Nike's F3Q Revenue Outlook Seen as Crucial Metric for Turnaround -- Market Talk

Dow Jones12-12 02:04

1303 ET - Nike's F3Q revenue guidance will be the crucial metric shared during its next earnings call, adding to a key debate over the timing of the retailer's sales inflection, BofA Securities says in a note. After the sportswear retailer spent the last year cleaning up excess inventory and ramping up innovation, it should begin a sales inflection in F3Q as it benefits from strong wholesale sell-in, early World Cup demand and lapping buybacks from wholesalers, the analysts say. Still, the metric could be hurt by continued traffic loss from lower promotions in its direct-to-consumer channel, they say. "A message of stronger sales trends coupled with commentary that inventory is clean would confirm our view that the recovery is progressing," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 13:04 ET (18:04 GMT)

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Still, the metric could be hurt by continued traffic loss from lower promotions in its direct-to-consumer channel, they say. \"A message of stronger sales trends coupled with commentary that inventory is clean would confirm our view that the recovery is progressing,\" they say. 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After the sportswear retailer spent the last year cleaning up excess inventory and ramping up innovation, it should begin a sales inflection in F3Q as it benefits from strong wholesale sell-in, early World Cup demand and lapping buybacks from wholesalers, the analysts say. Still, the metric could be hurt by continued traffic loss from lower promotions in its direct-to-consumer channel, they say. \"A message of stronger sales trends coupled with commentary that inventory is clean would confirm our view that the recovery is progressing,\" they say. 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