Nike Inc Cl B Stock Price, News & Analysis

BetterInvesting Magazine has selected Booz Allen Hamilton (NYSE: BAH) as its "Stock to Study" for the September 2025 issue, citing the company's fundamental data as worthy of further investor analysis. The magazine's Editorial Advisory and Securities Review Committee will provide a comprehensive review of BAH's performance metrics including sales, earnings, pre-tax profit, and return on equity.

The same issue will also feature a fundamental review of Nike (NYSE: NKE), which the committee considers potentially undervalued. The analysis is conducted by a committee of six CFA charterholders, chaired by editor Doron P. Levin.

NIKE Inc. (NYSE:NKE) reported disappointing financial results for Q4 and full fiscal year 2025. Full-year revenues declined 10% to $46.3 billion, while Q4 revenues fell 12% to $11.1 billion. The company's performance was marked by significant challenges, with Q4 net income dropping 86% to $0.2 billion and diluted EPS falling to $0.14.

NIKE Direct revenues decreased 14% to $4.4 billion in Q4, with NIKE Brand Digital down 26%. Gross margin contracted 440 basis points to 40.3%. The company maintained its commitment to shareholder returns, marking 23 consecutive years of increasing dividends and returning approximately $5.3 billion to shareholders in fiscal 2025 through dividends and share repurchases.

Management announced a new "sport offense" strategy to reposition the business for future growth, focusing on key sports distinction and complete product portfolio development.

NIKE (NYSE:NKE) has announced the nomination of Jørgen Vig Knudstorp to its Board of Directors, with the election scheduled for the annual shareholders meeting on September 9, 2025. Knudstorp brings significant experience as the former CEO of LEGO Group (2004-2016) and Executive Chair of LEGO Brand Group (2017-2023).

Mark Parker, Executive Chairman of NIKE, highlighted Knudstorp's global expertise in brand and digital marketing, strategy, and consumer products, as well as his experience in developing corporate culture and values. Knudstorp, who currently serves as Deputy Chair of the LEGO Foundation, also holds positions as lead independent director at Starbucks Corporation and Partner at Innovation Endeavors.

NIKE Inc. (NYSE:NKE) has appointed Michael Gonda as its new Executive Vice President and Chief Communications Officer, effective July 7, 2025. Reporting to CEO Elliott Hill, Gonda will lead the global communications organization, overseeing communications strategy, storytelling, corporate and brand reputation, issues management, and employee engagement. Gonda joins from McDonald's Corporation, where he served as Chief Impact Officer for North America and Global Chief Communications Officer, managing communications, public affairs, sustainability, and community engagement. His previous experience includes senior leadership roles at Chobani and Weber Shandwick. An avid runner with international experience, Gonda holds a Bachelor's degree in English with Honors from Brown University.

NIKE (NYSE: NKE) has scheduled the release of its fourth quarter fiscal 2025 financial results for Thursday, June 26, 2025, at approximately 1:15 p.m. PT, after market close. The company will host a conference call at 2:00 p.m. PT to discuss the results, which will be accessible via live broadcast at investors.nike.com. An archived version of the call will remain available until July 17, 2025.

NIKE (NYSE:NKE) has announced significant leadership changes to accelerate its Win Now action plan. Amy Montagne has been promoted to President of Nike, Phil McCartney becomes EVP, Chief Innovation, Design & Product Officer, Nicole Graham is elevated to EVP, Chief Marketing Officer, and Tom Clarke assumes the role of Chief Growth Initiatives Officer. These changes follow the retirement of Heidi O'Neill, President of Consumer, Product, and Brand, after 26 years with the company. The restructuring divides Consumer, Product, and Brand leadership into three distinct areas: Consumer and Sport, Marketing, and Product Creation. All new roles will report directly to CEO Elliott Hill and are effective immediately. O'Neill will continue in an advisory capacity until September 2025.

NIKE (NYSE: NKE) has announced a quarterly cash dividend of $0.40 per share for both its Class A and Class B Common Stock. The dividend will be paid on July 1, 2025, to shareholders who are on record as of the close of business on June 2, 2025.

Nike's (NYSE: NKE) former Chief Marketing Officer and Olympic athlete DJ van Hameren has joined Arctos as an Operating Advisor. At Nike, van Hameren led a global team of over 2,000 people and managed a multi-billion-dollar operating budget. He also served as Executive Vice President, Olympics for Nike Inc., overseeing enterprise planning across Nike, Jordan, and Converse for the 2024 Olympic Games.

Van Hameren joins Arctos's Operating Platform, which includes more than 10 Operating Partners and Advisors. His expertise spans brand marketing, product management, athlete & influencer management, merchandising, and sponsorship strategy. Before his corporate career, van Hameren was a two-time Olympian representing the Netherlands in track cycling at the 1992 and 1996 Olympic Games.

NIKE Inc (NYSE:NKE) reported declining financial results for Q3 fiscal 2025. Revenue decreased 9% to $11.3 billion, with NIKE Direct revenues down 12% to $4.7 billion and wholesale revenues falling 7% to $6.2 billion. Gross margin contracted 330 basis points to 41.5%, primarily due to higher discounts and inventory issues.

Net income dropped 32% to $0.8 billion, with diluted EPS decreasing 30% to $0.54. The company maintained shareholder returns, distributing approximately $1.1 billion through dividends ($594 million, up 6%) and share repurchases ($499 million). Under the current $18 billion repurchase program, 119.3 million shares have been repurchased for approximately $11.8 billion.

Inventory levels were down 2% compared to the prior year, while cash and equivalents stood at $10.4 billion, representing a slight decrease from last year.