Every 8-K that Nike Inc Cl B (NKE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NKE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NKE filings page.
NIKE, Inc. reports that Johanna Nielsen, Vice President, Chief Accounting Officer and Corporate Controller, has informed the company of her intent to resign effective September 4, 2026 to pursue another opportunity. The company states that her resignation is not due to any disagreement regarding operations, policies or practices.
Effective August 17, 2026, David Denton will serve as Executive Vice President and Chief Financial Officer, and as of September 4, 2026 he will also assume the role of Interim Corporate Controller and be designated as principal accounting officer until the Board appoints a successor. His compensation remains unchanged, and there are no arrangements or understandings with any other person pursuant to which he was appointed Interim Corporate Controller.
NIKE, Inc. reported mixed results for its fiscal 2026 fourth quarter and full year ended May 31, 2026. Full year revenue was $46.4 billion, flat on a reported basis, while net income declined 3% to $3.1 billion and diluted EPS fell 3% to $2.10.
Fourth quarter revenue was $11.0 billion, down 1%, but net income surged to $1.1 billion and diluted EPS to $0.72, largely driven by an expected $986 million recovery of International Emergency Economic Powers Act (IEEPA) tariffs. This lifted gross margin by about 900 basis points to 49.2%.
Wholesale revenue grew while NIKE Direct and Converse declined, with notable weakness in Greater China and EMEA, partly offset by North America growth. NIKE returned about $2.5 billion to shareholders in fiscal 2026, including $2.4 billion in dividends and $123 million in share repurchases.
NIKE, Inc. announced a planned chief financial officer transition and provided a brief update on expected fourth quarter fiscal 2026 results. David Denton will become Executive Vice President and CFO, with an annual base salary of $1,450,000, a target annual bonus equal to 120% of base salary, and an annual long-term incentive target of $11,500,000 split among performance-based RSUs, options and RSUs. He will also receive a one-time $7,250,000 cash award and a performance-based cash award with a $4,000,000 target that can pay out at 100%–200% of target based on Adjusted Operating Margin Growth through December 10, 2027.
Current CFO Matthew Friend will step down when Denton assumes the role, then serve as advisor to the CEO and remain employed through September 4, 2026, with existing salary and bonus targets preserved during the transition and eligibility for a $2,000,000 transition payment, subject to a release. The board also adopted a new Executive Severance Pay Plan providing the CEO with cash severance equal to two times base salary and target bonus, and other eligible executives with one and a half times those amounts, plus limited COBRA subsidies and outplacement support following certain involuntary terminations. NIKE reiterated it will report fourth quarter and full-year 2026 results on June 30, noting those results will include a one-time tariff refund benefit and are expected to be generally in line with prior guidance excluding that benefit.
NIKE, Inc. announced that longtime director John W. Rogers, Jr., who has served on the Board since 2018, plans to retire as a director at the Company’s September 2026 annual meeting of shareholders. The Board is expected to decrease to eleven directors following his retirement.
NIKE states that Rogers is a director in good standing and that his decision is not due to any disagreement with the Company or its policies or practices. After stepping down, he is expected to enter into a consulting arrangement and serve as a strategic advisor to Nike, focusing on the future of sport and community and social impact.
NIKE, Inc. reported mixed fiscal 2026 third-quarter results. Revenue was $11.3 billion, essentially flat year over year, but profitability weakened. Net income fell to $520 million, down 35 percent, and diluted earnings per share declined 35 percent to $0.35 as margins and taxes weighed on results.
Gross margin decreased 130 basis points to 40.2 percent, largely from higher North America tariffs. NIKE Brand revenue rose 1 percent to $11.0 billion, with wholesale revenue up to $6.5 billion but NIKE Direct revenue down to $4.5 billion, reflecting softer digital and store sales. Converse revenue dropped 35 percent to $264 million.
Inventories were $7.5 billion, down 1 percent, while cash, equivalents and short-term investments were $8.1 billion, about $2.3 billion lower as the company funded dividends, bond repayment, capital spending and share repurchases. NIKE returned approximately $609 million in dividends during the quarter, 3 percent more than a year earlier.
NIKE, Inc. entered into a new 364-day unsecured revolving credit facility providing up to $1 billion in borrowings for working capital and general corporate purposes, including supporting commercial paper. The facility, arranged with Bank of America and other lenders, matures on March 5, 2027, when all unpaid amounts are due.
The company may increase total commitments to $1.5 billion, request renewal for another 364 days, or convert outstanding amounts into a term loan of up to one year. Borrowings in U.S. Dollars will bear interest at either Term SOFR plus 0.595% or a base rate tied to prime, the federal funds rate, or one‑month Term SOFR. The agreement includes restrictive covenants on liens, mergers, acquisitions, dispositions, and use of proceeds, but it has no financial covenants.
On the same date, NIKE terminated its prior 364‑day $1.0 billion revolving credit agreement dated March 7, 2025. No amounts were outstanding under the prior facility as of March 6, 2026.
NIKE, Inc. approved a cost realignment plan on February 27 aimed at operating more efficiently and supporting future growth. Management expects this plan, together with earlier actions, to generate approximately $300 million in pre-tax charges for the nine months ended February 28, 2026, primarily from employee severance.
The company expects substantially all of these charges to be recognized in the third quarter of fiscal year 2026. NIKE notes it may take additional actions that could lead to further charges in later quarters, and that the expected charges are estimates subject to assumptions and may differ, possibly materially, from current projections.
NIKE, Inc. filed a current report stating that it has issued a press release with its financial results for the fiscal quarter ended November 30, 2025. The press release, dated December 18, 2025, is included as Exhibit 99.1, making the quarter’s performance details available to investors through that exhibit.
NIKE, Inc. announced leadership changes, promoting Venkatesh Alagirisamy, its current Chief Supply Chain Officer, to Executive Vice President and Chief Operating Officer effective December 8, 2025. His annual base salary will be $1,025,000, with a target bonus equal to 120% of salary and a long-term incentive target of $5,500,000 in performance-based restricted stock units, stock options and restricted stock units. He will also receive one-time equity awards with target grant values of $2,270,000 in PSUs, $415,000 in stock options and $415,000 in RSUs.
The company is eliminating the Executive Vice President, Chief Commercial Officer role. As a result, Craig Williams will cease serving in that position on December 5, 2025, remain a full-time non-executive employee until April 6, 2026, and keep his salary and benefits during this period. His separation will be treated as an involuntary termination without cause for purposes of his equity awards and noncompetition benefits.
NIKE, Inc. filed a current report to note that it released financial results for the fiscal quarter ended August 31, 2025. The company distributed these quarterly results through a press release, which is included as Exhibit 99.1 to this report for investors to review.
NIKE, Inc. amended and restated its Stock Incentive Plan and shareholders approved the amended Plan at the virtual annual meeting on September 9, 2025. The approved amendment increases the number of Class B Common Stock shares authorized for issuance under the Plan by 45,000,000 shares. The Company originally adopted the amendment and restatement on July 17, 2025, and described the changes in its definitive proxy statement filed that day. The full text of the amended Plan is attached to the filing as Exhibit 10.1 and is incorporated by reference. The filing also reports that the annual meeting was held virtually and that various proposals, including director elections, were submitted to shareholders for a vote.
Nike (NYSE:NKE) filed an 8-K under Item 2.02 to furnish its fiscal Q4 and full-year 2025 results for the period ended May 31 2025. The accompanying press release (Exhibit 99.1) provides detailed income-statement, balance-sheet and cash-flow information as well as management commentary.
The report is furnished, not filed, so it is protected by Reg FD safe-harbor provisions and is not automatically incorporated into registration statements. No other material items were disclosed. The document was signed by CFO Matthew Friend.
- Type: Current Report on Form 8-K
- Event date: June 26 2025
- Items reported: 2.02 Results of Operations and Financial Condition; 9.01 Exhibits
- Key exhibit: Press Release with FY25 results
On June 24, 2025, NIKE, Inc. filed a Form 8-K under Item 7.01 (Regulation FD Disclosure) to announce that the Board intends to nominate Jørgen Vig Knudstorp for election as a director at the Company’s 2025 annual shareholders’ meeting. The information was furnished, not filed, meaning it is not subject to Section 18 liability or automatically incorporated into other SEC filings.
The 8-K includes two exhibits: (i) Exhibit 99.1 – the related press release dated June 24, 2025, and (ii) Exhibit 104 – the cover-page Inline XBRL data file. No financial results, strategic transactions, or changes to previously issued guidance were disclosed. Accordingly, the filing is limited to a governance update and does not alter NIKE’s financial outlook or existing risk profile.
On June 13, 2025, NIKE, Inc. ("Company") filed a Form 8-K announcing that long-time director Cathleen Benko will retire from the Board at the 2025 Annual Meeting and will not seek re-election. The Company states the decision is voluntary and not related to any disagreement regarding operations, policies, or practices. Benko has served seven years and remains a director in good standing until the meeting date.
Executive Chairman Mark Parker thanked Benko for her “dedicated service and countless contributions.” No successor, committee realignment, or strategic changes were disclosed in the filing, nor were there any financial results, transactions, or compensation adjustments.
This disclosure is a routine governance change; therefore, it is unlikely to have a material financial impact on NIKE’s operations or near-term outlook. Investors may wish to monitor upcoming proxy materials to assess Board succession planning and skill-set coverage following Benko’s departure.