Nike reported Q4 fiscal 2026 revenue of $13.8B, down 1.5% year-on-year, with diluted EPS of $0.80, reflecting margin pressure from elevated transportation costs. Management announced a 12% growth target for digital sales and a $500M global cost-savings initiative to improve operating margins in fiscal 2027.
Nike delivered Q4 fiscal 2026 revenue of $13.8 billion, a 1.5% decrease from the prior year, driven by softer wholesale orders in North America. Diluted earnings per share fell to $0.80, weighed down by higher logistics expenses and foreign exchange headwinds.
The company set a 12% annual growth target for its digital channel, building on a 10% gain in online sales this quarter. Nike plans to expand its direct-to-consumer capabilities through app enhancements and targeted marketing in core markets.
Nike unveiled a $500 million global cost-savings program focused on supply-chain optimization and overhead reductions. Management expects these measures to widen operating margins by 50 basis points in fiscal 2027.
