On May 13, plaintiffs filed a class-action suit in the U.S. District Court for the Northern District of California, accusing Nike of unlawfully transferring 10–25% Trump-era import tariff costs onto consumers. The complaint cites breach of contract and unjust enrichment, seeking to recover all tariff-related price increases on footwear and apparel bought from 2018 through 2020.

If the court orders refunds, Nike could incur substantial liabilities and may need to boost reserves, potentially denting profit margins. The litigation also raises questions about Nike’s future pricing strategy, cost-management practices and transparency on import-related expenses.