Nike (NKE): FY25 Q4 earnings call, Jun 26, 2025

Thu, Jun 26Earnings callSpeaker-labelled transcriptNike

No Kalshi or Polymarket word markets were listed for Nike’s Jun 26, 2025 earnings call (FY25 Q4). 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.

18 matches for “China”; 5 quoted, at least 25 words apart.

Elliott J. Hillcompanyprepared

…in North America and EMEA, APLA's progress varies by individual country, and China will take longer due to the unique characteristics of the marketplace. We've…

Matthew Friendcompanyprepared

…double-digit increase in the share of demand at full price. In Greater China, Q4 revenue declined 20%, largely in line with our plan. NIKE Direct…

Matthew Friendcompanyprepared

…efforts to the broader ecosystem in fiscal '26. Our priority in Greater China is to refresh the monobrand marketplace, creating greater brand distinction through sport-led…

Matthew Friendcompanyprepared

…Chinese products imported into the United States, manufacturing capacity and capability in China remains important to our global source base. Currently, China represents roughly 16%…

Matthew Friendcompanyprepared

…with growth in North America, EMEA and APLA partially offset by Greater China. We expect SG&A to grow low single digits in fiscal '26. We…

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