPS GuidanceNKE+2.48%
- 2026-10-02Nike drops on Q1 sales decline and lowered fiscal 2027 revenue guidanceNKE+2.48%
- 2026-10-02Nike Reports Q1 Revenue Miss and Lowers Full-Year GAAP EPS GuidanceNKE+2.48%
- 2026-10-02Nike drops on Q1 sales decline and lowered fiscal 2027 revenue guidanceNKE+2.48%
- 2026-10-02Nike Q1 revenue falls 4.3% as Greater China sales drop 22% YoYNKE+2.48%
- 2026-09-29Nike Turnaround Faces Oct 1 Earnings Test Amid China Demand ContractionNKE
- 2026-09-29Nike faces critical Oct 1 earnings after 43% drop on weak China demandNKE
- 2026-09-29Nike Reports Oct. 1 as Shares Face 43% YTD Drop on China and Consumer HeadwindsNKE
- 2026-09-29Nike faces critical Oct 1 earnings after 43% drop on weak China demandLULU NKE
- 2026-09-29Nike Reports Oct. 1 as Shares Face 43% YTD Drop on China and Consumer HeadwindsLULU NKE
- 2026-09-29Nike Turnaround Faces Oct 1 Earnings Test Amid China Demand ContractionLULU NKE
- 2026-09-14Nike Removed from S&P 100 Index Effective September 21 RebalancingNKE
- 2026-09-14Nike Removed from S&P 100 Index Effective September 21 RebalancingNKE
- 2026-09-14Nike Removed from S&P 100 Index Effective September 21 RebalancingNKE
- 2026-09-14Nike Removed From S&P 100 in Rebalancing Effective September 21NKE
- 2026-09-13Nike Dropped From S&P 100 in Quarterly Rebalance Effective Sept 21NKE
- 2026-09-13Nike Removed From S&P 100 Index Effective September 21 RebalancingNKE
- 2026-09-13Nike Removed From S&P 100 Index in Rebalance Effective September 21NKE
- 2026-09-13Nike Removed From S&P 100 Index Effective September 21 RebalancingNKE OEF
- 2026-09-13Nike Removed From S&P 100 Index Effective September 21 Following Margins SlumpNKE SPY-0.34%
- 2026-09-13Nike Dropped From S&P 100 in Quarterly Rebalance Effective Sept 21NKE
- 2026-09-04Lululemon comparable sales drop 9% in Q2 prompting full-year guidance cutLULU NKE
- 2026-09-04Lululemon comparable sales drop 9% in Q2 prompting full-year guidance cutNKE
- 2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Full-Year Guidance CutNKE
- 2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Full-Year Guidance CutLULU NKE
- 2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Full-Year Guidance CutLULU NKE
- 2026-09-04Lululemon comparable sales drop 9% in Q2 prompting full-year guidance cutLULU NKE
- 2026-09-04Lululemon cuts full-year guidance as Q2 comparable sales decline 9%LULU NKE
- 2026-09-04Lululemon cuts full-year guidance as Q2 comparable sales decline 9 percentLULU NKE SPY-1.21%
- 2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Slashed Full-Year OutlookLULU NKE
- 2026-09-02Dick's Sporting Goods lowers full-year guidance on Foot Locker acquisition dragDKS NKE
- 2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsNKE
- 2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsDKS NKE
- 2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsDKS NKE
- 2026-09-02Dicks Sporting Goods drops 30% after Q2 net income falls to $315M and guidance cutDKS NKE
- 2026-09-02Dick's Sporting Goods lowers full-year guidance on Foot Locker acquisition dragDKS NKE
- 2026-08-06Section 301 Tariffs Replace Global 10% Duty Across 60 CountriesNKE NUE
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