NIKE, Inc. Class B (NKE.US) exceeded expectations in both profit and revenue for the fourth quarter, with its running business leading the way for multiple quarters.

On July 1, NIKE, Inc. Class B (NKE.US) released its financial report for the fourth quarter and full year of fiscal year 2026. The report shows that global revenue for the fourth quarter was $11 billion, with both profits and revenue exceeding expectations. The full year revenue was $46.4 billion, remaining flat compared to the same period last year. The running category has achieved double-digit growth for five consecutive quarters, with a cumulative growth of about $1 billion, and maintained mid-single-digit growth in this quarter, becoming the key driver in driving overall business recovery. Elliott Hill, President and CEO of NIKE, Inc. Class B, said: "In fiscal year 2026, we took decisive action to further strengthen the foundation of NIKE, Inc. Class B and drive business transformation to achieve long-term growth. We have made substantial structural improvements around team culture, product innovation, brand influence, and how to better serve consumers in various countries and cities, laying the foundation for the 'Sport Offense' strategy."