NIKE Q1 2025 Earnings Summary $NKE
In this episode, we dissect NIKE's Q1 2025 earnings call, where the company revealed a mix of challenges and strategic pivots as it transitions leadership. With CFO Matthew Friend at the helm, NIKE withdrew its full-year guidance, opting for a more flexible quarterly approach to reassess strategies amid lower unit sales and declining traffic, particularly in Greater China. Friend remains cautiously optimistic, highlighting early successes in men's fitness and running, and noting a shift in product focus away from classic footwear to rejuvenate brand momentum. Despite facing inventory pressures, NIKE is experiencing promising growth in new footwear categories and anticipates slight revenue improvements in the latter half of the fiscal year. Join us to explore how NIKE plans to navigate these hurdles and prepare for a strategic comeback under new CEO Elliott Hill.
