Nike (NKE): FY25 Q2 earnings call, Dec 19, 2024

Thu, Dec 19Earnings callSpeaker-labelled transcriptNike

No Kalshi or Polymarket word markets were listed for Nike’s Dec 19, 2024 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Gross margin”; 5 quoted, at least 25 words apart.

Matt Friendcompanyprepared

…Digital declining 21% and NIKE Stores declining 2%. Wholesale was down 4%. Gross margins declined 100 basis points to 43.6% on a reported basis, due…

Matt Friendcompanyprepared

…higher markdown activity to drive sell-through and inventory velocity, which negatively affected gross margins. In a competitive environment, NIKE's focus is on serving consumers with…

Matt Friendcompanyprepared

…the net effect of these actions will result in lower revenue, additional gross margin pressure and higher demand creation expenses, with a greater headwind to…

Matt Friendcompanyprepared

…benefit from Cyber Week shifting into our third quarter. We expect Q3 gross margins to be down approximately 300 basis points to 350 basis points,…

Adrienne Yih-Tennantanalystqa

…is there a reset inventory provision that's happening right now in the gross margin -- excuse me and kind to wrap that all up, it…

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