Nike Q4 Earnings Preview: The Generational Buying Opportunity Is Here

Nike is navigating short-term revenue and margin declines by focusing on innovation with performance sports, and an integrated Nike Direct and Wholesale marketplace. Management's "Win Now" strategy targets growth in new performance products to offset classic franchise declines, with an inflection point expected in FY26. Despite macroeconomic headwinds and rising competition, early signs of success and inventory right-sizing present a generational buying opportunity with attractive risk-reward.