NIKE, Inc. filings document operating results, capital structure, governance changes and material events for the athletic footwear and apparel company. Recent Form 8-K disclosures furnish quarterly results, including NIKE Brand, NIKE Direct and wholesale channel information, inventory trends, gross margin commentary and non-GAAP currency-neutral measures.
The filing record also covers material agreements such as the company's 364-Day Credit Agreement and unsecured revolving credit facility, exit or disposal activity charges related to organizational changes, executive appointments and role eliminations, shareholder voting matters, and corrections to product purchase obligation disclosures from the annual report. These documents record NIKE's financing arrangements, governance actions, liquidity disclosures and public-company reporting obligations.
NIKE, Inc. President & CEO Elliott Hill had 5,635 Class B Common Stock shares withheld on October 14, 2026, to satisfy tax-withholding obligations upon RSU vesting; this was not an open-market transaction. The reported price was $35.33 per share. His direct holdings following the transaction were 368,095 shares, including shares acquired through NIKE’s Employee Stock Purchase Plan. No Rule 10b5-1 plan is reported.
NIKE, Inc. (NKE) received a Rule 144 notice from former officer Matthew Friend for a proposed sale of 19,572 Class B shares through Fidelity Brokerage Services LLC, at a listed aggregate market value of $658,266.26. The notice lists October 5, 2026 as the approximate sale date and NYSE as the exchange. It also lists three earlier sales: 2,463 shares on August 5, 5,304 shares on September 9, and 12,658 shares on September 30, 2026.
NIKE, Inc. reported first-quarter fiscal 2027 revenue of $11.213 billion, down 4% from $11.720 billion a year earlier and down 5% on a currency-neutral basis. Net income was $712 million versus $727 million. Gross margin rose to 42.8% from 42.2%, a 60-basis-point increase, primarily due to lower warehousing and logistics costs. Currency-neutral revenue declined 26% in Greater China and 28% at Converse; NIKE Direct revenue declined 9% on a currency-neutral basis.
Cash provided by operations was $135 million, compared with $222 million a year earlier, as changes in working capital and other assets and liabilities reduced operating cash by $846 million. Cash and equivalents and short-term investments totaled $8.4 billion as of August 31, 2026. NIKE paid $610 million in dividends and made no share repurchases during the quarter.
In October 2026, NIKE announced its multi-year Pace program, which is expected to deliver approximately $2.5 billion in cumulative savings through fiscal 2031, before expected pre-tax charges of approximately $1.0 billion and any future reinvestment. Approximately $0.3 billion in charges is expected in fiscal 2027, with the remainder through fiscal 2031; the estimates are subject to assumptions, including local law requirements.
NIKE, Inc. (NKE) reported fiscal 2027 first-quarter revenue of $11.213 billion, down 4% on a reported basis and 5% currency-neutral. Net income was $712 million, down 2%, and diluted earnings per share was $0.48. Gross margin rose 60 basis points to 42.8%. Greater China revenue fell 22% to $1.180 billion, while Converse revenue fell 28% to $263 million. Inventories were $7.846 billion, down 3%; cash and short-term investments totaled $8.4 billion, down approximately $0.2 billion.
NIKE announced Pace, a multi-year operating-model program that includes supply-chain initiatives, a new campus in India, realignment to three geographies, and organizational streamlining. NIKE expects approximately $2.5 billion in cumulative savings through fiscal 2031, before approximately $1.0 billion in expected pre-tax charges and any future reinvestment. Approximately $0.3 billion of the charges is expected in fiscal 2027, with the remainder expected through fiscal 2031. Fiscal 2027 revenue is expected to decline high-single digits; adjusted diluted EPS is expected at $1.15 to $1.35.
NIKE, Inc.'s former officer Matthew Friend reported a proposed sale of 12,658 Class B shares, with an aggregate market value of $453,915.88, through Fidelity Brokerage Services LLC. The approximate sale date is September 30, 2026. In the preceding three months, Friend sold 2,463 Class B shares for $102,460.80 on August 5, 2026, and 5,304 shares for $199,377.36 on September 9, 2026. Daniel Tucci signed as a duly authorized representative of Fidelity Brokerage Services LLC and attorney-in-fact for Matthew Friend.
NIKE, Inc. (symbol: NKE) is the issuer of record for a Form 4 filing submitted to the SEC. Arnault Alexandre reported acquisition or exercise transactions in this Form 4 filing.
NIKE, Inc. (NKE) reported that director Alexandre Arnault received a grant of 5,171 restricted shares of Class B Common Stock on September 15, 2026 under the NIKE, Inc. Stock Incentive Plan. The award was at $0.00 per share as compensation and increases his direct holdings to 30,171 shares. All restrictions on these shares are scheduled to lapse on the first anniversary of the grant date, and any unvested shares will be forfeited upon termination of service. No Rule 10b5-1 trading plan is reported in connection with this award.
NIKE, Inc. (NKE) reported the initial equity holdings of new director Alexandre Arnault in a Form 3. Arnault is listed as a director and directly owns 25,000 shares of NIKE Class B Common Stock as of September 15, 2026. No purchase, sale, or derivative transactions are reported in this filing.
NIKE, Inc. (NKE) expanded its Board of Directors to twelve members and appointed Alexandre Arnault as a director, effective September 15, 2026, for a term expiring at the 2027 annual meeting of shareholders. Arnault, age 34, is Deputy Chief Executive Officer of Moët Hennessy, LVMH’s wines and spirits division, and serves on LVMH’s board. He brings prior senior leadership experience at Tiffany & Co. and RIMOWA and has held board roles at Birkenstock Holding plc, Carrefour SA, and Moncler S.p.A. NIKE states there are no related-party arrangements or family relationships involving Arnault requiring disclosure. He will participate in NIKE’s standard director compensation program and received a sign-on grant of restricted Class B shares valued at $200,000, which are subject to forfeiture if his board service ends before the first anniversary of the grant. NIKE also furnished a press release announcing his appointment.
NIKE, Inc. (NKE) executive Philip McCartney, EVP and Chief Innovation, Product & Design Officer, sold 2,559 shares of Class B common stock on September 9, 2026 at $37.59 per share in a market transaction. The sale was made under a Rule 10b5-1 trading plan adopted on January 24, 2026. Following this sale, he holds 78,120.9272 shares directly and 1,839 shares indirectly through a NIKE 401(k) plan account.
NIKE, Inc. (NKE) reports that Executive Vice President and Chief Legal Officer Robert Leinwand sold shares of NIKE Class B common stock. On September 9, 2026, he sold 3,646 shares at a price of $37.59 per share in a market transaction. The sale was made under a Rule 10b5-1 trading plan that he adopted on February 5, 2026. After this transaction, he directly holds 87,758.159 shares of NIKE Class B common stock, which include shares acquired through NIKE’s Employee Stock Purchase Plan, and indirectly holds 1,507 shares through an account under The NIKE, Inc. 401(k) Plan.