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Will China's Structural Challenges Slow NIKE's Global Comeback?
ZACKS· 2026-01-07 00:51
Key Takeaways NKE's Greater China sales fell 17% YoY in Q2 FY26, with declines in NIKE Direct, Digital and wholesale.NKE faces weak consumer spending, digital discounting and rising competition from local brands.NIKE is rolling out Win Now actions in key cities, refining assortments for a digital-first reset.NIKE, Inc.’s (NKE) Greater China market has long been a cornerstone of its global growth strategy, delivering outsized revenue expansion and margin accretion in historical years. The region has benefite ...