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Nike, Inc. reported flat full-year fiscal 2026 revenue of $46.4 billion, heavily supported by a $986 million one-time tariff recovery benefit under the International Emergency Economic Powers Act. Excluding this massive import windfall, underlying retail performance remained under pressure, dragging adjusted full-year gross margins down to 40.2%. The apparel giant continues to grapple with softening consumer demand and decelerating sell-through, particularly within its core lifestyle footwear and digital direct-to-consumer segments. Highlighting the broader cautious sentiment on Wall Street, 28 equity research analysts have revised their forward earnings expectations downward, while only 1 analyst moved estimates upward. Consequently, due to these persistent top-line challenges and category headwinds, the Seeking Alpha Quant system grade is currently a neutral Hold.
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