For the quarter ended May 2025, Nike (NKE) reported revenue of $11.1 billion, down 12% over the same period last year. EPS came in at $0.14, compared to $1.01 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $10.72 billion, representing a surprise of +3.56%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.12.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Nike performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- Asia Pacific & Latin America: $1.58 billion versus the eight-analyst average estimate of $1.50 billion. The reported number represents a year-over-year change of -7.6%.
- Geographic Revenue- Greater China: $1.48 billion versus the eight-analyst average estimate of $1.48 billion. The reported number represents a year-over-year change of -20.8%.
- Geographic Revenue- Europe, Middle East and Africa: $3 billion versus the eight-analyst average estimate of $2.84 billion. The reported number represents a year-over-year change of -8.9%.
- Geographic Revenue- North America: $4.70 billion compared to the $4.48 billion average estimate based on eight analysts. The reported number represents a change of -10.9% year over year.
- Geographic Revenue- Total Nike Brand: $10.76 billion versus the seven-analyst average estimate of $10.34 billion. The reported number represents a year-over-year change of -11.4%.
- Geographic Revenue- Greater China- Equipment: $30 million versus $43.42 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -34.8% change.
- Revenue- Converse: $357 million versus $428.77 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -25.6% change.
- Revenue- Global Brand Divisions: $9 million compared to the $11.51 million average estimate based on seven analysts. The reported number represents a change of -18.2% year over year.
- Revenue- Corporate: -$23 million versus the seven-analyst average estimate of -$21.23 million. The reported number represents a year-over-year change of 0%.
- Revenue- Footwear: $7.19 billion versus the five-analyst average estimate of $6.84 billion. The reported number represents a year-over-year change of -12.8%.
- Revenue- Equipment: $567 million versus the five-analyst average estimate of $550.19 million. The reported number represents a year-over-year change of -1.9%.
- Revenue- Apparel: $3 billion compared to the $2.94 billion average estimate based on five analysts. The reported number represents a change of -9.7% year over year.
View all Key Company Metrics for Nike here>>>
Shares of Nike have returned -1.5% over the past month versus the Zacks S&P 500 composite's +5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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NIKE, Inc. (NKE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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